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 4,758 institutions that hold shares in the stock, with a total of 2.66 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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
5,689
shares
|
$614,696
0.3% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,687
shares
|
$614,480
0.15% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
5,681
shares
|
$613,832
0.16% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
5,678
shares
|
$613,507
0.25% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
5,667
shares
|
$612,319
0.55% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5,666
shares
|
$612,211
0.28% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,663
shares
|
$611,887
0.37% of portfolio
|
Q2 2022
Reduced 76.15%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,659
shares
|
$611,454
0.88% of portfolio
|
Q4 2022
Added 57.54%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
5,658
shares
|
$611,346
0.04% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
5,655
shares
|
$611,022
0.47% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,652
shares
|
$610,698
0.31% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
5,649
shares
|
$610,374
0.15% of portfolio
|
Q1 2025
Added 47.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
5,647
shares
|
$610,158
0.2% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,645
shares
|
$609,942
0.24% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
5,639
shares
|
$609,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
5,638
shares
|
$609,185
0.07% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
5,625
shares
|
$607,781
0.46% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
5,621
shares
|
$607,349
0.29% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
5,620
shares
|
$607,241
0.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
5,620
shares
|
$607,241
0.13% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,619
shares
|
$607,132
0.49% of portfolio
|
Q3 2023
Added 32.68%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
5,615
shares
|
$606,700
0.51% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
5,609
shares
|
$606,052
0.32% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
5,607
shares
|
$605,836
0.42% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
5,603
shares
|
$605,404
0.12% of portfolio
|
Q1 2025
Added 9.48%
|