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 4,757 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 $297 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
4,315
shares
|
$481,812
0.12% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
4,313
shares
|
$481,589
0.26% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
4,312
shares
|
$481,477
0.21% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
4,300
shares
|
$480,138
0.33% of portfolio
|
Q1 2025
Reduced 79.74%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
4,300
shares
|
$480,138
0.26% of portfolio
|
Q1 2025
Added 38.71%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,293
shares
|
$479,356
0.06% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,285
shares
|
$478,463
0.51% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
4,280
shares
|
$477,904
0.2% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,271
shares
|
$476,899
0.13% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
4,265
shares
|
$476,229
0.05% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,260
shares
|
$475,671
0.26% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,259
shares
|
$475,559
0.37% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
4,237
shares
|
$473,103
0.07% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,236
shares
|
$472,991
0.15% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
4,235
shares
|
$472,880
0.42% of portfolio
|
Q4 2023
Reduced 8.23%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
4,231
shares
|
$472,433
0.41% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
4,229
shares
|
$472,210
0.17% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
4,228
shares
|
$472,098
0.16% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
4,228
shares
|
$472,098
0.47% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
4,220
shares
|
$471,205
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,213
shares
|
$470,423
0.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
4,212
shares
|
$470,311
0.29% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
4,212
shares
|
$470,311
0.21% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,198
shares
|
$468,748
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,186
shares
|
$467,408
0.12% of portfolio
|
Q2 2025
Reduced 3.73%
|