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 |
|---|---|---|---|---|---|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
3,885
shares
|
$435,741
0.09% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,884
shares
|
$435,629
0.07% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,879
shares
|
$435,068
0.28% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
3,873
shares
|
$434,395
0.05% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
3,871
shares
|
$434,171
0.13% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
3,856
shares
|
$432,488
0.13% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,853
shares
|
$432,152
0.15% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
3,849
shares
|
$431,703
0.25% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
3,844
shares
|
$431,143
0.3% of portfolio
|
Q2 2025
Reduced 67.52%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,843
shares
|
$431,030
0.08% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,840
shares
|
$430,694
0.14% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
3,840
shares
|
$430,694
0.26% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
3,839
shares
|
$430,582
0.1% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Wallace Hart LLC
Lexington, KY |
Aug 14, 2025 Q2 2025 |
3,837
shares
|
$430,357
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,831
shares
|
$429,684
0.06% of portfolio
|
Q2 2025
Added 83.21%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
3,830
shares
|
$429,572
0.14% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
3,830
shares
|
$429,572
0.35% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,822
shares
|
$428,675
0.04% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
3,822
shares
|
$428,675
0.08% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
3,819
shares
|
$428,339
2.22% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
3,818
shares
|
$428,226
0.31% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
3,818
shares
|
$428,226
1.56% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,817
shares
|
$428,114
0.14% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
3,817
shares
|
$428,114
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
3,816
shares
|
$428,002
0.44% of portfolio
|
Q2 2025
Reduced 2.88%
|