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 4,758 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 $303 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,453
shares
|
$165,351
0.14% of portfolio
|
Q4 2024
Reduced 50.76%
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,403
shares
|
$159,661
0.06% of portfolio
|
Q1 2024
New holding
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,366
shares
|
$155,450
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,357
shares
|
$154,426
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,347
shares
|
$153,288
0.11% of portfolio
|
Q4 2024
Reduced 43.38%
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
1,329
shares
|
$151,240
0.06% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,326
shares
|
$150,898
0.03% of portfolio
|
Q4 2024
Added 149.72%
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
1,315
shares
|
$149,647
0.08% of portfolio
|
Q1 2025
New holding
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,309
shares
|
$148,964
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
1,293
shares
|
$147,143
0.13% of portfolio
|
Q4 2022
Reduced 11.44%
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
1,277
shares
|
$145,322
0.13% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,259
shares
|
$143,274
0.07% of portfolio
|
Q2 2023
New holding
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,245
shares
|
$141,681
0.03% of portfolio
|
Q1 2025
Reduced 95.6%
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,243
shares
|
$141,453
0.09% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,229
shares
|
$139,860
0.13% of portfolio
|
Q1 2025
Added 59.82%
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,225
shares
|
$139,405
0.08% of portfolio
|
Q1 2025
Added 19.98%
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,219
shares
|
$138,722
0.05% of portfolio
|
Q1 2025
Added 5.27%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,147
shares
|
$130,528
0.13% of portfolio
|
Q1 2025
Added 7.2%
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,133
shares
|
$128,935
0.04% of portfolio
|
Q1 2025
Reduced 51.16%
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,132
shares
|
$128,821
0.05% of portfolio
|
Q1 2025
New holding
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,123
shares
|
$127,797
0.04% of portfolio
|
Q1 2025
Added 190.93%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,095
shares
|
$124,611
0.1% of portfolio
|
Q1 2025
Added 0.83%
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,094
shares
|
$124,497
0.01% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,089
shares
|
$123,928
0.1% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,088
shares
|
$123,814
0.03% of portfolio
|
Q1 2025
New holding
|