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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,708
shares
|
$1.53 Million
0.23% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
13,708
shares
|
$1.53 Million
0.35% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,698
shares
|
$1.52 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
13,667
shares
|
$1.52 Million
0.52% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
13,660
shares
|
$1.52 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
13,634
shares
|
$1.52 Million
0.3% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
13,633
shares
|
$1.52 Million
0.38% of portfolio
|
Q4 2024
Added 293.68%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
13,622
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 122.22%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
13,610
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
13,585
shares
|
$1.51 Million
0.47% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
13,571
shares
|
$1.51 Million
0.3% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
13,558
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
13,555
shares
|
$1.51 Million
0.41% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
13,504
shares
|
$1.5 Million
0.57% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
13,504
shares
|
$1.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
13,498
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
13,496
shares
|
$1.5 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
13,468
shares
|
$1.5 Million
1.35% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
13,464
shares
|
$1.5 Million
0.81% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
13,461
shares
|
$1.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
13,459
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
13,434
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
13,407
shares
|
$1.49 Million
0.31% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
13,406
shares
|
$1.49 Million
0.37% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
13,402
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2024
Reduced 16.48%
|