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 |
|---|---|---|---|---|---|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
8,976
shares
|
$1.06 Million
0.69% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
8,973
shares
|
$1.06 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
8,969
shares
|
$1.06 Million
0.62% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
8,953
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
8,948
shares
|
$1.05 Million
0.72% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
8,947
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
8,942
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
8,930
shares
|
$1.05 Million
0.85% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
8,922
shares
|
$1.05 Million
0.81% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
8,913
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
8,898
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
8,895
shares
|
$1.05 Million
0.47% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
8,884
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Added 26.26%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 27, 2025 Q3 2025 |
8,883
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2020
Reduced 21.27%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
8,881
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
8,862
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
8,846
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
8,837
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
8,830
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
8,821
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
8,820
shares
|
$1.04 Million
0.59% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
8,820
shares
|
$1.04 Million
0.71% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,815
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
8,814
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
8,799
shares
|
$1.04 Million
0.71% of portfolio
|
Q4 2025
Added 0.01%
|
|