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 4,349 institutions that hold shares in the stock, with a total of 2.62 Billion shares, which have been reported (via 13F filing form) to have a value of $284 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
100,465
shares
|
$10.9 Million
0.54% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
99,997
shares
|
$10.9 Million
0.43% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
99,841
shares
|
$10.8 Million
0.22% of portfolio
|
Q3 2024
Added 60.04%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
99,729
shares
|
$10.8 Million
6.55% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
99,714
shares
|
$10.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
99,400
shares
|
$10.8 Million
0.38% of portfolio
|
Q2 2019
Added 180.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
99,387
shares
|
$10.8 Million
4.31% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
98,115
shares
|
$10.7 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
97,740
shares
|
$10.6 Million
2.78% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
97,735
shares
|
$10.6 Million
0.57% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
97,731
shares
|
$10.6 Million
0.55% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
97,638
shares
|
$10.6 Million
0.38% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
97,525
shares
|
$10.6 Million
2.17% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
97,516
shares
|
$10.6 Million
1.28% of portfolio
|
Q3 2024
Reduced 75.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
96,976
shares
|
$10.5 Million
0.45% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
96,659
shares
|
$10.5 Million
1.38% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
96,652
shares
|
$10.5 Million
2.71% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
95,676
shares
|
$10.4 Million
4.77% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
95,372
shares
|
$10.4 Million
3.88% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
94,977
shares
|
$10.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
94,568
shares
|
$10.3 Million
1.78% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
94,522
shares
|
$10.3 Million
0.36% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
94,491
shares
|
$10.3 Million
2.75% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
94,450
shares
|
$10.3 Million
2.06% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
94,385
shares
|
$10.3 Million
0.6% of portfolio
|
Q2 2024
Added 8.82%
|