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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
74,672
shares
|
$8.51 Million
0.42% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
74,403
shares
|
$8.48 Million
0.96% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
74,367
shares
|
$8.47 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
73,999
shares
|
$8.43 Million
0.8% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
73,794
shares
|
$8.41 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
73,736
shares
|
$8.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
73,692
shares
|
$8.39 Million
0.88% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
73,626
shares
|
$8.39 Million
1.3% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
73,603
shares
|
$8.38 Million
0.16% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
73,424
shares
|
$8.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
73,411
shares
|
$8.36 Million
1.05% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
73,129
shares
|
$8.33 Million
1.1% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
72,990
shares
|
$8.32 Million
0.16% of portfolio
|
Q4 2022
Added 5.94%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
72,936
shares
|
$8.31 Million
3.42% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
72,532
shares
|
$8.26 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
72,498
shares
|
$8.26 Million
1.39% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
72,395
shares
|
$8.25 Million
4.59% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
72,329
shares
|
$8.24 Million
3.03% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
72,265
shares
|
$8.23 Million
1.34% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
72,174
shares
|
$8.22 Million
0.67% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
71,980
shares
|
$8.2 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
71,732
shares
|
$8.17 Million
1.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
71,728
shares
|
$8.17 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
71,599
shares
|
$8.16 Million
4.18% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
71,456
shares
|
$8.14 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.28%
|