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 |
---|---|---|---|---|---|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
73,603
shares
|
$8.26 Million
0.32% of portfolio
|
Q2 2025
Added 90.09%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
73,541
shares
|
$8.25 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
73,114
shares
|
$8.2 Million
1.95% of portfolio
|
Q2 2025
Added 2.81%
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
73,032
shares
|
$8.19 Million
1.23% of portfolio
|
Q2 2025
Added 0.74%
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
72,946
shares
|
$8.18 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
72,532
shares
|
$8.14 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
72,417
shares
|
$8.12 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
72,329
shares
|
$8.11 Million
3.03% of portfolio
|
Q3 2024
Added 4.68%
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
72,265
shares
|
$8.11 Million
1.34% of portfolio
|
Q2 2025
Added 7.82%
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
71,842
shares
|
$8.06 Million
3.7% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
71,732
shares
|
$8.05 Million
1.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
71,599
shares
|
$8.03 Million
4.18% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
71,509
shares
|
$8.02 Million
2.15% of portfolio
|
Q2 2025
Added 5.0%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
71,500
shares
|
$8.02 Million
0.67% of portfolio
|
Q2 2025
Added 0.23%
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
71,406
shares
|
$8.01 Million
7.77% of portfolio
|
Q1 2024
Reduced 20.2%
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
71,388
shares
|
$8.01 Million
3.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
71,347
shares
|
$8 Million
0.91% of portfolio
|
Q2 2025
Added 3.76%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
71,314
shares
|
$8 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
71,311
shares
|
$8 Million
3.76% of portfolio
|
Q2 2025
Added 6.02%
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
71,283
shares
|
$8 Million
0.14% of portfolio
|
Q2 2025
Added 11.3%
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
71,268
shares
|
$7.99 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
71,160
shares
|
$7.98 Million
0.95% of portfolio
|
Q2 2025
Added 0.1%
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
71,094
shares
|
$7.97 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
71,091
shares
|
$7.97 Million
1.32% of portfolio
|
Q2 2025
Added 14.09%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
71,040
shares
|
$7.97 Million
0.54% of portfolio
|
Q2 2025
Added 2.03%
|