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 |
|---|---|---|---|---|---|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
71,406
shares
|
$8.13 Million
7.77% of portfolio
|
Q1 2024
Reduced 20.2%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
71,335
shares
|
$8.13 Million
0.81% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
71,268
shares
|
$8.12 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
71,119
shares
|
$8.1 Million
1.52% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
71,114
shares
|
$8.1 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
71,086
shares
|
$8.1 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
71,019
shares
|
$8.09 Million
0.86% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
70,880
shares
|
$8.07 Million
0.57% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
70,809
shares
|
$8.07 Million
1.28% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
70,655
shares
|
$8.05 Million
1.37% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
70,376
shares
|
$8.02 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Sagefield Capital LP
Dallas, TX |
May 15, 2025 Q1 2025 |
70,358
shares
|
$8.02 Million
1.11% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
70,285
shares
|
$8.01 Million
1.72% of portfolio
|
Q1 2025
Added 42.91%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
70,240
shares
|
$8 Million
1.79% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
70,184
shares
|
$8 Million
0.41% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
70,053
shares
|
$7.98 Million
0.51% of portfolio
|
Q1 2025
Reduced 51.37%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
69,916
shares
|
$7.96 Million
2.28% of portfolio
|
Q1 2025
Reduced 40.63%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
69,711
shares
|
$7.94 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
69,625
shares
|
$7.93 Million
0.63% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
69,532
shares
|
$7.92 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
69,455
shares
|
$7.91 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
69,426
shares
|
$7.91 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
69,394
shares
|
$7.91 Million
3.27% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Kirr Marbach & CO LLC
|
Apr 23, 2025 Q1 2025 |
69,159
shares
|
$7.88 Million
2.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
69,102
shares
|
$7.87 Million
0.88% of portfolio
|
Q1 2025
Added 25.75%
|