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 4,880 institutions that hold shares in the stock, with a total of 2.6 Billion shares, which have been reported (via 13F filing form) to have a value of $306 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
12,093
shares
|
$1.42 Million
0.36% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 16, 2026 Q4 2025 |
12,086
shares
|
$1.42 Million
0.79% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
12,061
shares
|
$1.42 Million
0.34% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,034
shares
|
$1.42 Million
0.52% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Nov 03, 2025 Q3 2025 |
12,014
shares
|
$1.41 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
11,974
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
11,963
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
11,959
shares
|
$1.41 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
11,956
shares
|
$1.41 Million
0.32% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Energy Opportunities Capital Management, LLC
Austin, TX |
Feb 14, 2023 Q4 2022 |
11,955
shares
|
$1.41 Million
3.87% of portfolio
|
Q4 2022
Reduced 3.12%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
11,936
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
11,923
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
11,921
shares
|
$1.4 Million
0.69% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,920
shares
|
$1.4 Million
0.3% of portfolio
|
Q1 2023
Reduced 2.72%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
11,917
shares
|
$1.4 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
11,911
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
11,901
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
11,877
shares
|
$1.4 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
11,875
shares
|
$1.4 Million
0.76% of portfolio
|
Q1 2023
Added 12.63%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
11,873
shares
|
$1.4 Million
0.97% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
11,867
shares
|
$1.4 Million
1.33% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
11,855
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
11,846
shares
|
$1.39 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
11,835
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
11,830
shares
|
$1.39 Million
0.42% of portfolio
|
Q3 2025
Reduced 14.31%
|
|