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 |
|---|---|---|---|---|---|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,929
shares
|
$1.52 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,909
shares
|
$1.52 Million
0.21% of portfolio
|
Q2 2023
Added 6.13%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
12,900
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
12,882
shares
|
$1.52 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,843
shares
|
$1.51 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
12,838
shares
|
$1.51 Million
0.32% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
12,837
shares
|
$1.51 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,837
shares
|
$1.51 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,835
shares
|
$1.51 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
12,824
shares
|
$1.51 Million
0.99% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
12,824
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2025
Added 44.87%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
12,822
shares
|
$1.51 Million
0.32% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
12,817
shares
|
$1.51 Million
0.48% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
12,806
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
12,776
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
12,770
shares
|
$1.5 Million
0.77% of portfolio
|
Q4 2025
Reduced 3.18%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
12,755
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
12,715
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
12,702
shares
|
$1.49 Million
0.77% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
12,701
shares
|
$1.49 Million
0.62% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
12,677
shares
|
$1.49 Million
0.22% of portfolio
|
Q4 2025
Added 24.04%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
12,651
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,616
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2023
Added 4.86%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
12,615
shares
|
$1.48 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
12,609
shares
|
$1.48 Million
0.36% of portfolio
|
Q4 2025
Added 3.57%
|
|