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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
16,428
shares
|
$1.83 Million
0.23% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
16,405
shares
|
$1.83 Million
0.47% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
16,400
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 15, 2025 Q4 2024 |
16,400
shares
|
$1.82 Million
0.36% of portfolio
|
Q2 2021
Reduced 37.64%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
16,387
shares
|
$1.82 Million
0.31% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
16,362
shares
|
$1.82 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
16,356
shares
|
$1.82 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
16,337
shares
|
$1.82 Million
0.63% of portfolio
|
Q4 2024
Added 157.4%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
16,336
shares
|
$1.82 Million
2.86% of portfolio
|
Q3 2022
Added 6.08%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
16,288
shares
|
$1.81 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
16,285
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Added 185.3%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
16,219
shares
|
$1.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
16,218
shares
|
$1.8 Million
1.4% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
16,210
shares
|
$1.8 Million
0.64% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
16,207
shares
|
$1.8 Million
0.62% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
16,198
shares
|
$1.8 Million
1.03% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
16,186
shares
|
$1.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
16,176
shares
|
$1.8 Million
0.53% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
16,168
shares
|
$1.8 Million
2.06% of portfolio
|
Q4 2024
Reduced 58.75%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
16,167
shares
|
$1.8 Million
0.69% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
16,133
shares
|
$1.8 Million
0.52% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
16,115
shares
|
$1.79 Million
0.77% of portfolio
|
Q4 2023
Reduced 67.43%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
16,093
shares
|
$1.79 Million
0.89% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
16,068
shares
|
$1.79 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
16,051
shares
|
$1.79 Million
0.79% of portfolio
|
Q2 2024
Added 112.57%
|