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 4,775 institutions that hold shares in the stock, with a total of 2.7 Billion shares, which have been reported (via 13F filing form) to have a value of $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
30,897
shares
|
$3.47 Million
0.26% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
30,743
shares
|
$3.45 Million
0.88% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
30,667
shares
|
$3.44 Million
1.55% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,522
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
30,496
shares
|
$3.42 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
30,492
shares
|
$3.42 Million
0.45% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
30,421
shares
|
$3.41 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
30,385
shares
|
$3.41 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
30,280
shares
|
$3.4 Million
2.78% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
30,244
shares
|
$3.39 Million
1.02% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
30,200
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
30,082
shares
|
$3.37 Million
0.77% of portfolio
|
Q2 2025
Reduced 43.07%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
30,059
shares
|
$3.37 Million
1.45% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
30,037
shares
|
$3.37 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
30,006
shares
|
$3.37 Million
0.14% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
29,918
shares
|
$3.36 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
29,881
shares
|
$3.35 Million
0.28% of portfolio
|
Q2 2025
Added 75.26%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
29,779
shares
|
$3.34 Million
2.93% of portfolio
|
Q4 2023
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
29,760
shares
|
$3.34 Million
0.54% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
29,746
shares
|
$3.34 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,732
shares
|
$3.33 Million
1.0% of portfolio
|
Q2 2022
Added 0.08%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
29,722
shares
|
$3.33 Million
1.79% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
29,650
shares
|
$3.33 Million
4.25% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
29,563
shares
|
$3.32 Million
0.29% of portfolio
|
Q3 2023
Reduced 54.72%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
29,520
shares
|
$3.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.19%
|