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 |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$240,919
0.22% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
2,144
shares
|
$240,471
0.12% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
2,144
shares
|
$240,471
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
2,143
shares
|
$240,358
0.16% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
2,138
shares
|
$239,798
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,136
shares
|
$239,573
0.39% of portfolio
|
Q3 2023
Reduced 55.71%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,136
shares
|
$239,573
0.06% of portfolio
|
Q2 2025
Reduced 64.63%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,135
shares
|
$239,461
0.14% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
2,133
shares
|
$239,237
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
2,131
shares
|
$239,012
0.13% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
2,131
shares
|
$239,012
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
2,126
shares
|
$238,452
0.11% of portfolio
|
Q2 2025
Reduced 84.67%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
2,126
shares
|
$238,452
0.11% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
2,122
shares
|
$238,003
0.38% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
2,120
shares
|
$237,779
0.08% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,120
shares
|
$237,779
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,120
shares
|
$237,779
0.06% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,114
shares
|
$237,106
0.07% of portfolio
|
Q2 2023
Added 4.6%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
2,114
shares
|
$237,106
0.07% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,114
shares
|
$237,106
0.08% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,113
shares
|
$236,994
0.12% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
2,106
shares
|
$236,208
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,101
shares
|
$235,648
0.08% of portfolio
|
Q2 2025
Reduced 73.13%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,101
shares
|
$235,648
0.22% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,101
shares
|
$235,648
0.04% of portfolio
|
Q1 2025
Reduced 3.71%
|