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 |
|---|---|---|---|---|---|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
165,144
shares
|
$18.5 Million
2.17% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
164,610
shares
|
$18.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
164,172
shares
|
$18.4 Million
3.34% of portfolio
|
Q2 2025
Added 134.81%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
163,333
shares
|
$18.3 Million
3.54% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
163,319
shares
|
$18.3 Million
2.89% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
162,289
shares
|
$18.2 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
161,399
shares
|
$18.1 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
160,838
shares
|
$18 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
California First Leasing Corp
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
160,800
shares
|
$18 Million
7.26% of portfolio
|
Q4 2021
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
160,782
shares
|
$18 Million
1.3% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
160,452
shares
|
$18 Million
1.35% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
159,950
shares
|
$17.9 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
159,901
shares
|
$17.9 Million
1.39% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
159,651
shares
|
$17.9 Million
0.47% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
158,954
shares
|
$17.8 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
158,575
shares
|
$17.8 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
158,450
shares
|
$17.8 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
158,198
shares
|
$17.7 Million
0.39% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
157,694
shares
|
$17.7 Million
0.75% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
157,354
shares
|
$17.6 Million
0.91% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
157,175
shares
|
$17.6 Million
1.11% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
157,017
shares
|
$17.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
156,771
shares
|
$17.6 Million
5.33% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
156,675
shares
|
$17.6 Million
0.53% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
156,667
shares
|
$17.6 Million
0.71% of portfolio
|
Q2 2025
Added 13.82%
|