Institutional Ownership Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM). We have compiled data on the 4,742 institutions that hold shares in the stock, with a total of 2.66 Billion shares, which have been reported (via 13F filing form) to have a value of $283 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
18,177
shares
|
$1.91 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
18,163
shares
|
$1.91 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
18,157
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
18,135
shares
|
$1.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
18,133
shares
|
$1.9 Million
1.44% of portfolio
|
Q1 2025
Reduced 19.11%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
18,104
shares
|
$1.9 Million
1.4% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
18,085
shares
|
$1.9 Million
1.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Apr 01, 2025 Q1 2025 |
18,065
shares
|
$1.9 Million
0.2% of portfolio
|
Q2 2024
Added 20.43%
|
|
|
New England Research & Management, Inc.
|
Apr 16, 2025 Q1 2025 |
18,059
shares
|
$1.9 Million
1.09% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,058
shares
|
$1.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
18,052
shares
|
$1.89 Million
0.82% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
18,039
shares
|
$1.89 Million
0.9% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
18,032
shares
|
$1.89 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
17,938
shares
|
$1.88 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
17,930
shares
|
$1.88 Million
0.8% of portfolio
|
Q1 2024
Added 19.53%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
17,904
shares
|
$1.88 Million
1.0% of portfolio
|
Q2 2024
Added 61637.93%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
17,868
shares
|
$1.88 Million
0.52% of portfolio
|
Q1 2025
Added 30.81%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
17,840
shares
|
$1.87 Million
0.27% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
17,838
shares
|
$1.87 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
17,751
shares
|
$1.86 Million
0.24% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
17,698
shares
|
$1.86 Million
0.92% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
17,696
shares
|
$1.86 Million
0.43% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
17,696
shares
|
$1.86 Million
0.19% of portfolio
|
Q1 2025
Reduced 43.06%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
17,658
shares
|
$1.85 Million
0.43% of portfolio
|
Q2 2024
Added 8.49%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
17,649
shares
|
$1.85 Million
0.13% of portfolio
|
Q1 2025
Added 4.19%
|