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 |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
47,196
shares
|
$5.55 Million
1.5% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
47,181
shares
|
$5.55 Million
0.6% of portfolio
|
Q3 2025
Added 28.04%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
47,178
shares
|
$5.55 Million
1.61% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Asset Planning Services Inc
|
Jan 16, 2026 Q4 2025 |
47,155
shares
|
$5.55 Million
2.51% of portfolio
|
Q4 2025
Reduced 6.74%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
47,025
shares
|
$5.53 Million
1.24% of portfolio
|
Q3 2025
Reduced 18.66%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
47,005
shares
|
$5.53 Million
1.94% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
46,981
shares
|
$5.53 Million
0.1% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
46,890
shares
|
$5.52 Million
0.36% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
46,882
shares
|
$5.52 Million
1.54% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
46,806
shares
|
$5.51 Million
0.42% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
46,771
shares
|
$5.5 Million
0.31% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
46,762
shares
|
$5.5 Million
2.55% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
46,506
shares
|
$5.47 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
46,470
shares
|
$5.47 Million
0.21% of portfolio
|
Q4 2025
Added 11.67%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
46,328
shares
|
$5.45 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
46,295
shares
|
$5.45 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
46,174
shares
|
$5.43 Million
0.23% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
46,168
shares
|
$5.43 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
46,131
shares
|
$5.43 Million
1.24% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
46,128
shares
|
$5.43 Million
0.78% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
46,016
shares
|
$5.42 Million
0.17% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
45,904
shares
|
$5.4 Million
0.89% of portfolio
|
Q1 2024
Reduced 66.44%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
45,868
shares
|
$5.4 Million
0.49% of portfolio
|
Q3 2022
Added 232.09%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
45,793
shares
|
$5.39 Million
1.57% of portfolio
|
Q4 2025
Added 5.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
45,764
shares
|
$5.39 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.97%
|
|