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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
63,517
shares
|
$7.12 Million
0.49% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
63,461
shares
|
$7.12 Million
1.18% of portfolio
|
Q2 2025
Added 97.45%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
63,304
shares
|
$7.1 Million
0.22% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
63,279
shares
|
$7.1 Million
0.17% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
63,235
shares
|
$7.09 Million
0.13% of portfolio
|
Q2 2025
Added 37.72%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
63,054
shares
|
$7.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.57%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
62,970
shares
|
$7.06 Million
1.9% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
62,953
shares
|
$7.06 Million
2.15% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
62,812
shares
|
$7.04 Million
0.68% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
62,466
shares
|
$7.01 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
62,385
shares
|
$7 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
62,291
shares
|
$6.99 Million
1.63% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
62,075
shares
|
$6.96 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
62,066
shares
|
$6.96 Million
1.54% of portfolio
|
Q2 2024
Added 110.12%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
62,011
shares
|
$6.96 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
62,002
shares
|
$6.95 Million
0.59% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
61,987
shares
|
$6.95 Million
0.21% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
61,953
shares
|
$6.95 Million
1.47% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
61,861
shares
|
$6.94 Million
4.4% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
61,759
shares
|
$6.93 Million
0.33% of portfolio
|
Q2 2025
Reduced 74.48%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
61,622
shares
|
$6.91 Million
3.5% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
61,561
shares
|
$6.9 Million
1.79% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
61,547
shares
|
$6.9 Million
1.42% of portfolio
|
Q2 2025
Reduced 26.16%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
61,484
shares
|
$6.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
61,343
shares
|
$6.88 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.46%
|