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 4,320 institutions that hold shares in the stock, with a total of 2.61 Billion shares, which have been reported (via 13F filing form) to have a value of $278 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
106,637
shares
|
$11.4 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
106,632
shares
|
$11.4 Million
2.48% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
106,529
shares
|
$11.3 Million
3.86% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
106,437
shares
|
$11.3 Million
0.42% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
106,318
shares
|
$11.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
106,053
shares
|
$11.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
105,946
shares
|
$11.3 Million
1.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
105,813
shares
|
$11.3 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
105,500
shares
|
$11.2 Million
1.37% of portfolio
|
Q2 2024
Reduced 29.9%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
105,395
shares
|
$11.2 Million
3.44% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
105,360
shares
|
$11.2 Million
0.76% of portfolio
|
Q3 2024
Added 31.95%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
104,976
shares
|
$11.2 Million
3.86% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
104,610
shares
|
$11.1 Million
3.93% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
104,259
shares
|
$11.1 Million
0.49% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
103,706
shares
|
$11 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
103,577
shares
|
$11 Million
0.06% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
103,541
shares
|
$11 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
103,392
shares
|
$11 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
103,365
shares
|
$11 Million
3.94% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
103,220
shares
|
$11 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
102,788
shares
|
$11 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
102,737
shares
|
$10.9 Million
5.76% of portfolio
|
Q2 2022
Reduced 9.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
102,686
shares
|
$10.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
102,126
shares
|
$10.9 Million
0.35% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
101,827
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.94%
|