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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
431
shares
|
$49,047
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
431
shares
|
$49,047
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
420
shares
|
$47,796
0.03% of portfolio
|
Q2 2023
Reduced 9.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
415
shares
|
$47,227
0.02% of portfolio
|
Q1 2025
Added 98.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
409
shares
|
$46,544
0.02% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
408
shares
|
$46,430
0.02% of portfolio
|
Q2 2024
Added 27.5%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
408
shares
|
$46,430
0.04% of portfolio
|
Q4 2024
Reduced 42.37%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
407
shares
|
$46,316
0.04% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
403
shares
|
$45,861
0.02% of portfolio
|
Q1 2025
Reduced 41.76%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
385
shares
|
$43,813
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
371
shares
|
$42,219
0.02% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
359
shares
|
$40,854
0.01% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
350
shares
|
$39,830
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
340
shares
|
$38,692
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
340
shares
|
$38,692
0.03% of portfolio
|
Q1 2025
Added 24.41%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
339
shares
|
$38,578
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
320
shares
|
$36,416
0.02% of portfolio
|
Q1 2025
Added 1500.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
319
shares
|
$36,302
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
308
shares
|
$35,050
0.05% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
303
shares
|
$34,481
0.02% of portfolio
|
Q1 2025
Reduced 82.11%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
298
shares
|
$33,912
0.0% of portfolio
|
Q1 2025
Added 396.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
294
shares
|
$33,457
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
280
shares
|
$31,864
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
278
shares
|
$31,636
0.02% of portfolio
|
Q3 2024
Reduced 89.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
270
shares
|
$30,726
0.0% of portfolio
|
Q1 2024
Reduced 22.86%
|