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 4,452 institutions that hold shares in the stock, with a total of 2.64 Billion shares, which have been reported (via 13F filing form) to have a value of $287 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
612
shares
|
$66,640
0.02% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
611
shares
|
$66,531
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
610
shares
|
$66,422
0.03% of portfolio
|
Q2 2022
Reduced 55.41%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
600
shares
|
$65,334
0.04% of portfolio
|
Q1 2022
Reduced 10.71%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
595
shares
|
$64,789
0.03% of portfolio
|
Q1 2024
Reduced 98.78%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
584
shares
|
$63,591
0.01% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
582
shares
|
$63,373
0.09% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
580
shares
|
$63,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
574
shares
|
$62,502
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
570
shares
|
$62,067
0.04% of portfolio
|
Q3 2024
Added 111.11%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
565
shares
|
$61,522
0.03% of portfolio
|
Q2 2024
Added 98.94%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
561
shares
|
$61,087
0.0% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
560
shares
|
$60,978
0.01% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
547
shares
|
$59,562
0.03% of portfolio
|
Q1 2022
Added 14.44%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$59,018
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
531
shares
|
$57,820
0.01% of portfolio
|
Q3 2024
Reduced 42.53%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
525
shares
|
$57,167
0.04% of portfolio
|
Q4 2024
Reduced 70.83%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
508
shares
|
$55,316
0.04% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
504
shares
|
$54,880
0.04% of portfolio
|
Q3 2023
Reduced 26.96%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
503
shares
|
$54,771
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
500
shares
|
$54,445
0.03% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
453
shares
|
$49,327
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
449
shares
|
$48,891
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
446
shares
|
$48,564
0.02% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
446
shares
|
$48,564
0.01% of portfolio
|
Q3 2024
Reduced 61.35%
|