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 4,878 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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,220
shares
|
$261,249
0.09% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,218
shares
|
$261,014
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
2,217
shares
|
$260,896
0.16% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
2,215
shares
|
$260,661
0.08% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,210
shares
|
$260,072
0.12% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
2,210
shares
|
$260,072
0.23% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
2,205
shares
|
$259,484
0.09% of portfolio
|
Q4 2025
Reduced 13.83%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,203
shares
|
$259,249
0.07% of portfolio
|
Q3 2025
Reduced 41.61%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,203
shares
|
$259,249
0.16% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 14, 2026 Q4 2025 |
2,200
shares
|
$258,896
0.17% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,200
shares
|
$258,896
0.05% of portfolio
|
Q3 2025
Added 56.7%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,200
shares
|
$258,896
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
2,200
shares
|
$258,896
0.14% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
2,194
shares
|
$258,189
0.03% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
2,193
shares
|
$258,072
0.08% of portfolio
|
Q3 2025
Reduced 68.59%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
2,182
shares
|
$256,777
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
2,182
shares
|
$256,777
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,177
shares
|
$256,189
0.09% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
2,171
shares
|
$255,483
0.07% of portfolio
|
Q3 2023
Added 0.84%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,162
shares
|
$254,424
0.11% of portfolio
|
Q3 2025
Added 51.72%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
2,161
shares
|
$254,306
0.12% of portfolio
|
Q4 2025
Reduced 21.39%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,161
shares
|
$254,306
0.14% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
2,158
shares
|
$253,953
0.01% of portfolio
|
Q2 2024
Reduced 77.39%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
2,152
shares
|
$253,247
0.06% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
2,150
shares
|
$253,012
0.12% of portfolio
|
Q3 2025
Reduced 17.81%
|
|