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 |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,450
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2022
Reduced 20.77%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
9,449
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
9,445
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
9,436
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
9,431
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
9,410
shares
|
$1.06 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
9,407
shares
|
$1.06 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
9,392
shares
|
$1.05 Million
0.93% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
9,359
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
9,355
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
9,349
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
9,346
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
9,339
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
9,333
shares
|
$1.05 Million
0.25% of portfolio
|
Q2 2025
Reduced 28.5%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
9,327
shares
|
$1.05 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
9,314
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
9,310
shares
|
$1.04 Million
0.51% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,307
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2023
Reduced 2.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,306
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,305
shares
|
$1.04 Million
0.31% of portfolio
|
Q4 2024
Reduced 70.09%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
9,304
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
9,300
shares
|
$1.04 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
9,294
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
9,264
shares
|
$1.04 Million
1.0% of portfolio
|
Q2 2023
Reduced 1.5%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
9,263
shares
|
$1.04 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.39%
|