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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,999
shares
|
$446,528
0.21% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,997
shares
|
$446,305
0.38% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,993
shares
|
$445,858
0.04% of portfolio
|
Q2 2024
Added 6.51%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,991
shares
|
$445,635
0.08% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,989
shares
|
$445,411
0.23% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
3,961
shares
|
$442,285
0.24% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
3,961
shares
|
$442,285
0.26% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,954
shares
|
$441,503
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
|
$441,391
0.35% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,950
shares
|
$441,057
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
3,950
shares
|
$441,057
0.51% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
3,944
shares
|
$440,387
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
3,944
shares
|
$440,387
0.09% of portfolio
|
Q2 2025
Added 82.34%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
3,942
shares
|
$440,163
0.25% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
3,942
shares
|
$440,163
0.12% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
3,940
shares
|
$439,940
0.24% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
3,932
shares
|
$439,047
0.21% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,929
shares
|
$438,712
0.53% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
3,929
shares
|
$438,712
0.03% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
3,926
shares
|
$438,377
0.2% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
3,922
shares
|
$437,930
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
3,921
shares
|
$437,818
0.5% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,903
shares
|
$435,808
0.23% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
3,901
shares
|
$435,585
0.25% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
3,894
shares
|
$434,804
0.16% of portfolio
|
Q1 2025
Reduced 8.63%
|