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 |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
3,760
shares
|
$421,721
0.1% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
3,754
shares
|
$421,048
0.47% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
3,751
shares
|
$420,712
0.25% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
3,748
shares
|
$420,375
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,744
shares
|
$419,927
0.17% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
3,742
shares
|
$419,702
0.12% of portfolio
|
Q2 2024
Added 27.19%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
3,740
shares
|
$419,478
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
3,738
shares
|
$419,254
0.23% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
3,738
shares
|
$419,254
0.3% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,737
shares
|
$419,141
0.09% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
3,733
shares
|
$418,693
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,722
shares
|
$417,459
0.22% of portfolio
|
Q3 2023
Added 25.15%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,721
shares
|
$417,347
0.08% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
3,715
shares
|
$416,674
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,714
shares
|
$416,562
0.09% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
3,711
shares
|
$416,225
0.41% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
3,710
shares
|
$416,113
0.19% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
3,701
shares
|
$415,104
0.1% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,700
shares
|
$414,992
0.04% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3,699
shares
|
$414,879
0.2% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
3,698
shares
|
$414,767
0.16% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
3,695
shares
|
$414,431
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
3,693
shares
|
$414,206
0.24% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,690
shares
|
$413,870
0.17% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,688
shares
|
$413,646
0.1% of portfolio
|
Q1 2023
Added 8.63%
|