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 |
|---|---|---|---|---|---|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
19,852
shares
|
$2.34 Million
1.08% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2025 Q3 2025 |
19,850
shares
|
$2.34 Million
2.12% of portfolio
|
Q1 2025
Added 1140.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
19,847
shares
|
$2.34 Million
0.09% of portfolio
|
Q3 2025
Added 57.18%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
19,841
shares
|
$2.33 Million
0.54% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
19,839
shares
|
$2.33 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
19,833
shares
|
$2.33 Million
0.93% of portfolio
|
Q3 2025
Reduced 39.35%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 15, 2026 Q4 2025 |
19,827
shares
|
$2.33 Million
1.14% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
19,822
shares
|
$2.33 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
19,781
shares
|
$2.33 Million
0.83% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
19,749
shares
|
$2.32 Million
0.66% of portfolio
|
Q2 2022
Reduced 19.76%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
19,684
shares
|
$2.32 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
19,656
shares
|
$2.31 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
19,650
shares
|
$2.31 Million
0.79% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
19,647
shares
|
$2.31 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
19,635
shares
|
$2.31 Million
0.15% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
19,601
shares
|
$2.31 Million
1.68% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,574
shares
|
$2.3 Million
0.47% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
19,518
shares
|
$2.3 Million
0.35% of portfolio
|
Q4 2025
Added 21.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
19,487
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
19,486
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
19,476
shares
|
$2.29 Million
0.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
19,465
shares
|
$2.29 Million
0.47% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
19,433
shares
|
$2.29 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
19,423
shares
|
$2.29 Million
1.07% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
19,385
shares
|
$2.28 Million
0.31% of portfolio
|
Q3 2025
Added 11.79%
|
|