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 4,744 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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
16,416
shares
|
$1.72 Million
1.05% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
16,402
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Apr 30, 2025 Q1 2025 |
16,400
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Baker Chad R
Perrysburg, OH |
Apr 16, 2025 Q1 2025 |
16,400
shares
|
$1.72 Million
0.41% of portfolio
|
Q2 2021
Reduced 37.64%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
16,371
shares
|
$1.72 Million
0.97% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
16,357
shares
|
$1.72 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
16,356
shares
|
$1.72 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,356
shares
|
$1.72 Million
0.14% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
16,336
shares
|
$1.71 Million
2.86% of portfolio
|
Q3 2022
Added 6.08%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
16,326
shares
|
$1.71 Million
1.03% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
16,296
shares
|
$1.71 Million
1.21% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
16,265
shares
|
$1.71 Million
0.81% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Martin Capital Partners, LLC
|
Apr 15, 2025 Q1 2025 |
16,261
shares
|
$1.71 Million
2.31% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
16,259
shares
|
$1.71 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
16,254
shares
|
$1.71 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
16,220
shares
|
$1.7 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
16,218
shares
|
$1.7 Million
1.4% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
16,167
shares
|
$1.7 Million
0.55% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
16,115
shares
|
$1.69 Million
0.77% of portfolio
|
Q4 2023
Reduced 67.43%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
16,107
shares
|
$1.69 Million
1.17% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
16,073
shares
|
$1.69 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
16,056
shares
|
$1.69 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
16,052
shares
|
$1.68 Million
0.18% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
16,051
shares
|
$1.68 Million
0.79% of portfolio
|
Q2 2024
Added 112.57%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
16,035
shares
|
$1.68 Million
0.41% of portfolio
|
Q1 2025
Added 1.84%
|