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 4,764 institutions that hold shares in the stock, with a total of 2.7 Billion shares, which have been reported (via 13F filing form) to have a value of $286 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
270
shares
|
$28,655
0.0% of portfolio
|
Q1 2024
Reduced 22.86%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
236
shares
|
$25,046
0.01% of portfolio
|
Q4 2022
Reduced 37.4%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
235
shares
|
$24,940
0.07% of portfolio
|
Q2 2022
Reduced 97.77%
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
228
shares
|
$24,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
220
shares
|
$23,348
0.01% of portfolio
|
Q4 2023
Reduced 58.72%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
216
shares
|
$22,924
0.01% of portfolio
|
Q2 2025
Reduced 91.19%
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
211
shares
|
$22,393
0.02% of portfolio
|
Q2 2025
Reduced 91.31%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
207
shares
|
$21,968
0.01% of portfolio
|
Q2 2023
Reduced 16.19%
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
203
shares
|
$21,544
0.02% of portfolio
|
Q3 2024
Added 16.0%
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
201
shares
|
$21,332
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
200
shares
|
$21,226
0.07% of portfolio
|
Q4 2024
New holding
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
200
shares
|
$21,226
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
200
shares
|
$21,226
0.01% of portfolio
|
Q3 2020
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
198
shares
|
$21,013
0.05% of portfolio
|
Q1 2025
New holding
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
189
shares
|
$20,058
0.0% of portfolio
|
Q2 2025
Reduced 67.41%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
180
shares
|
$19,103
0.0% of portfolio
|
Q2 2025
Reduced 98.81%
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
176
shares
|
$18,678
0.01% of portfolio
|
Q2 2025
Reduced 65.42%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
163
shares
|
$17,299
0.01% of portfolio
|
Q2 2025
Reduced 75.74%
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
154
shares
|
$16,344
0.02% of portfolio
|
Q4 2024
New holding
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
152
shares
|
$16,131
0.01% of portfolio
|
Q4 2023
Reduced 76.58%
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
145
shares
|
$15,388
0.01% of portfolio
|
Q3 2021
New holding
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
131
shares
|
$13,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
120
shares
|
$12,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
120
shares
|
$12,735
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
119
shares
|
$12,629
0.01% of portfolio
|
Q4 2024
New holding
|