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 4,880 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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
54,741
shares
|
$6.44 Million
0.75% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
54,708
shares
|
$6.44 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
54,661
shares
|
$6.43 Million
3.57% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
54,333
shares
|
$6.39 Million
0.43% of portfolio
|
Q4 2025
Reduced 5.19%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
54,208
shares
|
$6.38 Million
0.49% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
54,101
shares
|
$6.37 Million
2.15% of portfolio
|
Q2 2025
Added 17933.67%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
54,016
shares
|
$6.36 Million
1.47% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
53,867
shares
|
$6.34 Million
0.55% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
53,804
shares
|
$6.33 Million
1.45% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kiltearn Partners LLP
Edinburgh, X0 |
Nov 13, 2025 Q3 2025 |
53,783
shares
|
$6.33 Million
1.23% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
53,693
shares
|
$6.32 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
53,556
shares
|
$6.3 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,556
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
53,528
shares
|
$6.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
53,401
shares
|
$6.28 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
53,341
shares
|
$6.28 Million
0.54% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
53,132
shares
|
$6.25 Million
1.22% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
53,090
shares
|
$6.25 Million
1.99% of portfolio
|
Q4 2024
Added 48.53%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
52,934
shares
|
$6.23 Million
3.46% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
52,906
shares
|
$6.23 Million
1.22% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
52,801
shares
|
$6.21 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
52,790
shares
|
$6.21 Million
0.34% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
52,653
shares
|
$6.2 Million
0.28% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
52,598
shares
|
$6.19 Million
0.4% of portfolio
|
Q4 2025
Added 10.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
52,449
shares
|
$6.17 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.78%
|
|