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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
14,942
shares
|
$1.68 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
14,942
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
14,929
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
14,919
shares
|
$1.67 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
14,899
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
14,870
shares
|
$1.67 Million
1.07% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
14,865
shares
|
$1.67 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
14,847
shares
|
$1.67 Million
1.25% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
14,845
shares
|
$1.67 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
14,838
shares
|
$1.66 Million
0.35% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
14,773
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
14,762
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2025
Reduced 39.57%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
14,748
shares
|
$1.65 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,722
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
14,686
shares
|
$1.65 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
14,670
shares
|
$1.65 Million
0.53% of portfolio
|
Q2 2025
Added 184.97%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
14,664
shares
|
$1.64 Million
0.08% of portfolio
|
Q2 2025
Reduced 57.25%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
14,649
shares
|
$1.64 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
14,629
shares
|
$1.64 Million
0.24% of portfolio
|
Q2 2025
Reduced 49.79%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
14,616
shares
|
$1.64 Million
0.52% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
14,603
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
14,598
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
14,538
shares
|
$1.63 Million
1.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,531
shares
|
$1.63 Million
0.33% of portfolio
|
Q3 2024
Added 666.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
14,527
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Added 2.43%
|