XOM · Company research
ExxonMobil Holdings Corporation (XOM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10701 | 1741588 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1213 | 165841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13993 | 1913174 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2233016 | 305297948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4037 | 552074 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| InvesTrust | 2050848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36755 | 5025143 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CPA Asset Management Group, LLC | 1963967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3390 | 463468 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6803 | 930086 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9784 | 1337688 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| LOGAN CAPITAL MANAGEMENT INC | 1121330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21769 | 2976256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26138 | 3573623 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bond & Devick Financial Network, Inc. | 1843495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5889 | 805144 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Apeiron RIA LLC | 1801846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7157 | 978531 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SNOWWATER INVESTMENT PARTNERS, LLC | 2075393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4293 | 586939 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Financial Group LLC | 1834011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6018 | 822807 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1332811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4320 | 519875 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3362 | 537245 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Brown Shipley& Co Ltd | 1912970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1316 | 179924 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Private Capital Management, LLC | 1588456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6006 | 821140 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Beacon Financial Advisory LLC | 1800502 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21573 | 2949471 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Goldenstone Wealth Management LLC | 2109094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3582 | 489750 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Global Trust Wealth Management LLC | 2065265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9223 | 1260977 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38069 | 5204794 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Wall Street Financial Group, Inc. | 2019337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6401 | 875145 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Keystone Wealth Services, LLC | 1866189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44949 | 6145364 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12718 | 1738805 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mountain Hill Investment Partners Corp. | 2055557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88 | 12039 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Fortune 45 LLC | 1918707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3932 | 537593 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2001102 | 273590665 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24679 | 3374126 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16927 | 2314281 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| V. M. MANNING & CO., INC. | 62061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4261 | 582615 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| R.H. Dinel Investment Counsel, Inc. | 1598352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20442 | 2794830 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71880 | 9827430 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rayburn West Financial Services LLC | 2107467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19230 | 2629126 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2206288 | 301643695 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Security Financial Services, INC. | 1913590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6767 | 925184 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1906036 | 260593243 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74295 | 10318147 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Group, Inc. | 1868491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2223 | 303884 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| WIT Partners Advisory Pte. Ltd. | 2000043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16405 | 2242892 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9160 | 1252356 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4035334 | 551711 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10049 | 1373917 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5435 | 743060 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11002 | 1504193 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46260 | 6294128 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1467 | 200568 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2046105 | 345874 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23275574 | 3182236477 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Presper Financial Architects, LLC | 2066674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5092 | 696232 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LEIGH BALDWIN & CO., LLC | 946629 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6279 | 858427 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bluebird Wealth Management LLC | 2104503 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2624 | 358709 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 561746 | 76801929 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25140 | 3437141 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13000 | 1777360 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21116 | 2886930 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Roth Financial Partners LLC | 1840888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5331 | 728854 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BG Investment Services, LLC | 1873989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2178 | 297722 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33889 | 4633320 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAIRS & POWER INC | 1070134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81802 | 11183969 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DMKC Advisory Services, LLC | 1901337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26176 | 3578836 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Baugh & Associates, LLC | 1730818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33830 | 4625238 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WENDELL DAVID ASSOCIATES INC | 878228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91891 | 12563 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BECK CAPITAL MANAGEMENT, LLC | 1601904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10260 | 1402799 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRC WEALTH MANAGEMENT, LLC | 2009521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2513 | 343562 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1089707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14880 | 2034 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tailwinds Wealth, LLC | 2109222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6990 | 955585 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FCG Investment Co | 2011697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2765 | 378031 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 315032 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20263600 | 2770439392 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sunesis Advisors, LLC | 1748269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2717 | 371468 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13217 | 1807028 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PFW Advisors LLC | 1989744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1983 | 271173 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1991983 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8923 | 1219953 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8981 | 1227909 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1734398 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42610 | 5825639 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| White Lighthouse Investment Management Inc. | 1727593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3154 | 431207 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MERIDIAN MANAGEMENT CO | 806097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4298 | 587623 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26145 | 3574567 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rothschild Capital Partners, LLC | 1569833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6822 | 932704 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.