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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
11,646
shares
|
$1.31 Million
0.73% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
11,611
shares
|
$1.3 Million
0.42% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,609
shares
|
$1.3 Million
0.58% of portfolio
|
Q3 2022
Reduced 10.75%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
11,586
shares
|
$1.3 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
11,575
shares
|
$1.3 Million
0.41% of portfolio
|
Q2 2025
Added 216.86%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
11,572
shares
|
$1.3 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
11,564
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Added 44.75%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,564
shares
|
$1.3 Million
0.66% of portfolio
|
Q2 2025
Added 176.98%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
11,557
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,548
shares
|
$1.3 Million
0.78% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,546
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
11,545
shares
|
$1.29 Million
0.22% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
11,544
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
11,535
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
11,525
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
11,510
shares
|
$1.29 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
11,496
shares
|
$1.29 Million
0.38% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,449
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
11,441
shares
|
$1.28 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,422
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,415
shares
|
$1.28 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
11,388
shares
|
$1.28 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,372
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2023
Added 25.75%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
11,357
shares
|
$1.27 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
11,343
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 42.23%
|