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 |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
3,969
shares
|
$445,163
0.62% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
3,962
shares
|
$444,377
0.09% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Jul 25, 2025 Q2 2025 |
3,961
shares
|
$444,265
0.2% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
3,961
shares
|
$444,265
0.26% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
3,960
shares
|
$444,153
0.15% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,958
shares
|
$443,929
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
3,955
shares
|
$443,592
0.06% of portfolio
|
Q2 2025
Added 46.48%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,948
shares
|
$442,807
0.13% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
3,945
shares
|
$442,471
0.19% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
3,944
shares
|
$442,359
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
|
$442,359
0.09% of portfolio
|
Q2 2025
Added 82.34%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
3,942
shares
|
$442,134
0.12% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
3,942
shares
|
$442,134
0.43% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
3,932
shares
|
$441,013
0.21% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
3,926
shares
|
$440,340
0.2% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
3,921
shares
|
$439,779
0.2% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
3,920
shares
|
$439,667
0.28% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
3,910
shares
|
$438,545
0.05% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
3,909
shares
|
$438,433
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
3,906
shares
|
$438,096
0.21% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
3,892
shares
|
$436,526
0.16% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
3,887
shares
|
$435,965
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
3,887
shares
|
$435,965
0.08% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
3,887
shares
|
$435,965
0.2% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
3,886
shares
|
$435,853
0.66% of portfolio
|
Q2 2025
Reduced 73.69%
|