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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
387
shares
|
$43,405
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
366
shares
|
$41,050
0.01% of portfolio
|
Q2 2025
Added 121.82%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
350
shares
|
$39,256
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
350
shares
|
$39,256
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
344
shares
|
$38,583
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
305
shares
|
$34,208
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
298
shares
|
$33,423
0.0% of portfolio
|
Q1 2025
Added 396.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
294
shares
|
$32,975
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
280
shares
|
$31,404
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
278
shares
|
$31,180
0.02% of portfolio
|
Q3 2024
Reduced 89.22%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
277
shares
|
$31,068
0.03% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
270
shares
|
$30,283
0.0% of portfolio
|
Q1 2024
Reduced 22.86%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
236
shares
|
$26,469
0.01% of portfolio
|
Q4 2022
Reduced 37.4%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
235
shares
|
$26,357
0.07% of portfolio
|
Q2 2022
Reduced 97.77%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
228
shares
|
$25,572
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
220
shares
|
$24,675
0.01% of portfolio
|
Q4 2023
Reduced 58.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
216
shares
|
$24,226
0.01% of portfolio
|
Q2 2025
Reduced 91.19%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
211
shares
|
$23,665
0.02% of portfolio
|
Q2 2025
Reduced 91.31%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
207
shares
|
$23,217
0.01% of portfolio
|
Q2 2023
Reduced 16.19%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
203
shares
|
$22,768
0.02% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
201
shares
|
$22,544
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
200
shares
|
$22,432
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
200
shares
|
$22,432
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
200
shares
|
$22,432
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
198
shares
|
$22,207
0.05% of portfolio
|
Q1 2025
New holding
|