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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
41,433
shares
|
$4.65 Million
0.38% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
41,431
shares
|
$4.65 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
41,400
shares
|
$4.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
41,367
shares
|
$4.64 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
41,361
shares
|
$4.64 Million
0.15% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
41,283
shares
|
$4.63 Million
0.06% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
41,272
shares
|
$4.63 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
41,169
shares
|
$4.62 Million
2.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
41,146
shares
|
$4.61 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
41,129
shares
|
$4.61 Million
0.87% of portfolio
|
Q1 2023
Reduced 1.01%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
41,068
shares
|
$4.61 Million
0.92% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
41,054
shares
|
$4.6 Million
1.94% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
40,991
shares
|
$4.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
40,983
shares
|
$4.6 Million
0.1% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
40,926
shares
|
$4.59 Million
0.6% of portfolio
|
Q2 2023
Added 1.49%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
40,800
shares
|
$4.58 Million
1.01% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
40,798
shares
|
$4.58 Million
2.83% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
40,731
shares
|
$4.57 Million
0.68% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
40,721
shares
|
$4.57 Million
1.04% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
40,701
shares
|
$4.57 Million
0.19% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
40,676
shares
|
$4.56 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
40,623
shares
|
$4.56 Million
1.95% of portfolio
|
Q2 2025
Reduced 21.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
40,491
shares
|
$4.54 Million
0.77% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
40,341
shares
|
$4.52 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
40,115
shares
|
$4.5 Million
0.71% of portfolio
|
Q2 2025
Added 0.36%
|