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ExxonMobil (XOM) Institutional Ownership

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$156.88 -0.01 (0.00%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$156.99 +0.11 (+0.07%)
As of 07/24/2026 07:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for ExxonMobil (NYSE:XOM)

Current
Institutional Ownership
Percentage
61.80%
Number of
Institutional Buyers
(last 12 months)
3181
Total
Institutional Inflows
(last 12 months)
$31.06B
Number of
Institutional Sellers
(last 12 months)
2558
Total
Institutional Outflows
(last 12 months)
$16.33B
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XOM Institutional Buying and Selling by Quarter

ExxonMobil Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2026Greatmark Investment Partners Inc.41,642$5.69M0.6%-0.7%0.001%
7/25/2026Fortis Group Advisors LLC24,013$3.28M0.5%-25.7%0.001%
7/25/2026Clarus Group Inc.83,713$11.45M3.9%-6.7%0.002%
7/25/2026Farmers & Merchants Trust Co of Chambersburg PA13,986$1.91M0.5%-2.1%0.000%
7/25/2026Udine Wealth Management Inc.26,323$3.60M1.5%+1.8%0.001%
7/25/2026BridgePort Financial Solutions LLC14,106$1.93M0.5%-2.6%0.000%
7/25/2026Xcel Wealth Management LLC4,473$612K0.1%-2.3%0.000%
7/25/2026WealthBridge Capital Management LLC20,613$2.82M0.6%+28.2%0.000%
7/25/2026Petra Financial Advisors Inc.3,412$467K0.2%N/A0.000%
7/25/2026Bogart Wealth LLC1,202,952$164.47M5.6%-1.1%0.029%
7/25/2026Stronghold Wealth Management L.L.C.4,329$592K0.8%+4.0%0.000%
7/25/2026Bartlett & CO. Wealth Management LLC1,600$219K0.0%-98.5%0.000%
7/24/2026Gray Private Wealth LLC2,482$339K0.1%+42.4%0.000%
7/24/2026EverSource Wealth Advisors LLC40,280$5.51M0.2%-33.9%0.001%
7/24/2026Aventus Investment Advisors Inc.200$27K0.0%N/A0.000%
7/24/2026Nilsine Partners LLC83,492$11.42M0.8%+22.5%0.002%
7/24/2026Lodestone Wealth Management LLC8,281$1.13M0.4%-1.2%0.000%
7/24/2026Empire Life Investments Inc.48,670$6.65M0.4%+3.6%0.001%
7/24/2026Vista Capital Partners Inc.6,760$924K0.1%-6.2%0.000%
7/24/2026 Dynamic Wealth Strategies LLC2,313$316K0.2%-9.2%0.000%
7/23/2026 Nations Financial Group Inc. IA ADV79,922$10.93M0.5%-5.5%0.002%
7/23/2026 Financial & Tax Architects LLC50,978$6.97M1.5%-5.0%0.001%
7/23/2026 Mosley Wealth Management8,554$1.17M0.4%+21.4%0.000%
7/23/2026 Cornerstone Wealth Management LLC89,611$12.25M0.5%+0.5%0.002%
7/23/2026 McElhenny Sheffield Capital Management LLC9,534$1.30M0.3%+9.5%0.000%
7/23/2026 Columbus Macro LLC22,056$3.02M0.3%-0.7%0.001%
7/23/2026 SBI Securities Co. Ltd.121,250$16.58M0.4%-6.2%0.003%
7/23/2026 Confluence Wealth Services Inc.294,079$40.21M1.1%+59.5%0.007%
7/22/2026 Flywheel Private Wealth LLC2,445$334K0.2%-4.9%0.000%
7/22/2026 River Street Advisors LLC1,672$229K0.1%-13.0%0.000%
7/22/2026 Schaper Benz & Wise Investment Counsel Inc. WI24,222$3.31M0.2%+0.4%0.001%
7/21/2026 Unique Wealth LLC5,748$786K0.1%+57.2%0.000%
7/21/2026 Flagstone Financial Management6,531$893K0.2%-4.2%0.000%
7/21/2026 Crown Wealth Group LLC6,231$852K0.2%+7.5%0.000%
7/21/2026 Norris Perne & French LLP MI10,819$1.48M0.1%+58.1%0.000%
7/21/2026 Novem Group15,898$2.17M0.2%+3.0%0.000%
7/21/2026 Bay Capital Advisors LLC5,600$766K0.4%-5.7%0.000%
7/21/2026 Wilkerson Advisory Group LLC1,788$244K0.1%+4.1%0.000%
7/21/2026 Center for Financial Planning Inc.14,900$2.04M0.2%-4.5%0.000%
7/21/2026 LS Investment Advisors LLC48,667$6.65M0.9%-1.6%0.001%
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7/21/2026 CV Advisors LLC11,589$1.58M0.3%+126.7%0.000%
7/21/2026 QV Investors Inc.63,161$8.64M0.7%-29.6%0.002%
7/21/2026 LifePlan Financial LLC6,628$906K0.6%+1.8%0.000%
7/21/2026 Athena Wealth Management LLC21,330$2.92M2.2%+5.1%0.001%
7/21/2026 Clear Trail Advisors LLC235,825$32.24M4.9%-0.3%0.006%
7/21/2026 Western Reserve Capital Management LLC51,088$6.99M5.2%-21.5%0.001%
7/21/2026 SOA Wealth Advisors LLC.15,175$2.08M0.3%-38.7%0.000%
7/21/2026 Nicholson Meyer Capital Management Inc.2,082$285K0.2%N/A0.000%
7/20/2026 Allied Investment Advisors LLC128,268$17.54M2.2%+1.5%0.003%
7/20/2026 Hughes Financial Services LLC3,633$497K0.1%-3.1%0.000%
7/20/2026 West Paces Advisors Inc.9,801$1.34M0.2%-2.2%0.000%
7/18/2026 Diversified Trust Co.144,820$19.80M0.3%+9.1%0.003%
7/18/2026 Cary Street Partners Financial LLC125,803$17.20M0.4%-3.3%0.003%
7/18/2026 Rosenberg Matthew Hamilton13,466$1.84M0.3%+3.5%0.000%
7/18/2026 Heartwood Wealth Advisors LLC8,454$1.16M0.1%-5.4%0.000%
7/17/2026 LifeSteps Financial Inc.12,052$1.65M0.8%+0.9%0.000%
7/17/2026 Burns Matteson Capital Management LLC1,640$224K0.1%-39.7%0.000%
7/17/2026 O Connor Financial Group LLC3,622$495K0.2%+3.1%0.000%
7/17/2026 Amplius Wealth Advisors LLC6,453$882K0.1%+17.8%0.000%
7/17/2026 Core Wealth Partners LLC23,601$3.23M1.4%-9.0%0.001%
7/17/2026 Burton Enright Welch3,636$497K0.1%-12.4%0.000%
7/17/2026 TCFG Investment Advisors LLC6,649$909K0.3%-27.1%0.000%
7/17/2026 Fifth Third Wealth Advisors LLC204,823$28.00M0.8%+4.9%0.005%
7/17/2026 Fairvoy Private Wealth LLC38,889$5.32M1.1%+0.6%0.001%
7/17/2026 Altus Wealth Group LLC9,488$1.30M0.5%-2.1%0.000%
7/17/2026 CJM Wealth Advisers Ltd.46,486$6.36M1.7%-1.0%0.001%
7/17/2026 Maryland Capital Advisors Inc.2,732$374K0.1%N/A0.000%
7/17/2026 Cary Street Partners Investment Advisory LLC12,548$1.72M0.3%+1.2%0.000%
7/17/2026 Coastwise Capital Group LLC3,637$497K0.3%+12.5%0.000%
7/16/2026 Ipswich Investment Management Co. Inc.89,933$12.30M2.6%+5.2%0.002%
7/16/2026 Davis Capital Management8,067$1.10M0.7%-6.1%0.000%
7/16/2026 Folger Nolan Fleming Douglas Capital Management Inc.197,161$26.96M2.2%-0.5%0.005%
7/16/2026 Highline Wealth Partners LLC1,750$239K0.0%+86.6%0.000%
7/16/2026 Amarillo National Bank26,910$3.68M0.6%-0.8%0.001%
7/15/2026 Stolper Co25,234$3.45M0.9%-29.9%0.001%
7/15/2026 Hendley & Co. Inc.16,702$2.28M0.8%+24.1%0.000%
7/15/2026 Curbstone Financial Management Corp41,214$5.64M1.0%+5.8%0.001%
7/14/2026 LRI Investments LLC32,626$4.46M0.4%-4.2%0.001%
7/14/2026 InvesTrust36,755$5.03M1.9%-2.6%0.001%
7/14/2026 Nova Wealth Management Inc.1,362$186K0.1%-14.1%0.000%
7/14/2026 Lynch & Associates IN119,507$16.34M2.9%-1.1%0.003%
7/13/2026 Roffman Miller Associates Inc. PA170,394$23.30M1.2%-1.3%0.004%
7/13/2026 Parkside Investments LLC1,494$204K0.0%-16.8%0.000%
7/13/2026 Allen Mooney & Barnes Investment Advisors LLC85,466$11.69M1.8%-33.7%0.002%
7/13/2026 CGC Financial Services LLC3,048$417K0.1%+7.7%0.000%
7/13/2026 Sentinel Trust Co. LBA59,816$8.18M0.7%-2.2%0.001%
7/12/2026 First Community Trust NA856$117K0.1%-21.4%0.000%
7/12/2026 Walker Asset Management LLC14,249$1.95M1.0%-2.6%0.000%
7/10/2026 Wedge Capital Management L L P NC7,138$976K0.0%-8.8%0.000%
7/10/2026 Abound Wealth Management2,525$345K0.1%-11.0%0.000%
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7/10/2026 Northside Capital Management LLC15,665$2.14M0.2%-0.8%0.000%
7/10/2026 Investors Research Corp3,484$476K0.1%-31.4%0.000%
7/10/2026 Annex Advisory Services LLC42,473$5.81M0.1%+111.5%0.001%
7/10/2026 Insight Wealth Strategies LLC14,203$1.94M0.2%-13.2%0.000%
7/10/2026 FORM Wealth Advisors LLC7,059$965K0.1%-5.5%0.000%
7/10/2026 JFS Wealth Advisors LLC30,895$4.22M0.2%-6.1%0.001%
7/10/2026 Magnolia Capital Management Ltd.6,689$915K0.6%-6.3%0.000%
7/10/2026 Tema ETFs LLC67,425$9.22M0.3%+10.7%0.002%
7/10/2026 Sunesis Advisors LLC2,717$371K0.2%-10.9%0.000%
7/10/2026 West Branch Capital LLC42,207$5.77M1.3%-0.7%0.001%


XOM Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,975 institutional investors and hedge funds held shares of ExxonMobil. The most heavily invested institutionals were Vanguard Group Inc. ($51.72B), State Street Corp ($24.68B), FMR LLC ($15.72B), Bank of America Corp DE ($11.62B), Geode Capital Management LLC ($11.49B), Morgan Stanley ($8.96B), and Norges Bank ($7.63B).Learn more on ExxonMobil's institutional investors.

61.80% of ExxonMobil's stock is owned by institutional investors. Learn more on XOM's institutional investor holdings.

Of the 4,389 institutional investors that purchased ExxonMobil's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($185.03M), Nuveen LLC ($22.96M), Massachusetts Financial Services Co. MA ($17.60M), Bank of New York Mellon Corp ($12.77M), Franklin Resources Inc. ($11.22M), GQG Partners LLC ($10.00M), and GAMMA Investing LLC ($9.45M).

Institutional investors have bought a total of 258,193,495 shares in the last 24 months. This purchase volume represents approximately $31.06B in transactions.

Of the 2,546 institutional investors that sold ExxonMobil's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($9.67M), Bank of America Corp DE ($6.67M), Primecap Management Co. CA ($5.95M), Dimensional Fund Advisors LP ($5.41M), Amundi ($4.86M), Assenagon Asset Management S.A. ($4.29M), and Lazard Asset Management LLC ($4.28M).

Institutional investors have sold a total of 134,620,541 shares in the last 24 months. This volume of shares sold represents approximately $16.33B in transactions.



This page (NYSE:XOM) was last updated on 7/26/2026 by MarketBeat.com Staff.
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