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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
31,124
shares
|
$3.36 Million
0.92% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
31,117
shares
|
$3.36 Million
0.5% of portfolio
|
Q3 2023
Added 3.5%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
31,110
shares
|
$3.36 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
31,022
shares
|
$3.35 Million
0.4% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
31,000
shares
|
$3.35 Million
0.23% of portfolio
|
Q1 2025
Added 47.62%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
30,985
shares
|
$3.35 Million
1.03% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
30,951
shares
|
$3.34 Million
1.05% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
30,846
shares
|
$3.33 Million
0.21% of portfolio
|
Q1 2025
Added 37.77%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
30,818
shares
|
$3.33 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
30,743
shares
|
$3.32 Million
0.88% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
30,741
shares
|
$3.32 Million
0.29% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
30,721
shares
|
$3.32 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
30,674
shares
|
$3.31 Million
4.07% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
30,496
shares
|
$3.3 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
30,488
shares
|
$3.29 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
30,487
shares
|
$3.29 Million
0.68% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,355
shares
|
$3.28 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
30,328
shares
|
$3.28 Million
0.94% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
30,280
shares
|
$3.27 Million
2.78% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
30,267
shares
|
$3.27 Million
0.66% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
30,241
shares
|
$3.27 Million
0.3% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
30,200
shares
|
$3.26 Million
0.02% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
30,195
shares
|
$3.26 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
30,059
shares
|
$3.25 Million
1.45% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
30,037
shares
|
$3.25 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.01%
|