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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
56,107
shares
|
$6.6 Million
0.39% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
55,959
shares
|
$6.59 Million
2.44% of portfolio
|
Q4 2025
Added 3.98%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
55,951
shares
|
$6.58 Million
1.09% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
55,888
shares
|
$6.58 Million
4.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
55,829
shares
|
$6.57 Million
0.27% of portfolio
|
Q4 2025
Reduced 3.49%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
55,811
shares
|
$6.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
55,729
shares
|
$6.56 Million
1.45% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
55,632
shares
|
$6.55 Million
0.37% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
55,615
shares
|
$6.54 Million
0.84% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
55,592
shares
|
$6.54 Million
0.43% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
55,592
shares
|
$6.54 Million
0.87% of portfolio
|
Q1 2024
Added 48.42%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
55,589
shares
|
$6.54 Million
1.21% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
55,501
shares
|
$6.53 Million
1.3% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
55,310
shares
|
$6.51 Million
3.52% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
55,292
shares
|
$6.51 Million
0.81% of portfolio
|
Q3 2025
Added 57.15%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
55,223
shares
|
$6.5 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
55,212
shares
|
$6.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
55,149
shares
|
$6.49 Million
0.18% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
55,122
shares
|
$6.49 Million
0.17% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
54,982
shares
|
$6.47 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
54,964
shares
|
$6.47 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
54,821
shares
|
$6.45 Million
2.48% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
54,793
shares
|
$6.45 Million
0.8% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
54,759
shares
|
$6.44 Million
0.52% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
54,741
shares
|
$6.44 Million
0.75% of portfolio
|
Q3 2022
Added 1.34%
|
|