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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
8,028
shares
|
$900,420
0.34% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
8,025
shares
|
$900,084
0.46% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
8,021
shares
|
$899,635
0.13% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
8,017
shares
|
$899,186
1.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
8,010
shares
|
$898,401
0.83% of portfolio
|
Q2 2023
Added 10.29%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
8,008
shares
|
$898,177
0.09% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$897,280
0.11% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Cornell University
New York, NY |
Dec 02, 2024 Q3 2024 |
8,000
shares
|
$897,280
27.22% of portfolio
|
Q1 2024
Reduced 99.0%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
7,998
shares
|
$897,055
0.09% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,967
shares
|
$893,578
0.49% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,944
shares
|
$890,999
0.13% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
7,940
shares
|
$890,550
0.58% of portfolio
|
Q1 2025
Reduced 39.3%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
7,933
shares
|
$889,765
0.49% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
7,933
shares
|
$889,765
0.18% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
7,914
shares
|
$887,634
0.28% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
7,911
shares
|
$887,297
0.43% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,873
shares
|
$883,035
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
7,866
shares
|
$882,250
0.13% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Fractal Investments LLC
|
Jul 07, 2025 Q2 2025 |
7,861
shares
|
$881,689
0.12% of portfolio
|
Q2 2024
Added 17.33%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
7,857
shares
|
$881,241
0.63% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
7,852
shares
|
$880,680
0.08% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
7,845
shares
|
$879,895
0.18% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
7,830
shares
|
$878,212
0.13% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
7,816
shares
|
$876,642
0.03% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
7,811
shares
|
$876,081
0.26% of portfolio
|
Q4 2024
Added 35.56%
|