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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
47,223
shares
|
$5.3 Million
0.38% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
47,166
shares
|
$5.29 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
47,133
shares
|
$5.29 Million
3.97% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
47,105
shares
|
$5.28 Million
1.63% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
46,929
shares
|
$5.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
46,841
shares
|
$5.25 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
46,825
shares
|
$5.25 Million
1.65% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
46,806
shares
|
$5.25 Million
0.42% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
46,768
shares
|
$5.25 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
46,612
shares
|
$5.23 Million
1.23% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
46,588
shares
|
$5.23 Million
0.99% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
46,577
shares
|
$5.22 Million
0.82% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
46,469
shares
|
$5.21 Million
0.34% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
46,419
shares
|
$5.21 Million
0.26% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
46,339
shares
|
$5.2 Million
1.66% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
46,211
shares
|
$5.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
46,184
shares
|
$5.18 Million
0.25% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
46,168
shares
|
$5.18 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
45,962
shares
|
$5.16 Million
1.23% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
45,904
shares
|
$5.15 Million
0.68% of portfolio
|
Q1 2024
Reduced 66.44%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
45,882
shares
|
$5.15 Million
0.59% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
45,881
shares
|
$5.15 Million
0.19% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
45,872
shares
|
$5.15 Million
4.63% of portfolio
|
Q2 2025
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
45,868
shares
|
$5.14 Million
0.49% of portfolio
|
Q3 2022
Added 232.09%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
45,809
shares
|
$5.14 Million
1.99% of portfolio
|
Q2 2025
Added 2.57%
|