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 4,749 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $289 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
113,672
shares
|
$12.4 Million
0.31% of portfolio
|
Q1 2025
Added 0.76%
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
113,235
shares
|
$12.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
113,192
shares
|
$12.4 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
113,137
shares
|
$12.4 Million
0.59% of portfolio
|
Q4 2024
Added 12.61%
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
112,953
shares
|
$12.3 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
|
$12.3 Million
0.48% of portfolio
|
Q1 2025
Added 5.45%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
111,345
shares
|
$12.2 Million
0.43% of portfolio
|
Q4 2024
Added 72.83%
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
111,162
shares
|
$12.1 Million
0.41% of portfolio
|
Q1 2025
Added 20.21%
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
111,109
shares
|
$12.1 Million
0.71% of portfolio
|
Q2 2024
Added 12.51%
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
110,851
shares
|
$12.1 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
110,407
shares
|
$12.1 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
110,156
shares
|
$12 Million
3.7% of portfolio
|
Q4 2024
Added 4.93%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
109,873
shares
|
$12 Million
0.8% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
109,816
shares
|
$12 Million
0.22% of portfolio
|
Q4 2024
Added 17.8%
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
109,381
shares
|
$11.9 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
108,977
shares
|
$11.9 Million
0.56% of portfolio
|
Q1 2025
Added 1.34%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
108,782
shares
|
$11.9 Million
2.5% of portfolio
|
Q3 2023
Reduced 14.04%
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
108,317
shares
|
$11.8 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
108,067
shares
|
$11.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
107,544
shares
|
$11.7 Million
0.84% of portfolio
|
Q1 2025
Added 58.83%
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
107,421
shares
|
$11.7 Million
3.79% of portfolio
|
Q1 2025
Added 0.83%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
107,421
shares
|
$11.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
107,214
shares
|
$11.7 Million
2.18% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
107,210
shares
|
$11.7 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
106,548
shares
|
$11.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.84%
|