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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
43,757
shares
|
$4.91 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
43,748
shares
|
$4.91 Million
0.39% of portfolio
|
Q2 2025
Added 528.47%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
43,737
shares
|
$4.91 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
43,731
shares
|
$4.9 Million
1.98% of portfolio
|
Q3 2023
Added 7.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
43,551
shares
|
$4.88 Million
1.36% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,524
shares
|
$4.88 Million
0.15% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
43,426
shares
|
$4.87 Million
0.78% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
43,394
shares
|
$4.87 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
43,392
shares
|
$4.87 Million
1.38% of portfolio
|
Q2 2025
Added 1128.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
43,286
shares
|
$4.85 Million
0.46% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
43,280
shares
|
$4.85 Million
1.08% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
43,254
shares
|
$4.85 Million
0.42% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,165
shares
|
$4.84 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
43,149
shares
|
$4.84 Million
0.37% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
43,051
shares
|
$4.83 Million
1.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
43,009
shares
|
$4.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
43,005
shares
|
$4.82 Million
1.15% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
42,979
shares
|
$4.82 Million
1.44% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
42,927
shares
|
$4.81 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
42,805
shares
|
$4.8 Million
1.11% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
42,736
shares
|
$4.79 Million
0.51% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
42,711
shares
|
$4.79 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
42,710
shares
|
$4.79 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
42,646
shares
|
$4.78 Million
1.6% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
42,562
shares
|
$4.77 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.62%
|