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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
8,430
shares
|
$912,041
0.33% of portfolio
|
Q4 2024
Added 108.05%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
8,424
shares
|
$911,392
0.58% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
8,418
shares
|
$910,743
0.44% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
8,418
shares
|
$910,743
0.65% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
8,413
shares
|
$910,202
0.78% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
8,405
shares
|
$909,336
0.73% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,397
shares
|
$908,471
0.54% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
8,393
shares
|
$908,038
0.21% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
8,371
shares
|
$905,658
0.8% of portfolio
|
Q3 2023
Reduced 73.72%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
8,367
shares
|
$905,225
0.53% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
8,363
shares
|
$904,792
0.44% of portfolio
|
Q2 2022
Added 14.06%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
8,363
shares
|
$904,792
0.19% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
8,346
shares
|
$902,953
0.16% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
8,343
shares
|
$902,629
0.1% of portfolio
|
Q1 2025
Added 56.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
8,333
shares
|
$901,547
0.14% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
8,331
shares
|
$901,330
0.38% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
8,330
shares
|
$901,222
0.83% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
8,323
shares
|
$900,465
0.6% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
8,306
shares
|
$898,626
0.63% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
8,304
shares
|
$898,409
0.71% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
8,303
shares
|
$898,301
0.36% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
8,301
shares
|
$898,085
0.08% of portfolio
|
Q1 2025
Reduced 50.29%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
8,300
shares
|
$897,977
0.14% of portfolio
|
N/A
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
8,298
shares
|
$897,760
0.1% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
8,296
shares
|
$897,544
0.24% of portfolio
|
Q1 2025
Added 1.69%
|