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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
9,815
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2025
Added 14.58%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
9,814
shares
|
$1.15 Million
0.9% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
9,810
shares
|
$1.15 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
9,803
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
9,798
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
9,793
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
9,792
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
9,785
shares
|
$1.15 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
9,776
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
9,768
shares
|
$1.15 Million
0.62% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
9,762
shares
|
$1.15 Million
0.99% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
9,749
shares
|
$1.15 Million
0.89% of portfolio
|
Q1 2024
Reduced 17.72%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,747
shares
|
$1.15 Million
0.87% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
9,739
shares
|
$1.15 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
9,715
shares
|
$1.14 Million
1.36% of portfolio
|
Q3 2025
Reduced 44.59%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
9,711
shares
|
$1.14 Million
0.96% of portfolio
|
Q3 2025
Reduced 16.18%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
9,710
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,701
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
9,678
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2025
Reduced 56.18%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
9,670
shares
|
$1.14 Million
0.48% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
9,667
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,663
shares
|
$1.14 Million
0.78% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
9,660
shares
|
$1.14 Million
0.63% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
9,637
shares
|
$1.13 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,633
shares
|
$1.13 Million
0.52% of portfolio
|
Q4 2023
Reduced 4.43%
|
|