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 |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
87,353
shares
|
$9.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
87,160
shares
|
$9.78 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
86,812
shares
|
$9.74 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
86,698
shares
|
$9.72 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
86,484
shares
|
$9.7 Million
0.16% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
86,056
shares
|
$9.65 Million
0.32% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
85,679
shares
|
$9.61 Million
1.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
85,569
shares
|
$9.6 Million
0.27% of portfolio
|
Q2 2025
Added 151.12%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
85,403
shares
|
$9.58 Million
1.85% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
85,312
shares
|
$9.57 Million
2.5% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
85,172
shares
|
$9.55 Million
0.19% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
85,000
shares
|
$9.53 Million
0.15% of portfolio
|
Q1 2025
Reduced 67.31%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
84,823
shares
|
$9.51 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
84,805
shares
|
$9.51 Million
3.31% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
84,685
shares
|
$9.5 Million
2.08% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84,629
shares
|
$9.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Dupont Capital Management Corp
|
Jul 30, 2025 Q2 2025 |
84,463
shares
|
$9.47 Million
0.99% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
84,390
shares
|
$9.47 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
84,390
shares
|
$9.47 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
84,195
shares
|
$9.44 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
84,053
shares
|
$9.43 Million
4.41% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
83,859
shares
|
$9.41 Million
1.91% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
83,842
shares
|
$9.4 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
83,789
shares
|
$9.4 Million
0.29% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
83,675
shares
|
$9.38 Million
0.6% of portfolio
|
Q2 2025
Added 1.26%
|