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 |
|---|---|---|---|---|---|
|
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
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
10,094
shares
|
$1.09 Million
0.49% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,094
shares
|
$1.09 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
10,084
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
10,071
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
10,061
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
10,035
shares
|
$1.09 Million
0.25% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
10,026
shares
|
$1.08 Million
0.62% of portfolio
|
Q1 2025
Added 28.79%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
10,015
shares
|
$1.08 Million
1.15% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,002
shares
|
$1.08 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Southport Management, L.L.C.
Wilson, WY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$1.08 Million
5.13% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
9,988
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,980
shares
|
$1.08 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,980
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
9,973
shares
|
$1.08 Million
0.48% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
9,953
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
9,949
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
9,942
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,924
shares
|
$1.07 Million
0.92% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,916
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
9,900
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,876
shares
|
$1.07 Million
0.52% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
9,854
shares
|
$1.07 Million
0.63% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
9,853
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
9,850
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2023
Reduced 37.89%
|