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 4,742 institutions that hold shares in the stock, with a total of 2.66 Billion shares, which have been reported (via 13F filing form) to have a value of $283 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,909
shares
|
$1.37 Million
0.21% of portfolio
|
Q2 2023
Added 6.13%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,900
shares
|
$1.37 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
12,889
shares
|
$1.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
12,868
shares
|
$1.37 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
12,845
shares
|
$1.37 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,837
shares
|
$1.37 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,799
shares
|
$1.36 Million
0.45% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
12,766
shares
|
$1.36 Million
0.99% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
12,763
shares
|
$1.36 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
12,746
shares
|
$1.36 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
12,730
shares
|
$1.36 Million
0.49% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
12,676
shares
|
$1.35 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
12,666
shares
|
$1.35 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
12,637
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
12,627
shares
|
$1.34 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
12,623
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2021
Added 27.51%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,616
shares
|
$1.34 Million
0.56% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
12,614
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
12,613
shares
|
$1.34 Million
0.52% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
12,610
shares
|
$1.34 Million
0.99% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
12,606
shares
|
$1.34 Million
0.23% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,596
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,592
shares
|
$1.34 Million
0.41% of portfolio
|
Q1 2023
Added 86.44%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
12,585
shares
|
$1.34 Million
0.99% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
12,549
shares
|
$1.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.46%
|