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 |
|---|---|---|---|---|---|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
5,553
shares
|
$622,824
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
5,552
shares
|
$622,712
0.09% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
5,552
shares
|
$622,712
0.38% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,548
shares
|
$622,263
0.45% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
5,501
shares
|
$616,992
0.19% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
5,498
shares
|
$616,655
0.43% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
5,497
shares
|
$616,543
0.06% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
5,481
shares
|
$614,748
0.44% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,475
shares
|
$614,076
0.26% of portfolio
|
Q1 2024
Reduced 13.44%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
5,473
shares
|
$613,851
0.28% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
5,466
shares
|
$613,066
0.04% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
5,462
shares
|
$612,617
0.44% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
5,461
shares
|
$612,505
0.54% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
5,458
shares
|
$612,169
0.22% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
5,458
shares
|
$612,169
0.4% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
5,450
shares
|
$611,272
0.46% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
5,447
shares
|
$610,935
0.3% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
5,441
shares
|
$610,262
0.25% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
5,437
shares
|
$609,813
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
5,434
shares
|
$609,477
0.4% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
5,409
shares
|
$606,673
0.01% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
5,407
shares
|
$606,449
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,404
shares
|
$606,112
0.14% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
5,404
shares
|
$606,112
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
5,403
shares
|
$606,000
0.25% of portfolio
|
Q2 2025
Added 1.31%
|