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 |
|---|---|---|---|---|---|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
12,846
shares
|
$1.43 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
12,837
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,837
shares
|
$1.43 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
12,799
shares
|
$1.42 Million
0.45% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
12,767
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
12,766
shares
|
$1.42 Million
0.83% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
12,761
shares
|
$1.42 Million
0.73% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
12,748
shares
|
$1.42 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,746
shares
|
$1.42 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
12,746
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,727
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
12,713
shares
|
$1.41 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,699
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
12,665
shares
|
$1.41 Million
0.9% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,638
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
12,633
shares
|
$1.41 Million
0.69% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,616
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
12,616
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
12,604
shares
|
$1.4 Million
0.19% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
12,596
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,592
shares
|
$1.4 Million
0.41% of portfolio
|
Q1 2023
Added 86.44%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,591
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,577
shares
|
$1.4 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
12,576
shares
|
$1.4 Million
0.56% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
12,574
shares
|
$1.4 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.22%
|