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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,500
shares
|
$729,040
0.07% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6,498
shares
|
$728,815
0.35% of portfolio
|
Q1 2024
Reduced 64.68%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
6,496
shares
|
$728,591
0.24% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
6,487
shares
|
$727,581
0.53% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
6,487
shares
|
$727,581
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
6,482
shares
|
$727,021
0.16% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
6,469
shares
|
$725,563
0.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
6,458
shares
|
$724,329
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,452
shares
|
$723,656
0.1% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
6,450
shares
|
$723,432
0.49% of portfolio
|
Q2 2025
Added 25.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
6,440
shares
|
$722,310
0.22% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
6,428
shares
|
$720,964
0.23% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
6,424
shares
|
$720,515
0.2% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
6,419
shares
|
$719,955
0.07% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
6,414
shares
|
$719,394
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
6,412
shares
|
$719,169
0.11% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
6,395
shares
|
$717,263
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,394
shares
|
$717,151
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,393
shares
|
$717,038
1.3% of portfolio
|
Q3 2023
Reduced 6.58%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
6,389
shares
|
$716,590
0.57% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
6,386
shares
|
$716,253
0.24% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
6,379
shares
|
$715,468
0.36% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,373
shares
|
$714,795
0.5% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
6,367
shares
|
$714,122
0.32% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
6,361
shares
|
$713,449
0.53% of portfolio
|
Q2 2025
Reduced 3.17%
|