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 |
|---|---|---|---|---|---|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
34,795
shares
|
$4.09 Million
0.25% of portfolio
|
Q4 2022
Added 5.24%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
34,782
shares
|
$4.09 Million
0.28% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
34,773
shares
|
$4.09 Million
0.68% of portfolio
|
Q4 2025
Added 9.97%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
34,767
shares
|
$4.09 Million
0.7% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
34,764
shares
|
$4.09 Million
0.14% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
34,668
shares
|
$4.08 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
34,633
shares
|
$4.08 Million
2.49% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
34,536
shares
|
$4.06 Million
0.41% of portfolio
|
Q4 2025
Added 10.92%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
34,512
shares
|
$4.06 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
34,373
shares
|
$4.05 Million
0.45% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
34,363
shares
|
$4.04 Million
0.75% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,263
shares
|
$4.03 Million
0.42% of portfolio
|
Q2 2023
Added 13.96%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
34,235
shares
|
$4.03 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
34,216
shares
|
$4.03 Million
1.55% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
34,184
shares
|
$4.02 Million
2.52% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
34,135
shares
|
$4.02 Million
0.45% of portfolio
|
Q4 2025
Reduced 32.01%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
34,038
shares
|
$4.01 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
33,919
shares
|
$3.99 Million
1.28% of portfolio
|
Q4 2025
Added 6.08%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
33,916
shares
|
$3.99 Million
0.28% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
33,746
shares
|
$3.97 Million
0.56% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
33,693
shares
|
$3.96 Million
0.17% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
33,672
shares
|
$3.96 Million
0.86% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
33,594
shares
|
$3.95 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
33,526
shares
|
$3.95 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
33,491
shares
|
$3.94 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.06%
|
|