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 4,314 institutions that hold shares in the stock, with a total of 2.63 Billion shares, which have been reported (via 13F filing form) to have a value of $316 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
650
shares
|
$78,208
0.04% of portfolio
|
Q2 2024
Added 115.23%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
641
shares
|
$77,125
0.01% of portfolio
|
Q1 2022
Reduced 78.83%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
635
shares
|
$76,403
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
631
shares
|
$75,921
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
628
shares
|
$75,560
0.03% of portfolio
|
Q3 2024
Reduced 44.33%
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
611
shares
|
$73,515
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
610
shares
|
$73,395
0.03% of portfolio
|
Q2 2022
Reduced 55.41%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
600
shares
|
$72,192
0.04% of portfolio
|
Q1 2022
Reduced 10.71%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
595
shares
|
$71,590
0.04% of portfolio
|
Q1 2024
Reduced 98.78%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
582
shares
|
$70,026
0.09% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
574
shares
|
$69,063
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
570
shares
|
$68,582
0.04% of portfolio
|
Q3 2024
Added 111.11%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
565
shares
|
$67,980
0.03% of portfolio
|
Q2 2024
Added 98.94%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
560
shares
|
$67,379
0.01% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
547
shares
|
$65,815
0.03% of portfolio
|
Q1 2022
Added 14.44%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$65,213
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
539
shares
|
$64,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
531
shares
|
$63,889
0.01% of portfolio
|
Q3 2024
Reduced 42.53%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
522
shares
|
$62,807
0.06% of portfolio
|
Q3 2022
Added 0.77%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
508
shares
|
$61,122
0.04% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
504
shares
|
$60,641
0.04% of portfolio
|
Q3 2023
Reduced 26.96%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
500
shares
|
$60,160
0.03% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
464
shares
|
$55,828
0.02% of portfolio
|
Q2 2023
Reduced 72.84%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
459
shares
|
$55,226
0.09% of portfolio
|
Q2 2024
Reduced 39.53%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
453
shares
|
$54,504
0.04% of portfolio
|
Q3 2024
New holding
|