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 |
|---|---|---|---|---|---|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
4,283
shares
|
$480,381
0.34% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
4,277
shares
|
$479,708
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
4,276
shares
|
$479,596
0.05% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,266
shares
|
$478,474
0.09% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,260
shares
|
$477,801
0.26% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
4,258
shares
|
$477,577
0.26% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,257
shares
|
$477,465
0.22% of portfolio
|
Q2 2025
Reduced 59.0%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,254
shares
|
$477,128
0.11% of portfolio
|
Q2 2025
Added 449.61%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
4,243
shares
|
$475,894
0.32% of portfolio
|
Q2 2025
Added 41.72%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,236
shares
|
$475,109
0.15% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Sep 04, 2025 Q2 2025 |
4,230
shares
|
$474,436
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
4,224
shares
|
$473,763
0.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
4,220
shares
|
$473,315
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
4,212
shares
|
$472,417
0.29% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
4,202
shares
|
$471,296
0.37% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,198
shares
|
$470,847
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4,188
shares
|
$469,726
0.2% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,186
shares
|
$469,501
0.12% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
4,183
shares
|
$469,165
0.2% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,177
shares
|
$468,492
0.08% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
4,175
shares
|
$468,268
0.35% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
4,171
shares
|
$467,819
0.09% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
4,170
shares
|
$467,707
0.11% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
4,170
shares
|
$467,707
0.08% of portfolio
|
Q2 2025
Reduced 25.8%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
4,167
shares
|
$467,370
0.28% of portfolio
|
Q2 2025
Added 1.29%
|