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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
22,027
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2023
Added 42.41%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
21,997
shares
|
$2.59 Million
0.29% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
21,995
shares
|
$2.59 Million
0.33% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
21,977
shares
|
$2.59 Million
0.23% of portfolio
|
Q3 2025
Added 28.05%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
21,953
shares
|
$2.58 Million
0.33% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
21,912
shares
|
$2.58 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
21,890
shares
|
$2.58 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,886
shares
|
$2.58 Million
0.16% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
21,882
shares
|
$2.58 Million
0.14% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
21,833
shares
|
$2.57 Million
1.44% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
21,831
shares
|
$2.57 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,821
shares
|
$2.57 Million
0.44% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
21,715
shares
|
$2.56 Million
0.14% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
21,703
shares
|
$2.55 Million
0.4% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
21,666
shares
|
$2.55 Million
1.35% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
21,662
shares
|
$2.55 Million
0.49% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
21,564
shares
|
$2.54 Million
1.04% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Jan 12, 2026 Q4 2025 |
21,564
shares
|
$2.54 Million
1.78% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
21,554
shares
|
$2.54 Million
1.6% of portfolio
|
Q1 2025
Added 181.86%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
21,534
shares
|
$2.53 Million
1.39% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,531
shares
|
$2.53 Million
0.21% of portfolio
|
Q4 2022
Reduced 7.19%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
21,463
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
21,434
shares
|
$2.52 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
21,433
shares
|
$2.52 Million
0.26% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
21,399
shares
|
$2.52 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.05%
|
|