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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
17,434
shares
|
$2.05 Million
0.76% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
17,432
shares
|
$2.05 Million
0.26% of portfolio
|
Q4 2025
Added 9.86%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
17,428
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
Added 46.56%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
17,390
shares
|
$2.05 Million
9.43% of portfolio
|
Q3 2022
Reduced 88.68%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
17,341
shares
|
$2.04 Million
0.71% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
17,325
shares
|
$2.04 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
17,318
shares
|
$2.04 Million
0.42% of portfolio
|
Q4 2025
Added 10.57%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
17,308
shares
|
$2.04 Million
0.5% of portfolio
|
Q4 2025
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
17,257
shares
|
$2.03 Million
1.2% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
17,249
shares
|
$2.03 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
17,245
shares
|
$2.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
17,241
shares
|
$2.03 Million
0.89% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
17,224
shares
|
$2.03 Million
0.24% of portfolio
|
Q3 2025
Added 25.57%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
17,214
shares
|
$2.03 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
17,204
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
17,196
shares
|
$2.02 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
17,135
shares
|
$2.02 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
17,119
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
17,110
shares
|
$2.01 Million
0.34% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
17,096
shares
|
$2.01 Million
0.91% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
17,082
shares
|
$2.01 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
17,069
shares
|
$2.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
17,030
shares
|
$2 Million
0.28% of portfolio
|
Q4 2025
Added 6.05%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
16,984
shares
|
$2 Million
0.2% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
16,915
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2022
Added 43.59%
|
|