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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
7,074
shares
|
$765,336
0.47% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
7,069
shares
|
$764,795
0.34% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
7,056
shares
|
$763,388
0.27% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
7,050
shares
|
$762,739
0.66% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
7,042
shares
|
$761,873
0.06% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
7,031
shares
|
$760,683
0.18% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
7,028
shares
|
$760,359
0.21% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
7,022
shares
|
$759,710
0.2% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
7,005
shares
|
$757,870
0.63% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2025 Q1 2025 |
7,000
shares
|
$757,330
0.11% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,987
shares
|
$755,923
0.12% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
6,973
shares
|
$754,408
0.69% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
6,968
shares
|
$753,867
0.3% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
6,961
shares
|
$753,110
0.15% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,955
shares
|
$752,461
0.26% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
6,945
shares
|
$751,379
0.95% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
6,938
shares
|
$750,622
0.21% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,929
shares
|
$749,648
0.28% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
6,917
shares
|
$748,350
0.31% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
6,911
shares
|
$747,701
0.33% of portfolio
|
Q1 2025
Added 153.15%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
6,911
shares
|
$747,701
0.47% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
6,908
shares
|
$747,376
0.1% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
6,863
shares
|
$742,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
6,858
shares
|
$741,967
0.26% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,855
shares
|
$741,642
1.06% of portfolio
|
Q1 2025
New holding
|