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 4,760 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 $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
89,262
shares
|
$10.2 Million
0.91% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
88,669
shares
|
$10.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 33.74%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
88,295
shares
|
$10.1 Million
0.65% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
88,240
shares
|
$10.1 Million
0.2% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
88,071
shares
|
$10 Million
0.41% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
88,004
shares
|
$10 Million
2.82% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
87,961
shares
|
$10 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
87,800
shares
|
$10 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
87,777
shares
|
$10 Million
0.67% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
87,498
shares
|
$9.97 Million
0.2% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
87,353
shares
|
$9.95 Million
1.14% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
87,160
shares
|
$9.93 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
87,135
shares
|
$9.93 Million
0.62% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
86,951
shares
|
$9.91 Million
0.34% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
86,384
shares
|
$9.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.46%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
86,352
shares
|
$9.84 Million
2.53% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
86,225
shares
|
$9.82 Million
4.19% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
86,056
shares
|
$9.8 Million
0.32% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
85,821
shares
|
$9.78 Million
1.09% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
85,543
shares
|
$9.75 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
85,314
shares
|
$9.72 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
85,312
shares
|
$9.72 Million
2.5% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
85,208
shares
|
$9.71 Million
0.23% of portfolio
|
Q1 2025
Added 70.09%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
85,186
shares
|
$9.7 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
85,154
shares
|
$9.7 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.39%
|