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 |
|---|---|---|---|---|---|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
4,163
shares
|
$466,922
0.41% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
4,156
shares
|
$466,136
0.14% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
4,155
shares
|
$466,024
0.38% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
4,155
shares
|
$466,024
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,148
shares
|
$465,239
0.04% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,145
shares
|
$464,903
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
4,134
shares
|
$463,669
0.12% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,128
shares
|
$462,996
0.07% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
4,123
shares
|
$462,435
0.09% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
4,119
shares
|
$461,987
0.42% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
4,117
shares
|
$461,762
0.13% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
4,117
shares
|
$461,762
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,113
shares
|
$461,314
0.14% of portfolio
|
Q1 2025
Added 46.01%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
4,112
shares
|
$461,201
0.19% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,106
shares
|
$460,528
0.7% of portfolio
|
Q1 2024
Added 17.79%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
4,105
shares
|
$460,416
0.08% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
4,098
shares
|
$459,631
0.26% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
4,096
shares
|
$459,407
0.46% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
4,087
shares
|
$458,397
0.13% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,085
shares
|
$458,173
0.26% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,077
shares
|
$457,276
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,076
shares
|
$457,164
0.05% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
4,072
shares
|
$456,715
0.08% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
4,061
shares
|
$455,481
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
4,060
shares
|
$455,369
0.18% of portfolio
|
Q2 2025
Added 0.07%
|