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 4,775 institutions that hold shares in the stock, with a total of 2.7 Billion shares, which have been reported (via 13F filing form) to have a value of $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
12,558
shares
|
$1.41 Million
0.71% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
12,553
shares
|
$1.41 Million
0.31% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Barton Investment Management
|
Jul 21, 2025 Q2 2025 |
12,549
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
12,537
shares
|
$1.41 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
12,519
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
12,511
shares
|
$1.4 Million
0.14% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
12,484
shares
|
$1.4 Million
1.17% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
12,481
shares
|
$1.4 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
12,479
shares
|
$1.4 Million
0.17% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
12,472
shares
|
$1.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
12,422
shares
|
$1.39 Million
0.21% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
12,410
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
12,410
shares
|
$1.39 Million
0.52% of portfolio
|
Q2 2025
Added 27.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,401
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,387
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
12,379
shares
|
$1.39 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Academy Capital Management Inc
Waco, TX |
Aug 01, 2025 Q2 2025 |
12,352
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
12,338
shares
|
$1.38 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
12,322
shares
|
$1.38 Million
0.34% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
12,291
shares
|
$1.38 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,284
shares
|
$1.38 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
12,278
shares
|
$1.38 Million
1.66% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
12,266
shares
|
$1.38 Million
1.75% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
12,235
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
12,226
shares
|
$1.37 Million
2.05% of portfolio
|
Q3 2022
Added 0.8%
|