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 |
---|---|---|---|---|---|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,790
shares
|
$537,246
0.12% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,784
shares
|
$536,573
0.27% of portfolio
|
Q2 2025
Reduced 53.4%
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
4,781
shares
|
$536,236
0.43% of portfolio
|
Q2 2025
Reduced 70.1%
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
4,781
shares
|
$536,236
0.39% of portfolio
|
Q2 2025
Added 0.61%
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,779
shares
|
$536,012
0.05% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,777
shares
|
$535,788
0.36% of portfolio
|
Q2 2025
Added 0.02%
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,762
shares
|
$534,105
0.09% of portfolio
|
Q2 2025
Added 3.01%
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
4,756
shares
|
$533,432
0.39% of portfolio
|
Q2 2025
New holding
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
4,743
shares
|
$531,974
0.3% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
4,733
shares
|
$530,853
0.43% of portfolio
|
Q2 2025
Added 0.92%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,732
shares
|
$530,741
0.1% of portfolio
|
Q2 2025
Added 144.04%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
4,731
shares
|
$530,628
0.17% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
4,727
shares
|
$530,180
0.09% of portfolio
|
Q2 2025
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,720
shares
|
$529,395
0.46% of portfolio
|
Q2 2025
Added 3.03%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,711
shares
|
$528,385
0.31% of portfolio
|
Q2 2025
Added 0.06%
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,711
shares
|
$528,385
0.25% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
4,711
shares
|
$528,385
0.34% of portfolio
|
Q2 2025
Added 11.87%
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
4,706
shares
|
$527,824
0.28% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,700
shares
|
$527,152
0.26% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
4,697
shares
|
$526,815
0.27% of portfolio
|
Q2 2025
Added 1.45%
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
4,697
shares
|
$526,815
0.26% of portfolio
|
Q2 2025
Added 0.75%
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,697
shares
|
$526,815
0.16% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
4,693
shares
|
$526,366
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
4,691
shares
|
$526,142
0.15% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
4,691
shares
|
$526,142
0.33% of portfolio
|
Q1 2025
Added 0.9%
|