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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
29,384
shares
|
$3.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
29,361
shares
|
$3.29 Million
3.39% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
29,339
shares
|
$3.29 Million
0.64% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
29,296
shares
|
$3.29 Million
0.98% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
29,272
shares
|
$3.28 Million
0.29% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
29,265
shares
|
$3.28 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
29,261
shares
|
$3.28 Million
0.72% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
29,227
shares
|
$3.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
29,188
shares
|
$3.27 Million
0.47% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
29,180
shares
|
$3.27 Million
1.21% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
29,177
shares
|
$3.27 Million
0.75% of portfolio
|
Q2 2025
Added 43.58%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,144
shares
|
$3.27 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
28,990
shares
|
$3.25 Million
1.03% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
28,897
shares
|
$3.24 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
28,883
shares
|
$3.24 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
28,853
shares
|
$3.24 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
28,841
shares
|
$3.23 Million
0.92% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
28,773
shares
|
$3.23 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
28,696
shares
|
$3.22 Million
0.32% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
28,644
shares
|
$3.21 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
28,634
shares
|
$3.21 Million
0.25% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
28,570
shares
|
$3.2 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
28,529
shares
|
$3.2 Million
0.22% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
28,378
shares
|
$3.18 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
28,361
shares
|
$3.18 Million
1.32% of portfolio
|
Q2 2025
Added 0.47%
|