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 4,743 institutions that hold shares in the stock, with a total of 2.65 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
39,346
shares
|
$4.26 Million
2.8% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
39,253
shares
|
$4.25 Million
1.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
39,252
shares
|
$4.25 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
|
$4.24 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
|
$4.23 Million
1.12% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39,007
shares
|
$4.22 Million
0.39% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39,007
shares
|
$4.22 Million
0.39% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
38,979
shares
|
$4.22 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
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
|
$4.19 Million
0.2% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
38,632
shares
|
$4.18 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
38,624
shares
|
$4.18 Million
0.31% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
38,518
shares
|
$4.17 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
38,509
shares
|
$4.17 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
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
38,346
shares
|
$4.15 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
38,340
shares
|
$4.15 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
38,266
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
38,203
shares
|
$4.13 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
38,096
shares
|
$4.12 Million
2.06% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
38,094
shares
|
$4.12 Million
0.25% of portfolio
|
Q1 2025
Reduced 35.14%
|