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 |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
13,301
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
13,299
shares
|
$1.49 Million
1.04% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
13,288
shares
|
$1.49 Million
0.7% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,286
shares
|
$1.49 Million
0.25% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
13,275
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,258
shares
|
$1.49 Million
0.86% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
13,257
shares
|
$1.49 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
13,244
shares
|
$1.49 Million
0.98% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
13,239
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
13,208
shares
|
$1.48 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
13,207
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
13,200
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Added 247.37%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
13,193
shares
|
$1.48 Million
1.08% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,191
shares
|
$1.48 Million
0.67% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
13,160
shares
|
$1.48 Million
0.99% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,156
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
13,151
shares
|
$1.48 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
13,148
shares
|
$1.47 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
13,133
shares
|
$1.47 Million
0.36% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
13,114
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
13,107
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
13,107
shares
|
$1.47 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
13,080
shares
|
$1.47 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
13,069
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.19%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
13,066
shares
|
$1.47 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.06%
|