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 |
|---|---|---|---|---|---|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
53,891
shares
|
$6.04 Million
4.06% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
53,882
shares
|
$6.04 Million
0.05% of portfolio
|
Q2 2025
Added 47.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
53,748
shares
|
$6.03 Million
0.17% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
53,744
shares
|
$6.03 Million
0.44% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
53,738
shares
|
$6.03 Million
1.53% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
53,693
shares
|
$6.02 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
53,670
shares
|
$6.02 Million
0.5% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
53,656
shares
|
$6.02 Million
1.96% of portfolio
|
Q2 2025
Added 43.5%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
53,586
shares
|
$6.01 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
53,351
shares
|
$5.98 Million
1.24% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
53,304
shares
|
$5.98 Million
0.27% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
53,209
shares
|
$5.97 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
|
$5.95 Million
1.99% of portfolio
|
Q4 2024
Added 48.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
53,072
shares
|
$5.95 Million
0.47% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
52,990
shares
|
$5.94 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
52,930
shares
|
$5.94 Million
0.24% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
52,783
shares
|
$5.92 Million
0.57% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
52,648
shares
|
$5.9 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
52,559
shares
|
$5.9 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
52,497
shares
|
$5.89 Million
0.39% of portfolio
|
Q2 2025
Added 46.22%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
52,489
shares
|
$5.89 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
52,479
shares
|
$5.89 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
52,366
shares
|
$5.87 Million
0.4% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
52,354
shares
|
$5.87 Million
1.26% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
52,324
shares
|
$5.87 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.67%
|