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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
37,996
shares
|
$4.11 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Qv Investors Inc.
|
Apr 09, 2025 Q1 2025 |
37,901
shares
|
$4.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
37,795
shares
|
$4.08 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
37,758
shares
|
$4.08 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
37,712
shares
|
$4.07 Million
0.51% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
37,644
shares
|
$4.07 Million
0.5% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
37,540
shares
|
$4.06 Million
0.93% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
37,534
shares
|
$4.06 Million
2.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
37,498
shares
|
$4.05 Million
0.31% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
37,482
shares
|
$4.05 Million
1.53% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
37,479
shares
|
$4.05 Million
0.37% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
37,451
shares
|
$4.05 Million
0.37% of portfolio
|
Q1 2025
Added 161.57%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
37,390
shares
|
$4.04 Million
1.66% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
37,351
shares
|
$4.04 Million
0.12% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
37,343
shares
|
$4.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 70.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
37,331
shares
|
$4.03 Million
0.47% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,319
shares
|
$4.03 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
37,262
shares
|
$4.03 Million
0.64% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
37,235
shares
|
$4.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
37,226
shares
|
$4.02 Million
1.25% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
37,207
shares
|
$4.02 Million
1.5% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
37,202
shares
|
$4.02 Million
1.64% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
37,138
shares
|
$4.01 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
37,128
shares
|
$4.01 Million
0.23% of portfolio
|
Q1 2025
Added 76.17%
|