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 |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
57,044
shares
|
$6.4 Million
2.13% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
56,953
shares
|
$6.39 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
56,935
shares
|
$6.39 Million
1.02% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
56,912
shares
|
$6.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 32.34%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
56,847
shares
|
$6.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
56,833
shares
|
$6.37 Million
0.86% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
56,308
shares
|
$6.32 Million
1.99% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
56,300
shares
|
$6.31 Million
0.76% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
56,277
shares
|
$6.31 Million
3.44% of portfolio
|
Q2 2025
Added 932.04%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
56,255
shares
|
$6.31 Million
0.12% of portfolio
|
Q2 2025
Added 194.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
56,201
shares
|
$6.3 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
56,010
shares
|
$6.28 Million
0.89% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
55,936
shares
|
$6.27 Million
0.18% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
55,713
shares
|
$6.25 Million
4.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
55,666
shares
|
$6.24 Million
0.23% of portfolio
|
Q2 2025
Added 56.61%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
55,615
shares
|
$6.24 Million
0.84% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
55,592
shares
|
$6.24 Million
0.87% of portfolio
|
Q1 2024
Added 48.42%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
55,564
shares
|
$6.23 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
55,533
shares
|
$6.23 Million
0.6% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
55,463
shares
|
$6.22 Million
0.48% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
55,391
shares
|
$6.21 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
55,296
shares
|
$6.2 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
55,169
shares
|
$6.19 Million
1.3% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
55,149
shares
|
$6.19 Million
1.56% of portfolio
|
Q1 2024
Added 7.86%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
54,982
shares
|
$6.17 Million
0.13% of portfolio
|
Q1 2025
New holding
|