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 |
---|---|---|---|---|---|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
2,600
shares
|
$291,616
0.13% of portfolio
|
Q2 2025
Added 2.97%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,592
shares
|
$290,718
0.14% of portfolio
|
Q2 2025
Added 10.06%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
2,591
shares
|
$290,606
0.18% of portfolio
|
Q2 2025
Reduced 39.74%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,589
shares
|
$290,382
0.15% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,583
shares
|
$289,709
0.09% of portfolio
|
Q2 2025
Added 0.78%
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
2,581
shares
|
$289,484
0.15% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
2,580
shares
|
$289,372
0.13% of portfolio
|
Q2 2025
Added 4.78%
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
2,570
shares
|
$288,251
0.22% of portfolio
|
Q4 2024
New holding
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
2,565
shares
|
$287,690
0.1% of portfolio
|
Q2 2025
Added 28.38%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
2,562
shares
|
$287,353
0.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,559
shares
|
$287,017
0.11% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,559
shares
|
$287,017
0.13% of portfolio
|
Q2 2025
Added 0.24%
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
2,552
shares
|
$286,232
0.04% of portfolio
|
Q2 2025
New holding
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
2,550
shares
|
$286,008
0.14% of portfolio
|
Q2 2025
Added 218.75%
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
2,548
shares
|
$285,783
0.05% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
2,548
shares
|
$285,783
0.12% of portfolio
|
Q2 2025
New holding
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
2,545
shares
|
$285,447
0.05% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
2,545
shares
|
$285,447
0.23% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,541
shares
|
$284,998
0.04% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,538
shares
|
$284,662
0.37% of portfolio
|
Q3 2022
Reduced 33.85%
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,537
shares
|
$284,549
0.14% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2,536
shares
|
$284,437
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
2,533
shares
|
$284,101
0.09% of portfolio
|
Q2 2025
Added 1.28%
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
2,531
shares
|
$283,876
0.08% of portfolio
|
Q1 2025
New holding
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
2,528
shares
|
$283,540
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|