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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
17,644
shares
|
$1.85 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
17,625
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
17,617
shares
|
$1.85 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Apr 28, 2025 Q1 2025 |
17,600
shares
|
$1.85 Million
0.59% of portfolio
|
Q1 2018
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
17,579
shares
|
$1.84 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
17,538
shares
|
$1.84 Million
1.35% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
17,535
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
17,530
shares
|
$1.84 Million
1.21% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
17,507
shares
|
$1.84 Million
0.5% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
17,499
shares
|
$1.84 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
17,453
shares
|
$1.83 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
17,438
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
17,432
shares
|
$1.83 Million
1.52% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
17,390
shares
|
$1.83 Million
9.43% of portfolio
|
Q3 2022
Reduced 88.68%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
17,374
shares
|
$1.82 Million
1.58% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
17,368
shares
|
$1.82 Million
0.58% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Invesco, LLC
Des Plaines, IL |
Apr 23, 2025 Q1 2025 |
17,368
shares
|
$1.82 Million
0.85% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
17,349
shares
|
$1.82 Million
0.48% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
17,341
shares
|
$1.82 Million
0.71% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
17,337
shares
|
$1.82 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,327
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Added 57.49%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
17,277
shares
|
$1.81 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
17,273
shares
|
$1.81 Million
0.27% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
17,257
shares
|
$1.81 Million
1.2% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
17,250
shares
|
$1.81 Million
0.37% of portfolio
|
Q1 2025
Reduced 9.29%
|