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 |
|---|---|---|---|---|---|
|
Core Commodity Management, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
4,052
shares
|
$454,472
0.17% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
4,051
shares
|
$454,360
0.2% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
4,044
shares
|
$453,575
0.26% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
4,043
shares
|
$453,462
0.14% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,039
shares
|
$453,014
0.05% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
4,038
shares
|
$452,902
0.16% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
4,037
shares
|
$452,789
0.05% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
4,026
shares
|
$451,556
0.11% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
4,025
shares
|
$451,444
0.21% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
4,023
shares
|
$451,219
0.15% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
4,015
shares
|
$450,322
0.5% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
4,015
shares
|
$450,322
0.59% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
4,009
shares
|
$449,649
0.26% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,007
shares
|
$449,425
0.08% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,002
shares
|
$448,864
0.35% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
3,999
shares
|
$448,527
0.11% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,997
shares
|
$448,303
0.38% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,993
shares
|
$447,854
0.04% of portfolio
|
Q2 2024
Added 6.51%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,991
shares
|
$447,630
0.08% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
3,990
shares
|
$447,518
0.13% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,989
shares
|
$447,406
0.23% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
3,980
shares
|
$446,396
0.08% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
3,974
shares
|
$445,723
0.4% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
3,972
shares
|
$445,499
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
3,971
shares
|
$445,387
0.36% of portfolio
|
Q2 2025
Added 4.12%
|