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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,529
shares
|
$1.74 Million
0.3% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
15,488
shares
|
$1.74 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
15,460
shares
|
$1.73 Million
1.09% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
15,444
shares
|
$1.73 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
15,435
shares
|
$1.73 Million
0.48% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
15,418
shares
|
$1.73 Million
0.53% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
15,405
shares
|
$1.73 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
15,367
shares
|
$1.72 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
15,363
shares
|
$1.72 Million
0.47% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
15,361
shares
|
$1.72 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
15,359
shares
|
$1.72 Million
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
15,330
shares
|
$1.72 Million
0.78% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
15,305
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
15,277
shares
|
$1.71 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
15,276
shares
|
$1.71 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
15,229
shares
|
$1.71 Million
0.65% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
15,221
shares
|
$1.71 Million
0.44% of portfolio
|
Q2 2025
Added 19.26%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
15,173
shares
|
$1.7 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
15,152
shares
|
$1.7 Million
1.1% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
15,127
shares
|
$1.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
15,103
shares
|
$1.69 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,094
shares
|
$1.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
14,991
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
14,982
shares
|
$1.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 22.68%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
14,964
shares
|
$1.68 Million
1.32% of portfolio
|
Q2 2025
Added 9.8%
|