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 |
|---|---|---|---|---|---|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
8,813
shares
|
$953,478
0.47% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
8,805
shares
|
$952,612
0.17% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
8,793
shares
|
$951,314
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
8,793
shares
|
$951,314
0.24% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
8,789
shares
|
$950,881
0.5% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,777
shares
|
$949,583
0.5% of portfolio
|
Q1 2025
Reduced 41.27%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
8,777
shares
|
$949,583
0.3% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,774
shares
|
$949,259
0.36% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Armstrong Henry H Associates Inc
|
Apr 08, 2025 Q1 2025 |
8,755
shares
|
$947,203
0.1% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
8,754
shares
|
$947,095
0.11% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
8,743
shares
|
$945,905
0.54% of portfolio
|
Q1 2025
Added 84.33%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
8,740
shares
|
$945,580
0.94% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
8,737
shares
|
$945,256
0.44% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
8,736
shares
|
$945,147
0.71% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
8,736
shares
|
$945,147
0.32% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
8,728
shares
|
$944,282
0.14% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
8,717
shares
|
$943,092
0.2% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
8,700
shares
|
$941,253
0.2% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
8,693
shares
|
$940,495
0.38% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
8,678
shares
|
$938,872
0.14% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
8,669
shares
|
$937,899
0.31% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
8,666
shares
|
$937,574
0.18% of portfolio
|
Q4 2024
Reduced 77.56%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
8,662
shares
|
$937,141
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
8,644
shares
|
$935,194
0.21% of portfolio
|
Q4 2024
Added 947.76%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
8,642
shares
|
$934,977
0.7% of portfolio
|
Q3 2023
Reduced 1.1%
|