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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
5,698
shares
|
$639,087
0.04% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
5,695
shares
|
$638,751
0.59% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,687
shares
|
$637,853
0.15% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
5,678
shares
|
$636,844
0.25% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,675
shares
|
$636,508
0.12% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,675
shares
|
$636,508
0.47% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
5,664
shares
|
$635,274
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,663
shares
|
$635,162
0.37% of portfolio
|
Q2 2022
Reduced 76.15%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
5,662
shares
|
$635,049
0.27% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,659
shares
|
$634,713
0.88% of portfolio
|
Q4 2022
Added 57.54%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
5,658
shares
|
$634,601
0.04% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
5,655
shares
|
$634,264
0.47% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
5,655
shares
|
$634,264
0.1% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
5,655
shares
|
$634,264
0.27% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
5,649
shares
|
$633,591
0.12% of portfolio
|
Q1 2025
Added 47.22%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,645
shares
|
$633,143
0.24% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
5,621
shares
|
$630,451
0.06% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
5,621
shares
|
$630,451
0.23% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
5,620
shares
|
$630,339
0.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,619
shares
|
$630,227
0.49% of portfolio
|
Q3 2023
Added 32.68%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
5,607
shares
|
$628,881
0.42% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
5,602
shares
|
$628,320
0.38% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
5,588
shares
|
$626,750
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
5,584
shares
|
$626,301
0.24% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
5,559
shares
|
$623,497
0.46% of portfolio
|
Q2 2025
Reduced 11.18%
|