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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
2,442
shares
|
$287,374
0.08% of portfolio
|
Q4 2025
Added 37.5%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
2,438
shares
|
$286,903
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
2,437
shares
|
$286,786
0.05% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,435
shares
|
$286,550
0.16% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
2,430
shares
|
$285,962
0.07% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
2,428
shares
|
$285,727
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
2,426
shares
|
$285,491
0.24% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
2,421
shares
|
$284,903
0.06% of portfolio
|
Q4 2025
Added 4.08%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,420
shares
|
$284,785
0.16% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,419
shares
|
$284,667
0.15% of portfolio
|
Q3 2025
Reduced 28.26%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,416
shares
|
$284,314
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,416
shares
|
$284,314
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,414
shares
|
$284,079
0.22% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
2,409
shares
|
$283,491
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
2,403
shares
|
$282,785
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
2,400
shares
|
$282,432
0.12% of portfolio
|
Q1 2025
Reduced 20.66%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,398
shares
|
$282,196
0.04% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,397
shares
|
$282,078
0.73% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
2,391
shares
|
$281,372
0.2% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
2,390
shares
|
$281,255
0.03% of portfolio
|
Q2 2024
Added 13.81%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,389
shares
|
$281,137
0.19% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,387
shares
|
$280,902
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
2,387
shares
|
$280,902
0.13% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
2,387
shares
|
$280,902
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
2,384
shares
|
$280,549
0.13% of portfolio
|
Q3 2025
Reduced 8.31%
|
|