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 4,743 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $287 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
10,266
shares
|
$1.11 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
10,260
shares
|
$1.11 Million
0.47% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
10,251
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
10,249
shares
|
$1.11 Million
0.52% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
10,241
shares
|
$1.11 Million
0.89% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
10,232
shares
|
$1.11 Million
1.27% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,223
shares
|
$1.11 Million
0.68% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
10,211
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
10,208
shares
|
$1.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
10,205
shares
|
$1.1 Million
0.68% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
10,202
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
10,194
shares
|
$1.1 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
10,193
shares
|
$1.1 Million
1.85% of portfolio
|
Q1 2025
Reduced 32.68%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
10,184
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2024
Added 18.08%
|
|
|
South Street Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,177
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
10,171
shares
|
$1.1 Million
0.58% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,161
shares
|
$1.1 Million
0.63% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
10,142
shares
|
$1.1 Million
0.77% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,132
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,127
shares
|
$1.1 Million
0.16% of portfolio
|
Q1 2025
Added 24.26%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
10,107
shares
|
$1.09 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
10,105
shares
|
$1.09 Million
0.62% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
10,105
shares
|
$1.09 Million
0.47% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
10,100
shares
|
$1.09 Million
0.2% of portfolio
|
Q1 2025
Added 136.59%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
10,098
shares
|
$1.09 Million
0.63% of portfolio
|
Q1 2025
New holding
|