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 4,643 institutions that hold shares in the stock, with a total of 2.68 Billion shares, which have been reported (via 13F filing form) to have a value of $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
17,750
shares
|
$1.98 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
17,708
shares
|
$1.97 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
17,705
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
17,693
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
17,658
shares
|
$1.96 Million
0.43% of portfolio
|
Q2 2024
Added 8.49%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
17,625
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
17,625
shares
|
$1.96 Million
1.03% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,620
shares
|
$1.96 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Feb 05, 2025 Q4 2024 |
17,600
shares
|
$1.96 Million
0.56% of portfolio
|
Q1 2018
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
17,593
shares
|
$1.96 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
17,530
shares
|
$1.95 Million
1.21% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Feb 12, 2025 Q4 2024 |
17,485
shares
|
$1.95 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
17,437
shares
|
$1.94 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
17,434
shares
|
$1.94 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
17,432
shares
|
$1.94 Million
1.42% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,425
shares
|
$1.94 Million
0.14% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
17,419
shares
|
$1.94 Million
1.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
17,392
shares
|
$1.94 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
17,390
shares
|
$1.93 Million
9.43% of portfolio
|
Q3 2022
Reduced 88.68%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
17,375
shares
|
$1.93 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
17,368
shares
|
$1.93 Million
0.55% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
17,364
shares
|
$1.93 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
17,313
shares
|
$1.93 Million
0.42% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
17,304
shares
|
$1.93 Million
1.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
17,257
shares
|
$1.92 Million
1.2% of portfolio
|
Q4 2024
Reduced 5.82%
|