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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
7,711
shares
|
$834,253
2.8% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
7,709
shares
|
$834,036
0.54% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
7,708
shares
|
$833,928
0.33% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
7,706
shares
|
$833,712
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
7,695
shares
|
$832,522
0.43% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
7,691
shares
|
$832,089
1.04% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
7,688
shares
|
$831,764
0.22% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
7,684
shares
|
$831,331
0.46% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
7,678
shares
|
$830,682
0.6% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
7,673
shares
|
$830,141
0.74% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
7,665
shares
|
$829,276
0.09% of portfolio
|
Q1 2025
Added 51.84%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
7,653
shares
|
$827,978
0.24% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
7,646
shares
|
$827,220
0.04% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
7,631
shares
|
$825,597
0.02% of portfolio
|
Q1 2025
Reduced 33.54%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,630
shares
|
$825,489
0.1% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
7,622
shares
|
$824,624
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
7,612
shares
|
$823,542
0.78% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
7,592
shares
|
$821,378
0.1% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
7,590
shares
|
$821,162
0.4% of portfolio
|
Q1 2025
Added 143.5%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
7,585
shares
|
$820,621
0.09% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
7,582
shares
|
$820,296
0.6% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
7,580
shares
|
$820,080
0.81% of portfolio
|
Q2 2022
Reduced 76.4%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
7,572
shares
|
$819,214
0.04% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
7,567
shares
|
$818,673
0.37% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
7,564
shares
|
$818,349
0.32% of portfolio
|
Q1 2025
Reduced 2.53%
|