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 |
|---|---|---|---|---|---|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
29,650
shares
|
$3.49 Million
4.25% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
29,563
shares
|
$3.48 Million
0.29% of portfolio
|
Q3 2023
Reduced 54.72%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
29,494
shares
|
$3.47 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
29,477
shares
|
$3.47 Million
0.4% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
29,441
shares
|
$3.46 Million
0.89% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
29,289
shares
|
$3.45 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
29,257
shares
|
$3.44 Million
0.74% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
29,200
shares
|
$3.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 45.81%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
29,151
shares
|
$3.43 Million
0.66% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
29,109
shares
|
$3.43 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
28,953
shares
|
$3.41 Million
3.33% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
28,832
shares
|
$3.39 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
28,779
shares
|
$3.39 Million
0.78% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
28,745
shares
|
$3.38 Million
0.28% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
28,717
shares
|
$3.38 Million
2.32% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
28,660
shares
|
$3.37 Million
2.06% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
28,644
shares
|
$3.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
28,622
shares
|
$3.37 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
28,570
shares
|
$3.36 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
28,529
shares
|
$3.36 Million
0.22% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,466
shares
|
$3.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 72.22%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
28,407
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 23.71%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
28,406
shares
|
$3.34 Million
1.24% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
28,383
shares
|
$3.34 Million
0.57% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
28,364
shares
|
$3.34 Million
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|