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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
13,342
shares
|
$1.48 Million
0.17% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
13,339
shares
|
$1.48 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
13,325
shares
|
$1.48 Million
0.52% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,324
shares
|
$1.48 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
13,320
shares
|
$1.48 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
13,307
shares
|
$1.48 Million
0.18% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
13,268
shares
|
$1.48 Million
0.38% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
13,264
shares
|
$1.48 Million
0.63% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
13,249
shares
|
$1.47 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
13,246
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2024
Added 55.58%
|
|
|
Blackstone Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
13,238
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
13,223
shares
|
$1.47 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
13,208
shares
|
$1.47 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
13,205
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2024
Added 17.08%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
13,180
shares
|
$1.47 Million
0.5% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
13,176
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
13,176
shares
|
$1.47 Million
0.72% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
13,170
shares
|
$1.47 Million
0.9% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
13,153
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
13,146
shares
|
$1.46 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
13,096
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
13,081
shares
|
$1.46 Million
1.02% of portfolio
|
Q3 2024
Added 64.75%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
13,069
shares
|
$1.45 Million
0.9% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
13,058
shares
|
$1.45 Million
0.43% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
13,056
shares
|
$1.45 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.47%
|