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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
6,247
shares
|
$675,862
0.49% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
6,235
shares
|
$674,564
0.47% of portfolio
|
Q1 2025
Added 46.05%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
6,217
shares
|
$672,617
0.5% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,214
shares
|
$672,292
0.62% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
6,212
shares
|
$672,076
0.24% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
6,200
shares
|
$670,778
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,199
shares
|
$670,669
0.69% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
6,198
shares
|
$670,561
0.24% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
6,196
shares
|
$670,345
0.61% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
6,184
shares
|
$669,046
0.25% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
6,178
shares
|
$668,397
0.39% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
6,165
shares
|
$666,991
0.45% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,161
shares
|
$666,558
0.27% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
6,159
shares
|
$666,342
0.65% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,153
shares
|
$665,693
0.39% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,151
shares
|
$665,476
0.03% of portfolio
|
Q2 2023
Added 10.71%
|
|
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
6,150
shares
|
$665,368
0.05% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
6,148
shares
|
$665,152
0.04% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
6,147
shares
|
$665,043
0.45% of portfolio
|
Q1 2025
Added 49.09%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
6,146
shares
|
$664,935
0.46% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
6,130
shares
|
$663,204
0.23% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,129
shares
|
$663,096
0.1% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,123
shares
|
$662,447
0.57% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
6,107
shares
|
$660,716
0.11% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,093
shares
|
$659,201
0.17% of portfolio
|
Q1 2025
Added 6.35%
|