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 |
---|---|---|---|---|---|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
542
shares
|
$60,790
0.02% of portfolio
|
Q2 2025
New holding
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
515
shares
|
$57,762
0.03% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
514
shares
|
$57,650
0.01% of portfolio
|
Q2 2025
Reduced 54.23%
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
508
shares
|
$56,977
0.04% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
508
shares
|
$56,977
0.04% of portfolio
|
Q2 2025
Added 24.51%
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
504
shares
|
$56,528
0.04% of portfolio
|
Q3 2023
Reduced 26.96%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
500
shares
|
$56,080
0.03% of portfolio
|
Q2 2020
Added 25.0%
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
475
shares
|
$53,276
0.03% of portfolio
|
Q4 2024
New holding
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
453
shares
|
$50,808
0.08% of portfolio
|
Q3 2024
New holding
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
451
shares
|
$50,584
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
451
shares
|
$50,584
0.02% of portfolio
|
Q2 2025
Added 8.67%
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
444
shares
|
$49,799
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
440
shares
|
$49,350
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
438
shares
|
$49,126
0.2% of portfolio
|
Q3 2024
New holding
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
431
shares
|
$48,340
0.03% of portfolio
|
Q4 2022
New holding
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
431
shares
|
$48,340
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
428
shares
|
$48,004
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
423
shares
|
$47,443
0.02% of portfolio
|
Q1 2025
Added 24.41%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
420
shares
|
$47,107
0.03% of portfolio
|
Q2 2023
Reduced 9.87%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
409
shares
|
$45,873
0.02% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
408
shares
|
$45,761
0.01% of portfolio
|
Q2 2024
Added 27.5%
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
408
shares
|
$45,761
0.04% of portfolio
|
Q2 2025
Added 0.25%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
398
shares
|
$44,639
0.01% of portfolio
|
Q2 2025
Added 7.28%
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
395
shares
|
$44,303
0.02% of portfolio
|
Q2 2025
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
390
shares
|
$43,742
0.0% of portfolio
|
Q2 2025
Reduced 94.89%
|