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 4,757 institutions that hold shares in the stock, with a total of 2.66 Billion shares, which have been reported (via 13F filing form) to have a value of $297 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
53,881
shares
|
$6.02 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
53,738
shares
|
$6 Million
1.53% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
53,707
shares
|
$6 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
53,693
shares
|
$6 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
53,655
shares
|
$5.99 Million
0.29% of portfolio
|
Q1 2025
Added 32.03%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
53,535
shares
|
$5.98 Million
1.08% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
53,531
shares
|
$5.98 Million
0.49% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
53,486
shares
|
$5.97 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
53,412
shares
|
$5.96 Million
1.58% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
53,351
shares
|
$5.96 Million
1.43% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
53,209
shares
|
$5.94 Million
3.93% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
53,090
shares
|
$5.93 Million
1.99% of portfolio
|
Q4 2024
Added 48.53%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
52,935
shares
|
$5.91 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
52,888
shares
|
$5.91 Million
0.39% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
May 12, 2025 Q1 2025 |
52,880
shares
|
$5.9 Million
1.52% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
52,842
shares
|
$5.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
52,700
shares
|
$5.88 Million
0.96% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
52,648
shares
|
$5.88 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
52,616
shares
|
$5.88 Million
0.54% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
52,559
shares
|
$5.87 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
52,324
shares
|
$5.84 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
52,298
shares
|
$5.84 Million
0.51% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
52,266
shares
|
$5.84 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
May 15, 2025 Q1 2025 |
52,131
shares
|
$5.82 Million
0.53% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
52,028
shares
|
$5.81 Million
1.25% of portfolio
|
Q3 2022
Reduced 1.75%
|