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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
21,958
shares
|
$2.46 Million
0.59% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
21,929
shares
|
$2.46 Million
0.56% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,886
shares
|
$2.45 Million
0.16% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
21,886
shares
|
$2.45 Million
1.79% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
21,833
shares
|
$2.45 Million
1.37% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
21,828
shares
|
$2.45 Million
0.65% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,821
shares
|
$2.45 Million
0.44% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
21,821
shares
|
$2.45 Million
0.91% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
21,804
shares
|
$2.45 Million
0.28% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
21,795
shares
|
$2.44 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,741
shares
|
$2.44 Million
0.16% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
21,676
shares
|
$2.43 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
21,666
shares
|
$2.43 Million
1.43% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
21,652
shares
|
$2.43 Million
0.52% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
21,625
shares
|
$2.43 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,618
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
21,599
shares
|
$2.42 Million
0.48% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
21,599
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
21,596
shares
|
$2.42 Million
0.19% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,591
shares
|
$2.42 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
21,562
shares
|
$2.42 Million
0.03% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
21,554
shares
|
$2.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
21,554
shares
|
$2.42 Million
1.51% of portfolio
|
Q1 2025
Added 181.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,531
shares
|
$2.41 Million
0.21% of portfolio
|
Q4 2022
Reduced 7.19%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
21,531
shares
|
$2.41 Million
1.45% of portfolio
|
Q2 2025
Added 11.55%
|