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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
3,541
shares
|
$416,704
0.09% of portfolio
|
Q4 2025
Reduced 12.05%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
3,538
shares
|
$416,351
0.04% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
3,537
shares
|
$416,234
0.31% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
3,533
shares
|
$415,763
0.06% of portfolio
|
Q3 2025
Added 24.89%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
3,529
shares
|
$415,292
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
3,529
shares
|
$415,292
0.03% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
3,527
shares
|
$415,057
0.22% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
3,524
shares
|
$414,704
0.11% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
3,523
shares
|
$414,586
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
3,518
shares
|
$413,998
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
3,512
shares
|
$413,292
0.19% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
3,510
shares
|
$413,056
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
3,506
shares
|
$412,586
0.17% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,502
shares
|
$412,115
0.22% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
3,497
shares
|
$411,526
0.05% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
3,483
shares
|
$409,879
0.02% of portfolio
|
Q3 2022
Reduced 16.73%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
3,480
shares
|
$409,526
0.1% of portfolio
|
Q2 2022
Reduced 12.41%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
3,478
shares
|
$409,291
0.16% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,477
shares
|
$409,173
0.03% of portfolio
|
Q3 2025
Reduced 16.18%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
3,473
shares
|
$408,702
0.1% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
3,472
shares
|
$408,584
0.07% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,466
shares
|
$407,878
0.38% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
3,465
shares
|
$407,761
0.24% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 09, 2026 Q4 2025 |
3,464
shares
|
$407,643
0.07% of portfolio
|
Q4 2025
Reduced 9.37%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
3,462
shares
|
$407,408
0.14% of portfolio
|
Q3 2025
Reduced 2.64%
|
|