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 |
|---|---|---|---|---|---|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
10,361
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2022
Added 5.56%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
10,356
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
10,339
shares
|
$1.16 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,313
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
10,312
shares
|
$1.16 Million
0.27% of portfolio
|
Q1 2025
Added 93.98%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
10,287
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
10,286
shares
|
$1.15 Million
0.52% of portfolio
|
Q2 2025
Added 165.38%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
10,236
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
10,232
shares
|
$1.15 Million
1.27% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
10,231
shares
|
$1.15 Million
0.88% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,223
shares
|
$1.15 Million
0.68% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
10,220
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
10,217
shares
|
$1.15 Million
0.2% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
10,197
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2025
Reduced 19.11%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,194
shares
|
$1.14 Million
0.21% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
10,194
shares
|
$1.14 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
10,193
shares
|
$1.14 Million
1.85% of portfolio
|
Q1 2025
Reduced 32.68%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
10,192
shares
|
$1.14 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,182
shares
|
$1.14 Million
0.53% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
10,180
shares
|
$1.14 Million
0.63% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
10,177
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,161
shares
|
$1.14 Million
0.63% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
10,158
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
10,155
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
South Street Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,150
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.27%
|