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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,157
shares
|
$3.67 Million
0.21% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
31,117
shares
|
$3.66 Million
1.25% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
31,117
shares
|
$3.66 Million
0.5% of portfolio
|
Q3 2023
Added 3.5%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
31,035
shares
|
$3.65 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
31,028
shares
|
$3.65 Million
1.59% of portfolio
|
Q2 2025
Added 94.79%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
31,022
shares
|
$3.65 Million
0.4% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
30,980
shares
|
$3.65 Million
2.17% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
30,953
shares
|
$3.64 Million
0.64% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
30,943
shares
|
$3.64 Million
1.46% of portfolio
|
Q3 2025
Reduced 16.46%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
30,943
shares
|
$3.64 Million
0.81% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
30,835
shares
|
$3.63 Million
0.61% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
30,833
shares
|
$3.63 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
30,823
shares
|
$3.63 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
30,815
shares
|
$3.63 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
30,795
shares
|
$3.62 Million
0.66% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
30,669
shares
|
$3.61 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
30,649
shares
|
$3.61 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
30,637
shares
|
$3.61 Million
2.39% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
30,627
shares
|
$3.6 Million
1.21% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
30,541
shares
|
$3.59 Million
0.75% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
30,537
shares
|
$3.59 Million
0.17% of portfolio
|
Q4 2025
Added 18.35%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
30,518
shares
|
$3.59 Million
2.26% of portfolio
|
Q4 2025
Added 11.49%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
30,503
shares
|
$3.59 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
30,495
shares
|
$3.59 Million
0.43% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
30,489
shares
|
$3.59 Million
0.8% of portfolio
|
Q4 2025
Added 12.2%
|
|