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 |
|---|---|---|---|---|---|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
26,188
shares
|
$2.94 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
26,173
shares
|
$2.94 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.81%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
26,160
shares
|
$2.93 Million
1.53% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
26,140
shares
|
$2.93 Million
0.87% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
26,091
shares
|
$2.93 Million
2.83% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
26,081
shares
|
$2.93 Million
0.43% of portfolio
|
Q2 2025
Added 173.5%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
26,073
shares
|
$2.92 Million
0.12% of portfolio
|
Q1 2023
Reduced 5.28%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
26,053
shares
|
$2.92 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
26,039
shares
|
$2.92 Million
1.91% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
26,001
shares
|
$2.92 Million
0.27% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
25,915
shares
|
$2.91 Million
1.63% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
25,886
shares
|
$2.9 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
25,875
shares
|
$2.9 Million
1.59% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
25,871
shares
|
$2.9 Million
0.76% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
25,851
shares
|
$2.9 Million
0.08% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
25,834
shares
|
$2.9 Million
0.82% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
25,823
shares
|
$2.9 Million
0.28% of portfolio
|
Q2 2025
Reduced 90.85%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
25,797
shares
|
$2.89 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
25,763
shares
|
$2.89 Million
0.49% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
25,745
shares
|
$2.89 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
25,707
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Added 53.61%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
25,707
shares
|
$2.88 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
25,703
shares
|
$2.88 Million
1.04% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
25,698
shares
|
$2.88 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,667
shares
|
$2.88 Million
0.49% of portfolio
|
Q4 2023
Added 3.53%
|