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 |
|---|---|---|---|---|---|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
15,184
shares
|
$1.69 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
15,175
shares
|
$1.69 Million
0.5% of portfolio
|
Q1 2023
Reduced 9.05%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
15,173
shares
|
$1.69 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
15,162
shares
|
$1.69 Million
0.87% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
15,142
shares
|
$1.68 Million
2.04% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
15,137
shares
|
$1.68 Million
0.15% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
15,118
shares
|
$1.68 Million
0.53% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
15,103
shares
|
$1.68 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
15,058
shares
|
$1.68 Million
0.66% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
15,041
shares
|
$1.67 Million
1.25% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
15,006
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
14,985
shares
|
$1.67 Million
0.54% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
14,979
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Added 559.87%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
14,969
shares
|
$1.67 Million
1.19% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
14,966
shares
|
$1.67 Million
0.88% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
14,964
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
14,961
shares
|
$1.66 Million
1.08% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,945
shares
|
$1.66 Million
0.76% of portfolio
|
Q4 2024
Added 67.3%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
14,935
shares
|
$1.66 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
14,925
shares
|
$1.66 Million
0.98% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
14,896
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
14,860
shares
|
$1.65 Million
0.45% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
14,856
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
14,800
shares
|
$1.65 Million
0.26% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
14,789
shares
|
$1.65 Million
0.61% of portfolio
|
Q4 2024
New holding
|