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 |
|---|---|---|---|---|---|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
6,017
shares
|
$674,866
0.4% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
6,016
shares
|
$674,754
0.38% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
5,998
shares
|
$672,735
0.07% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
5,998
shares
|
$672,735
0.06% of portfolio
|
Q2 2025
Added 186.99%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
5,998
shares
|
$672,735
0.23% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
5,994
shares
|
$672,287
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jul 25, 2025 Q2 2025 |
5,986
shares
|
$671,389
0.48% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,981
shares
|
$670,828
0.13% of portfolio
|
Q2 2025
Reduced 41.82%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
5,979
shares
|
$670,604
0.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
5,979
shares
|
$670,604
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,974
shares
|
$670,043
0.36% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,972
shares
|
$669,819
0.19% of portfolio
|
Q2 2025
Added 96.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,961
shares
|
$668,585
0.78% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
5,961
shares
|
$668,585
0.36% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
5,959
shares
|
$668,361
0.22% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
5,959
shares
|
$668,361
0.14% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,954
shares
|
$667,800
0.35% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,948
shares
|
$667,127
0.18% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
5,948
shares
|
$667,127
0.06% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
5,932
shares
|
$665,333
0.18% of portfolio
|
Q2 2025
Reduced 52.19%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
5,928
shares
|
$664,884
0.23% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,928
shares
|
$664,884
0.44% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
5,927
shares
|
$664,772
0.27% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
5,925
shares
|
$664,548
0.35% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
5,922
shares
|
$664,211
0.16% of portfolio
|
Q2 2025
Added 57.08%
|