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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
15,221
shares
|
$1.6 Million
0.56% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
15,215
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,203
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
15,181
shares
|
$1.59 Million
0.13% of portfolio
|
Q1 2025
Added 22.9%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
15,179
shares
|
$1.59 Million
0.61% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
15,173
shares
|
$1.59 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
15,161
shares
|
$1.59 Million
1.19% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
15,148
shares
|
$1.59 Million
1.05% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Ransom Advisory, LTD
Providence, RI |
May 20, 2025 Q1 2025 |
15,128
shares
|
$1.59 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
15,104
shares
|
$1.59 Million
1.38% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
15,079
shares
|
$1.58 Million
1.0% of portfolio
|
Q1 2025
Added 203.28%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
15,075
shares
|
$1.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
15,075
shares
|
$1.58 Million
0.18% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
15,064
shares
|
$1.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
15,058
shares
|
$1.58 Million
0.71% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,026
shares
|
$1.58 Million
0.48% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
15,006
shares
|
$1.57 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
14,979
shares
|
$1.57 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
14,976
shares
|
$1.57 Million
0.25% of portfolio
|
Q1 2025
Added 63.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,972
shares
|
$1.57 Million
0.73% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
14,942
shares
|
$1.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
14,919
shares
|
$1.57 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
14,865
shares
|
$1.56 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
14,838
shares
|
$1.56 Million
0.35% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
14,823
shares
|
$1.56 Million
0.17% of portfolio
|
Q1 2025
Added 21.6%
|