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 |
|---|---|---|---|---|---|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
7,756
shares
|
$912,726
0.61% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
7,752
shares
|
$912,255
1.19% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,739
shares
|
$910,725
0.09% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
7,738
shares
|
$910,607
0.63% of portfolio
|
Q4 2025
Added 45.31%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
7,724
shares
|
$908,960
0.1% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
7,722
shares
|
$908,724
0.18% of portfolio
|
Q4 2025
Added 29.43%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
7,714
shares
|
$907,783
0.42% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
7,706
shares
|
$906,842
0.1% of portfolio
|
Q2 2025
Reduced 63.44%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
7,704
shares
|
$906,606
0.68% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,700
shares
|
$906,136
0.3% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
7,698
shares
|
$905,900
0.34% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,691
shares
|
$905,076
0.25% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
7,690
shares
|
$904,959
0.27% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
7,687
shares
|
$904,606
0.21% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
7,680
shares
|
$903,782
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
7,669
shares
|
$902,487
0.17% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
7,669
shares
|
$902,487
0.43% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
7,657
shares
|
$901,075
0.08% of portfolio
|
Q4 2025
Reduced 7.27%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
7,655
shares
|
$900,840
0.29% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
7,650
shares
|
$900,252
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
7,631
shares
|
$898,016
0.43% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
7,627
shares
|
$897,545
0.5% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
7,627
shares
|
$897,545
0.28% of portfolio
|
Q4 2025
Reduced 8.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
7,622
shares
|
$896,956
0.36% of portfolio
|
Q3 2025
Reduced 51.4%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
7,613
shares
|
$895,897
1.5% of portfolio
|
Q3 2025
Reduced 87.87%
|
|