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 4,744 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 $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,121
shares
|
$556,038
0.01% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
5,111
shares
|
$554,952
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
5,106
shares
|
$554,409
0.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
5,099
shares
|
$553,649
0.35% of portfolio
|
Q1 2025
Reduced 35.37%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,092
shares
|
$552,889
0.22% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
5,088
shares
|
$552,455
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
5,083
shares
|
$551,912
0.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
5,068
shares
|
$550,283
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
5,067
shares
|
$550,174
0.28% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,026
shares
|
$545,723
0.06% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
5,026
shares
|
$545,723
0.14% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,020
shares
|
$545,071
0.35% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,019
shares
|
$544,963
0.14% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
5,011
shares
|
$544,094
0.14% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,007
shares
|
$543,660
0.08% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,006
shares
|
$543,551
0.68% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
5,000
shares
|
$542,900
0.07% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$542,900
0.32% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
4,994
shares
|
$542,248
0.24% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
4,986
shares
|
$541,379
0.32% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
4,985
shares
|
$541,271
0.02% of portfolio
|
Q1 2025
Added 93.52%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
4,980
shares
|
$540,728
0.41% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
4,975
shares
|
$540,185
0.43% of portfolio
|
Q4 2022
Added 25.16%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,972
shares
|
$539,859
0.25% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
4,968
shares
|
$539,425
0.14% of portfolio
|
Q1 2025
Added 0.34%
|