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 |
|---|---|---|---|---|---|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
17,157
shares
|
$1.92 Million
0.83% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
17,126
shares
|
$1.92 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
17,112
shares
|
$1.92 Million
1.03% of portfolio
|
Q2 2025
Reduced 65.52%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
17,106
shares
|
$1.92 Million
0.82% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
17,072
shares
|
$1.91 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
17,069
shares
|
$1.91 Million
0.98% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
17,058
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 531.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
16,979
shares
|
$1.9 Million
0.22% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
16,978
shares
|
$1.9 Million
0.16% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
16,939
shares
|
$1.9 Million
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
16,915
shares
|
$1.9 Million
0.14% of portfolio
|
Q3 2022
Added 43.59%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
16,883
shares
|
$1.89 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
16,863
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
16,856
shares
|
$1.89 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
16,850
shares
|
$1.89 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
16,843
shares
|
$1.89 Million
0.94% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,836
shares
|
$1.89 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
16,821
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
16,808
shares
|
$1.89 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
16,805
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
16,790
shares
|
$1.88 Million
0.21% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,762
shares
|
$1.88 Million
0.97% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
16,756
shares
|
$1.88 Million
0.45% of portfolio
|
Q2 2025
Added 245.27%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
16,752
shares
|
$1.88 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
16,722
shares
|
$1.88 Million
0.98% of portfolio
|
Q2 2025
Added 2.85%
|