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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,438
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
9,431
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
9,430
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
9,425
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2025
Added 12.02%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
9,421
shares
|
$1.11 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
9,410
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
9,392
shares
|
$1.11 Million
0.78% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
9,381
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,374
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
9,361
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
9,359
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 71.22%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,350
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
9,325
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,307
shares
|
$1.1 Million
0.42% of portfolio
|
Q4 2023
Reduced 2.98%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
9,307
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
9,297
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
9,292
shares
|
$1.09 Million
0.74% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
9,289
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,281
shares
|
$1.09 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
9,275
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
9,264
shares
|
$1.09 Million
1.0% of portfolio
|
Q2 2023
Reduced 1.5%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,227
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
9,215
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
9,190
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
9,181
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.18%
|
|