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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
43,280
shares
|
$5.09 Million
1.08% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
43,228
shares
|
$5.09 Million
1.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,165
shares
|
$5.08 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
43,115
shares
|
$5.07 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
43,073
shares
|
$5.07 Million
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
43,021
shares
|
$5.06 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
42,934
shares
|
$5.05 Million
1.15% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
42,817
shares
|
$5.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
42,757
shares
|
$5.03 Million
1.11% of portfolio
|
Q4 2025
Added 4.82%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
42,741
shares
|
$5.03 Million
0.18% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
42,658
shares
|
$5.02 Million
0.27% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
42,591
shares
|
$5.01 Million
0.39% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
42,487
shares
|
$5 Million
0.1% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
42,458
shares
|
$5 Million
2.59% of portfolio
|
Q4 2025
Added 547.72%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
42,441
shares
|
$4.99 Million
0.33% of portfolio
|
Q3 2025
Added 37.36%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
42,321
shares
|
$4.98 Million
1.53% of portfolio
|
Q4 2025
Reduced 6.6%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
42,275
shares
|
$4.97 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
42,238
shares
|
$4.97 Million
2.58% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
42,157
shares
|
$4.96 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
41,971
shares
|
$4.94 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
41,759
shares
|
$4.91 Million
1.19% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
41,722
shares
|
$4.91 Million
1.31% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
41,721
shares
|
$4.91 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
41,708
shares
|
$4.91 Million
1.07% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
41,672
shares
|
$4.9 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.61%
|
|