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 4,754 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 $294 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
36,076
shares
|
$4 Million
1.1% of portfolio
|
Q2 2022
Reduced 4.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
36,027
shares
|
$3.99 Million
0.41% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
35,903
shares
|
$3.98 Million
0.44% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
35,898
shares
|
$3.98 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
35,895
shares
|
$3.98 Million
0.56% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
35,890
shares
|
$3.98 Million
0.22% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
35,843
shares
|
$3.97 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
35,822
shares
|
$3.97 Million
0.44% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
35,820
shares
|
$3.97 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
35,791
shares
|
$3.97 Million
3.54% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
35,703
shares
|
$3.96 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
35,638
shares
|
$3.95 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
35,633
shares
|
$3.95 Million
0.15% of portfolio
|
Q1 2025
Added 56.46%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
35,629
shares
|
$3.95 Million
4.05% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
35,586
shares
|
$3.94 Million
0.95% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35,583
shares
|
$3.94 Million
0.32% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,545
shares
|
$3.94 Million
0.24% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
35,397
shares
|
$3.92 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,350
shares
|
$3.92 Million
0.99% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
35,323
shares
|
$3.91 Million
2.66% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
35,291
shares
|
$3.91 Million
0.28% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
35,288
shares
|
$3.91 Million
0.63% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
35,143
shares
|
$3.89 Million
1.88% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
35,088
shares
|
$3.89 Million
0.1% of portfolio
|
Q1 2025
Added 56.96%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
35,046
shares
|
$3.88 Million
0.62% of portfolio
|
Q2 2025
Added 0.02%
|