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 |
|---|---|---|---|---|---|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
19,885
shares
|
$2.23 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
19,876
shares
|
$2.23 Million
0.99% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
19,852
shares
|
$2.23 Million
1.02% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Aug 14, 2025 Q2 2025 |
19,850
shares
|
$2.23 Million
2.54% of portfolio
|
Q1 2025
Added 1140.63%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
19,847
shares
|
$2.23 Million
0.43% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
19,796
shares
|
$2.22 Million
0.28% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
19,784
shares
|
$2.22 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
19,761
shares
|
$2.22 Million
0.62% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
19,749
shares
|
$2.22 Million
0.66% of portfolio
|
Q2 2022
Reduced 19.76%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
19,696
shares
|
$2.21 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
19,676
shares
|
$2.21 Million
1.03% of portfolio
|
Q2 2025
Reduced 70.8%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
19,653
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
19,650
shares
|
$2.2 Million
0.8% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
19,650
shares
|
$2.2 Million
0.75% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
19,642
shares
|
$2.2 Million
0.83% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
19,595
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
19,565
shares
|
$2.19 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
19,545
shares
|
$2.19 Million
0.5% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
19,460
shares
|
$2.18 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
19,459
shares
|
$2.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
19,409
shares
|
$2.18 Million
0.55% of portfolio
|
Q2 2025
Added 39.47%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
19,397
shares
|
$2.18 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
19,367
shares
|
$2.17 Million
0.3% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
19,286
shares
|
$2.16 Million
0.42% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
19,254
shares
|
$2.16 Million
0.81% of portfolio
|
Q1 2025
Reduced 10.95%
|