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 |
---|---|---|---|---|---|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
20,973
shares
|
$2.35 Million
1.42% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,966
shares
|
$2.35 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,947
shares
|
$2.35 Million
0.18% of portfolio
|
Q4 2023
Added 26.99%
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
20,917
shares
|
$2.35 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
20,889
shares
|
$2.34 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
20,876
shares
|
$2.34 Million
0.7% of portfolio
|
Q2 2025
Added 6.48%
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
20,854
shares
|
$2.34 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,830
shares
|
$2.34 Million
0.23% of portfolio
|
Q2 2025
Added 5.2%
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
20,822
shares
|
$2.34 Million
1.78% of portfolio
|
Q2 2025
Added 0.96%
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
20,800
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2023
Reduced 19.38%
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
20,786
shares
|
$2.33 Million
1.22% of portfolio
|
Q2 2025
Added 13.96%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
20,765
shares
|
$2.33 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
20,729
shares
|
$2.32 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
20,723
shares
|
$2.32 Million
1.38% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
20,718
shares
|
$2.32 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
20,683
shares
|
$2.32 Million
0.78% of portfolio
|
Q2 2025
Added 14.66%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
20,670
shares
|
$2.32 Million
0.21% of portfolio
|
Q2 2025
Added 3.91%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
20,662
shares
|
$2.32 Million
0.84% of portfolio
|
Q2 2025
Added 0.29%
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
20,640
shares
|
$2.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
20,628
shares
|
$2.31 Million
0.72% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
20,621
shares
|
$2.31 Million
1.05% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
20,556
shares
|
$2.31 Million
0.27% of portfolio
|
Q2 2025
Reduced 82.38%
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
20,553
shares
|
$2.31 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,533
shares
|
$2.3 Million
0.24% of portfolio
|
Q2 2025
Added 8.97%
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
20,502
shares
|
$2.3 Million
0.17% of portfolio
|
Q2 2025
Added 6.13%
|