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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
13,041
shares
|
$1.46 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
13,035
shares
|
$1.46 Million
0.89% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,019
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Added 165.04%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,001
shares
|
$1.46 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Odey Asset Management Group LTD
London, X0 |
May 15, 2023 Q1 2023 |
13,000
shares
|
$1.46 Million
0.47% of portfolio
|
Q1 2023
Reduced 35.0%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
12,993
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
12,981
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
12,978
shares
|
$1.46 Million
1.29% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,948
shares
|
$1.45 Million
0.63% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
12,945
shares
|
$1.45 Million
1.34% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
12,936
shares
|
$1.45 Million
0.77% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,934
shares
|
$1.45 Million
2.19% of portfolio
|
Q4 2022
Added 9.67%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
12,929
shares
|
$1.45 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,927
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
12,923
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,914
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,909
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2023
Added 6.13%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,900
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
12,885
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
12,882
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
12,859
shares
|
$1.44 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,837
shares
|
$1.44 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
12,835
shares
|
$1.44 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,792
shares
|
$1.43 Million
0.19% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
12,782
shares
|
$1.43 Million
0.15% of portfolio
|
Q2 2025
Added 49.85%
|