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 4,760 institutions that hold shares in the stock, with a total of 2.64 Billion shares, which have been reported (via 13F filing form) to have a value of $289 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
4,031
shares
|
$440,023
0.34% of portfolio
|
Q1 2025
Added 6.7%
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
4,030
shares
|
$439,914
0.09% of portfolio
|
Q1 2025
Added 6.33%
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
4,026
shares
|
$439,478
0.16% of portfolio
|
Q1 2025
Added 3.63%
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
4,024
shares
|
$439,259
0.3% of portfolio
|
Q1 2025
Added 1.16%
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,018
shares
|
$438,604
0.19% of portfolio
|
Q1 2025
Added 9.78%
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
4,017
shares
|
$438,495
0.09% of portfolio
|
Q1 2025
Reduced 21.34%
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
4,015
shares
|
$438,277
0.59% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
4,015
shares
|
$438,277
0.48% of portfolio
|
Q1 2025
Added 0.83%
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
4,011
shares
|
$437,840
0.7% of portfolio
|
Q1 2025
Added 0.1%
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
4,009
shares
|
$437,622
0.26% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,007
shares
|
$437,404
0.1% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,003
shares
|
$436,967
0.4% of portfolio
|
Q1 2025
New holding
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,002
shares
|
$436,858
0.35% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,999
shares
|
$436,530
0.21% of portfolio
|
Q1 2025
Added 0.88%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,993
shares
|
$435,875
0.04% of portfolio
|
Q2 2024
Added 6.51%
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,991
shares
|
$435,657
0.08% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
3,964
shares
|
$432,710
0.15% of portfolio
|
Q1 2025
Added 89.3%
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
3,961
shares
|
$432,382
0.24% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
3,961
shares
|
$432,382
0.26% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,954
shares
|
$431,618
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
3,953
shares
|
$431,509
0.35% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,950
shares
|
$431,182
0.13% of portfolio
|
Q1 2025
New holding
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
3,950
shares
|
$431,182
0.51% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
3,949
shares
|
$431,072
0.15% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
3,942
shares
|
$430,308
0.25% of portfolio
|
Q1 2025
Added 14.63%
|