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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
34,820
shares
|
$3.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
34,806
shares
|
$3.77 Million
0.2% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
34,795
shares
|
$3.76 Million
0.25% of portfolio
|
Q4 2022
Added 5.24%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
34,768
shares
|
$3.76 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
34,748
shares
|
$3.76 Million
0.76% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
34,717
shares
|
$3.76 Million
1.45% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
34,664
shares
|
$3.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
34,658
shares
|
$3.75 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
34,629
shares
|
$3.75 Million
0.77% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
34,629
shares
|
$3.75 Million
1.82% of portfolio
|
Q1 2025
Added 44.43%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
34,573
shares
|
$3.74 Million
0.37% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
34,557
shares
|
$3.74 Million
0.24% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
34,544
shares
|
$3.74 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
34,527
shares
|
$3.74 Million
1.58% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
34,518
shares
|
$3.73 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
34,379
shares
|
$3.72 Million
0.32% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
34,363
shares
|
$3.72 Million
0.75% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
34,351
shares
|
$3.72 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
34,299
shares
|
$3.71 Million
0.22% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
34,292
shares
|
$3.71 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
34,271
shares
|
$3.71 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,263
shares
|
$3.71 Million
0.42% of portfolio
|
Q2 2023
Added 13.96%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
34,235
shares
|
$3.7 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
34,201
shares
|
$3.7 Million
0.4% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
34,193
shares
|
$3.7 Million
1.58% of portfolio
|
Q1 2025
Added 11.8%
|