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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
16,899
shares
|
$1.99 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
16,863
shares
|
$1.98 Million
0.46% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,846
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
16,843
shares
|
$1.98 Million
0.94% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
16,837
shares
|
$1.98 Million
0.14% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
16,770
shares
|
$1.97 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,762
shares
|
$1.97 Million
0.97% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
16,733
shares
|
$1.97 Million
0.52% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
16,731
shares
|
$1.97 Million
0.39% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
16,729
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,719
shares
|
$1.97 Million
1.37% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
16,700
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16,664
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2025
Added 50.17%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
16,655
shares
|
$1.96 Million
1.4% of portfolio
|
Q4 2025
Reduced 2.44%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
16,623
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2025
Added 34.05%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
16,605
shares
|
$1.95 Million
0.53% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
16,604
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2020
Reduced 4.81%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
16,591
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
16,553
shares
|
$1.95 Million
0.23% of portfolio
|
Q2 2023
Added 17.88%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
16,546
shares
|
$1.95 Million
1.01% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
16,534
shares
|
$1.95 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
16,532
shares
|
$1.95 Million
0.46% of portfolio
|
Q4 2025
Reduced 12.37%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
16,519
shares
|
$1.94 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
16,507
shares
|
$1.94 Million
0.41% of portfolio
|
Q2 2023
New holding
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
16,491
shares
|
$1.94 Million
0.89% of portfolio
|
Q3 2025
Added 0.13%
|
|