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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
12,215
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Jul 25, 2025 Q2 2025 |
12,209
shares
|
$1.37 Million
0.67% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
12,208
shares
|
$1.37 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
12,194
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,192
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
12,176
shares
|
$1.37 Million
0.58% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
12,168
shares
|
$1.36 Million
0.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
12,163
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Added 26.24%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,133
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
12,119
shares
|
$1.36 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
12,115
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
12,115
shares
|
$1.36 Million
0.45% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
12,113
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
12,108
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
12,107
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
12,097
shares
|
$1.36 Million
0.41% of portfolio
|
Q2 2025
Added 46.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
12,092
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
12,091
shares
|
$1.36 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
12,083
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,034
shares
|
$1.35 Million
0.52% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
12,010
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
11,981
shares
|
$1.34 Million
0.21% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
11,968
shares
|
$1.34 Million
0.78% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
11,967
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 80.09%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
11,967
shares
|
$1.34 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.51%
|