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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
25,505
shares
|
$3 Million
2.12% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
25,477
shares
|
$3 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
25,459
shares
|
$3 Million
2.03% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 16, 2026 Q4 2025 |
25,436
shares
|
$2.99 Million
0.98% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,430
shares
|
$2.99 Million
0.44% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
25,335
shares
|
$2.98 Million
0.76% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
25,263
shares
|
$2.97 Million
1.12% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
25,217
shares
|
$2.97 Million
1.06% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
25,202
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Udine Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
25,169
shares
|
$2.96 Million
1.43% of portfolio
|
Q4 2025
Added 13.96%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
25,130
shares
|
$2.96 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
25,122
shares
|
$2.96 Million
2.91% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
25,059
shares
|
$2.95 Million
0.69% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
25,009
shares
|
$2.94 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
24,978
shares
|
$2.94 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
24,977
shares
|
$2.94 Million
0.29% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
24,943
shares
|
$2.94 Million
2.21% of portfolio
|
Q3 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
24,924
shares
|
$2.93 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
24,909
shares
|
$2.93 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
24,853
shares
|
$2.92 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
24,828
shares
|
$2.92 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
24,818
shares
|
$2.92 Million
0.8% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Kempner Capital Management Inc.
|
Jan 12, 2026 Q4 2025 |
24,803
shares
|
$2.92 Million
3.02% of portfolio
|
Q4 2025
Reduced 9.07%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
24,761
shares
|
$2.91 Million
3.17% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
24,737
shares
|
$2.91 Million
0.88% of portfolio
|
Q4 2025
Added 1.0%
|
|