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 |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
16,843
shares
|
$1.87 Million
0.94% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
16,829
shares
|
$1.87 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,762
shares
|
$1.87 Million
0.97% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
16,751
shares
|
$1.86 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,747
shares
|
$1.86 Million
0.89% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
16,735
shares
|
$1.86 Million
0.82% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,700
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2024
Reduced 73.84%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
16,696
shares
|
$1.86 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
16,694
shares
|
$1.86 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
16,679
shares
|
$1.86 Million
1.09% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
16,665
shares
|
$1.85 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
16,639
shares
|
$1.85 Million
0.55% of portfolio
|
Q4 2024
Added 28.38%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
16,604
shares
|
$1.85 Million
0.41% of portfolio
|
Q4 2020
Reduced 4.81%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
16,595
shares
|
$1.85 Million
0.49% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
16,583
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
16,581
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
16,553
shares
|
$1.84 Million
0.23% of portfolio
|
Q2 2023
Added 17.88%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
16,545
shares
|
$1.84 Million
1.4% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
16,534
shares
|
$1.84 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
16,522
shares
|
$1.84 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
16,513
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 24.85%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
16,510
shares
|
$1.84 Million
0.15% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
16,507
shares
|
$1.84 Million
0.41% of portfolio
|
Q2 2023
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
16,463
shares
|
$1.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
16,441
shares
|
$1.83 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.3%
|