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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
11,338
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
11,325
shares
|
$1.27 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
11,321
shares
|
$1.27 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
11,305
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
Added 89.71%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
11,293
shares
|
$1.27 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
11,279
shares
|
$1.27 Million
0.4% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
11,277
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
11,267
shares
|
$1.26 Million
0.85% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
11,240
shares
|
$1.26 Million
0.33% of portfolio
|
N/A
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
11,237
shares
|
$1.26 Million
0.36% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
11,203
shares
|
$1.26 Million
0.5% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
11,200
shares
|
$1.26 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
11,199
shares
|
$1.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
11,182
shares
|
$1.25 Million
0.65% of portfolio
|
Q1 2024
Reduced 18.28%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,157
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
11,153
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,153
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,143
shares
|
$1.25 Million
0.44% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,142
shares
|
$1.25 Million
0.99% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Boxwood Ventures, Inc.
|
Aug 12, 2025 Q2 2025 |
11,136
shares
|
$1.25 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
11,120
shares
|
$1.25 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
11,119
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
11,110
shares
|
$1.25 Million
0.47% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
11,110
shares
|
$1.25 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
11,102
shares
|
$1.25 Million
0.19% of portfolio
|
Q2 2025
Added 10.1%
|