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 4,758 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 $287 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
39,457
shares
|
$4.26 Million
0.72% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
39,411
shares
|
$4.26 Million
0.25% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
39,387
shares
|
$4.26 Million
1.19% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
39,263
shares
|
$4.24 Million
0.99% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
39,253
shares
|
$4.24 Million
1.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
39,252
shares
|
$4.24 Million
0.56% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
39,197
shares
|
$4.24 Million
0.78% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
39,170
shares
|
$4.23 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
39,138
shares
|
$4.23 Million
6.12% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
39,105
shares
|
$4.23 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
39,096
shares
|
$4.22 Million
1.12% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
39,054
shares
|
$4.22 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39,007
shares
|
$4.21 Million
0.39% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39,007
shares
|
$4.21 Million
0.39% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
38,979
shares
|
$4.21 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
38,864
shares
|
$4.2 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
38,751
shares
|
$4.19 Million
1.12% of portfolio
|
Q1 2023
Added 10.88%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
38,721
shares
|
$4.18 Million
0.2% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
38,624
shares
|
$4.17 Million
0.31% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
38,518
shares
|
$4.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
38,509
shares
|
$4.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
38,465
shares
|
$4.16 Million
4.58% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
38,340
shares
|
$4.14 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
38,266
shares
|
$4.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
38,096
shares
|
$4.12 Million
2.06% of portfolio
|
Q1 2025
Added 25.59%
|