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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,755
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
11,733
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
11,718
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Added 272.83%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
11,713
shares
|
$1.38 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
11,700
shares
|
$1.38 Million
0.28% of portfolio
|
Q3 2022
Added 178.57%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
11,678
shares
|
$1.37 Million
1.21% of portfolio
|
Q4 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
11,674
shares
|
$1.37 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
11,673
shares
|
$1.37 Million
0.98% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
11,661
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
11,650
shares
|
$1.37 Million
0.46% of portfolio
|
Q3 2025
Added 288.2%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,636
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,609
shares
|
$1.37 Million
0.58% of portfolio
|
Q3 2022
Reduced 10.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
11,607
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
11,597
shares
|
$1.36 Million
0.8% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
11,588
shares
|
$1.36 Million
0.47% of portfolio
|
Q3 2025
Added 169.49%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
11,564
shares
|
$1.36 Million
0.46% of portfolio
|
Q1 2025
Added 44.75%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
11,558
shares
|
$1.36 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,548
shares
|
$1.36 Million
0.78% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,546
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
11,513
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
11,489
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2025
Added 75.51%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,481
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,449
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
11,441
shares
|
$1.35 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,435
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.17%
|
|