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 |
|---|---|---|---|---|---|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,087
shares
|
$658,552
0.31% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
6,085
shares
|
$658,336
0.24% of portfolio
|
Q1 2025
Added 147.26%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
6,079
shares
|
$657,687
0.12% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
6,079
shares
|
$657,687
0.15% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,077
shares
|
$657,470
0.09% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
6,074
shares
|
$657,146
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
6,072
shares
|
$656,929
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
6,067
shares
|
$656,388
0.63% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
6,064
shares
|
$656,064
0.28% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
6,064
shares
|
$656,064
0.55% of portfolio
|
Q2 2022
Added 13.84%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
6,061
shares
|
$655,739
0.68% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
6,060
shares
|
$655,631
0.71% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
6,055
shares
|
$655,090
0.08% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
6,047
shares
|
$654,224
0.25% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,041
shares
|
$653,575
0.2% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
6,040
shares
|
$653,467
0.53% of portfolio
|
Q3 2022
Reduced 4.79%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
6,040
shares
|
$653,467
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
6,039
shares
|
$653,359
0.2% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
6,017
shares
|
$650,979
0.82% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
6,014
shares
|
$650,654
0.48% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
6,012
shares
|
$650,438
0.6% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
5,992
shares
|
$648,274
0.17% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,974
shares
|
$646,327
0.36% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
5,973
shares
|
$646,218
0.64% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
5,966
shares
|
$645,461
0.16% of portfolio
|
Q1 2025
Added 33.05%
|