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 |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
71,000
shares
|
$7.96 Million
0.16% of portfolio
|
Q2 2025
Added 46.36%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
70,714
shares
|
$7.93 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
70,679
shares
|
$7.93 Million
1.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
70,676
shares
|
$7.93 Million
0.34% of portfolio
|
Q2 2025
Added 88.72%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
70,553
shares
|
$7.91 Million
0.11% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
70,535
shares
|
$7.91 Million
0.32% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
70,376
shares
|
$7.89 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
70,160
shares
|
$7.87 Million
0.66% of portfolio
|
Q2 2025
Reduced 48.65%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
69,711
shares
|
$7.82 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
69,609
shares
|
$7.81 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
69,558
shares
|
$7.8 Million
1.58% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
69,532
shares
|
$7.8 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
69,455
shares
|
$7.79 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
69,394
shares
|
$7.78 Million
2.82% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
69,256
shares
|
$7.77 Million
0.64% of portfolio
|
Q2 2025
Reduced 55.68%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
69,193
shares
|
$7.76 Million
6.35% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
69,043
shares
|
$7.74 Million
1.67% of portfolio
|
Q2 2025
Added 56.99%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
68,764
shares
|
$7.71 Million
0.66% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
68,680
shares
|
$7.7 Million
1.31% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
68,563
shares
|
$7.69 Million
1.62% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
68,517
shares
|
$7.68 Million
0.15% of portfolio
|
Q2 2025
Added 194.46%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
68,511
shares
|
$7.68 Million
0.34% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
68,449
shares
|
$7.68 Million
0.33% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
68,397
shares
|
$7.67 Million
2.39% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
67,916
shares
|
$7.62 Million
2.15% of portfolio
|
Q2 2025
Added 9.88%
|