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 4,743 institutions that hold shares in the stock, with a total of 2.68 Billion shares, which have been reported (via 13F filing form) to have a value of $292 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,301
shares
|
$251,177
0.18% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
2,301
shares
|
$251,177
0.18% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,296
shares
|
$250,631
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
2,294
shares
|
$250,413
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2,294
shares
|
$250,413
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,290
shares
|
$249,976
0.07% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
2,282
shares
|
$249,103
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,280
shares
|
$248,884
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
2,275
shares
|
$248,339
0.14% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
2,270
shares
|
$247,793
0.16% of portfolio
|
Q1 2025
Reduced 46.96%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
2,270
shares
|
$247,793
0.12% of portfolio
|
Q4 2023
Reduced 4.3%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
2,265
shares
|
$247,247
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Aurora Investment Managers, Llc.
|
Apr 08, 2025 Q1 2025 |
2,259
shares
|
$246,592
0.17% of portfolio
|
Q2 2024
Reduced 38.55%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,257
shares
|
$246,374
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,253
shares
|
$245,937
0.13% of portfolio
|
Q1 2023
Added 2.13%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,250
shares
|
$245,610
0.18% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
2,247
shares
|
$245,282
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,243
shares
|
$244,845
0.12% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,242
shares
|
$244,736
0.14% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
2,242
shares
|
$244,736
0.17% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
2,242
shares
|
$244,736
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
2,236
shares
|
$244,081
0.18% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,228
shares
|
$243,208
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Apr 08, 2025 Q1 2025 |
2,228
shares
|
$243,208
12.65% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
2,225
shares
|
$242,881
0.2% of portfolio
|
Q1 2025
Added 11.25%
|