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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
22,236
shares
|
$2.41 Million
0.25% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
22,236
shares
|
$2.41 Million
0.28% of portfolio
|
Q1 2025
Added 48.89%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
22,130
shares
|
$2.39 Million
1.02% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
22,093
shares
|
$2.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
22,091
shares
|
$2.39 Million
2.16% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
22,073
shares
|
$2.39 Million
0.89% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
22,069
shares
|
$2.39 Million
0.25% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
22,027
shares
|
$2.38 Million
0.27% of portfolio
|
Q2 2023
Added 42.41%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
21,937
shares
|
$2.37 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
21,929
shares
|
$2.37 Million
0.09% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
21,924
shares
|
$2.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,886
shares
|
$2.37 Million
0.16% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
21,833
shares
|
$2.36 Million
1.66% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,821
shares
|
$2.36 Million
0.44% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
21,813
shares
|
$2.36 Million
1.21% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
21,791
shares
|
$2.36 Million
0.34% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
21,782
shares
|
$2.36 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
21,727
shares
|
$2.35 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
21,726
shares
|
$2.35 Million
0.84% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
21,714
shares
|
$2.35 Million
0.86% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
21,682
shares
|
$2.35 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
21,676
shares
|
$2.35 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,668
shares
|
$2.34 Million
0.49% of portfolio
|
Q1 2025
Added 885.36%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
21,666
shares
|
$2.34 Million
1.79% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
21,632
shares
|
$2.34 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.24%
|