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 4,740 institutions that hold shares in the stock, with a total of 2.66 Billion shares, which have been reported (via 13F filing form) to have a value of $274 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,954
shares
|
$201,789
0.15% of portfolio
|
Q4 2024
New holding
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
1,953
shares
|
$201,686
0.21% of portfolio
|
Q1 2024
New holding
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
1,952
shares
|
$201,583
0.19% of portfolio
|
Q4 2024
New holding
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
1,948
shares
|
$201,169
0.19% of portfolio
|
Q1 2025
New holding
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
1,945
shares
|
$200,860
0.07% of portfolio
|
Q1 2025
Added 2.37%
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,944
shares
|
$200,756
0.03% of portfolio
|
Q4 2024
Added 8.72%
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,944
shares
|
$200,756
0.21% of portfolio
|
Q1 2025
New holding
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
1,937
shares
|
$200,033
0.05% of portfolio
|
Q1 2025
New holding
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
1,935
shares
|
$199,827
0.1% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
1,933
shares
|
$199,620
0.15% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
1,932
shares
|
$199,517
0.13% of portfolio
|
Q1 2025
Added 1.52%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,932
shares
|
$199,517
0.25% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
1,932
shares
|
$199,517
0.14% of portfolio
|
Q4 2024
New holding
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
1,927
shares
|
$199,001
0.06% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
1,918
shares
|
$198,071
0.05% of portfolio
|
Q1 2025
New holding
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,914
shares
|
$197,658
0.2% of portfolio
|
Q1 2024
New holding
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
1,914
shares
|
$197,658
0.16% of portfolio
|
Q3 2024
New holding
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,914
shares
|
$197,658
0.12% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
1,905
shares
|
$196,729
0.12% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,900
shares
|
$196,213
0.02% of portfolio
|
Q4 2024
Reduced 34.48%
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
1,900
shares
|
$196,213
0.09% of portfolio
|
Q3 2023
New holding
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
May 09, 2025 Q1 2025 |
1,900
shares
|
$196,213
0.04% of portfolio
|
Q1 2025
New holding
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
1,900
shares
|
$196,213
0.35% of portfolio
|
Q1 2025
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
1,900
shares
|
$196,213
0.08% of portfolio
|
Q4 2022
New holding
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,898
shares
|
$196,006
0.22% of portfolio
|
Q1 2025
Added 76.56%
|