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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
12,781
shares
|
$1.43 Million
0.31% of portfolio
|
Q2 2025
Added 62.69%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
12,779
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2025
Added 70.39%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
12,779
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2025
Reduced 43.03%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
12,766
shares
|
$1.43 Million
0.81% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
12,747
shares
|
$1.43 Million
0.17% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
12,737
shares
|
$1.43 Million
0.43% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
12,736
shares
|
$1.43 Million
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,695
shares
|
$1.42 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
12,676
shares
|
$1.42 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
12,653
shares
|
$1.42 Million
0.56% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,651
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
12,637
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
12,630
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,627
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
12,623
shares
|
$1.42 Million
0.25% of portfolio
|
Q2 2021
Added 27.51%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,616
shares
|
$1.42 Million
0.56% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
12,612
shares
|
$1.41 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
12,601
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 262.51%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,596
shares
|
$1.41 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,592
shares
|
$1.41 Million
0.41% of portfolio
|
Q1 2023
Added 86.44%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
12,587
shares
|
$1.41 Million
0.42% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
12,578
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
12,577
shares
|
$1.41 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
12,562
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
12,559
shares
|
$1.41 Million
0.63% of portfolio
|
Q2 2025
Added 1.23%
|