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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
120,031
shares
|
$13.7 Million
3.14% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
120,024
shares
|
$13.7 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
119,925
shares
|
$13.6 Million
1.2% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
119,335
shares
|
$13.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
119,305
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 91.94%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
119,183
shares
|
$13.6 Million
0.13% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
118,451
shares
|
$13.5 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
117,625
shares
|
$13.4 Million
1.78% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
116,709
shares
|
$13.3 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
116,669
shares
|
$13.3 Million
1.66% of portfolio
|
Q1 2025
Added 480.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
116,394
shares
|
$13.2 Million
0.46% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
116,332
shares
|
$13.2 Million
0.69% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
116,303
shares
|
$13.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
115,691
shares
|
$13.2 Million
0.74% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
115,323
shares
|
$13.1 Million
2.61% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
115,128
shares
|
$13.1 Million
1.07% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
115,105
shares
|
$13.1 Million
0.55% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
115,000
shares
|
$13.1 Million
3.22% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
114,720
shares
|
$13.1 Million
1.14% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
114,595
shares
|
$13 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
114,173
shares
|
$13 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
113,672
shares
|
$12.9 Million
0.31% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
113,235
shares
|
$12.9 Million
1.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
112,953
shares
|
$12.9 Million
2.12% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
112,859
shares
|
$12.8 Million
0.48% of portfolio
|
Q1 2025
Added 5.45%
|