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 4,749 institutions that hold shares in the stock, with a total of 2.65 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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,937
shares
|
$429,762
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,929
shares
|
$428,889
0.53% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
3,929
shares
|
$428,889
0.03% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
3,922
shares
|
$428,125
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
3,921
shares
|
$428,016
0.16% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
3,921
shares
|
$428,016
0.5% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
3,919
shares
|
$427,798
0.26% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
3,918
shares
|
$427,688
0.1% of portfolio
|
Q2 2024
Added 10.49%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
3,918
shares
|
$427,688
0.22% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
3,913
shares
|
$427,143
0.27% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
3,911
shares
|
$426,924
0.23% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,903
shares
|
$426,051
0.23% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
3,901
shares
|
$425,833
0.25% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
3,894
shares
|
$425,069
0.16% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
3,893
shares
|
$424,959
0.05% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3,889
shares
|
$424,523
0.17% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,885
shares
|
$424,086
0.3% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,879
shares
|
$423,431
0.28% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
3,878
shares
|
$423,322
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
3,876
shares
|
$423,104
0.38% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,868
shares
|
$422,230
0.15% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,868
shares
|
$422,230
0.39% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
3,865
shares
|
$421,903
0.29% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,858
shares
|
$421,139
0.04% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
3,853
shares
|
$420,593
0.66% of portfolio
|
Q1 2025
Reduced 9.13%
|