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 4,872 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 |
|---|---|---|---|---|---|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
99,400
shares
|
$11.7 Million
0.36% of portfolio
|
Q2 2019
Added 180.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
99,387
shares
|
$11.7 Million
4.31% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
98,462
shares
|
$11.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
98,327
shares
|
$11.6 Million
0.61% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
98,323
shares
|
$11.6 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
97,861
shares
|
$11.5 Million
3.08% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
97,679
shares
|
$11.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
97,188
shares
|
$11.4 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
96,939
shares
|
$11.4 Million
1.79% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
96,099
shares
|
$11.3 Million
0.49% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
96,060
shares
|
$11.3 Million
0.22% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
95,950
shares
|
$11.3 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
95,653
shares
|
$11.3 Million
0.38% of portfolio
|
Q4 2025
Reduced 11.93%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
95,569
shares
|
$11.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
95,048
shares
|
$11.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
94,700
shares
|
$11.1 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
94,337
shares
|
$11.1 Million
1.12% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
94,015
shares
|
$11.1 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
93,672
shares
|
$11 Million
1.55% of portfolio
|
Q3 2025
Reduced 25.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
93,438
shares
|
$11 Million
0.16% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
93,219
shares
|
$11 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
93,159
shares
|
$11 Million
3.85% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
92,809
shares
|
$10.9 Million
0.99% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
92,753
shares
|
$10.9 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
92,614
shares
|
$10.9 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.39%
|
|