EXXON MOBIL CORP (XOMXXXX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
31
Reporting holders
$236.0M
Reported value
0.0%
Calls
0.0%
Puts
-3,872
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DOLIVER ADVISORS, LP | $170.5M | 1,047,445 | 37.20% | 32q | -0.5%-$881.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $37.7M | 231,681 | 0.45% | new | NEW |
| Boltwood Capital Management | $4.2M | 25,730 | 0.94% | 32q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.8M | 17,208 | 0.55% | 24q | -2.7%-$77.6K |
| Parrish Capital LLC | $2.1M | 12,606 | 2.00% | 4q | -4.7%-$101.2K |
| Adams Asset Advisors, LLC | $1.6M | 10,040 | 0.17% | 18q | HELD |
| CACTI ASSET MANAGEMENT LLC | $1.6M | 10,000 | 0.09% | 32q | HELD |
| Byrne Asset Management LLC | $1.6M | 9,752 | 0.89% | 20q | +11.5%+$164.1K |
| JUNCTURE WEALTH STRATEGIES, LLC | $1.4M | 8,828 | 0.37% | 21q | -3.5%-$52.2K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.4M | 8,532 | 0.83% | 16q | -4.4%-$63.6K |
| Trinity Financial Advisors LLC | $1.1M | 6,779 | 0.28% | 17q | HELD |
| Baring Financial LLC | $1.0M | 6,220 | 0.54% | 8q | +8.4%+$78.8K |
| Pathway Financial Advisors LLC | $975.2K | 5,992 | 0.11% | 26q | -6.1%-$63.3K |
| Ballew Advisors, Inc | $972.9K | 5,932 | 0.48% | 21q | -25.0%-$324.7K |
| PRIVATE CLIENT SERVICES, LLC | $896.2K | 5,507 | 0.24% | 12q | +26.4%+$187.3K |
| Ridgewood Investments LLC | $729.3K | 4,481 | 0.27% | 15q | -10.5%-$85.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $597.0K | 3,668 | 0.14% | 18q | +2.5%+$14.8K |
| Marotta Asset Management | $570.3K | 3,504 | 0.10% | 27q | HELD |
| jvl associates llc | $465.8K | 2,862 | 0.13% | 4q | +2.6%+$11.9K |
| Box Hill Private Wealth LLC | $434.8K | 2,672 | 0.32% | 4q | -1.9%-$8.6K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $426.6K | 2,621 | 0.06% | 3q | +42.6%+$127.4K |
| BURKETT FINANCIAL SERVICES, LLC | $412.2K | 2,532 | 0.12% | 12q | +27.1%+$87.9K |
| COLLECTIVE FAMILY OFFICE LLC | $397.3K | 2,441 | 0.08% | 16q | HELD |
| Beacon Wealthcare LLC | $387.8K | 2,383 | 0.12% | 11q | +14.6%+$49.5K |
| LEGACY SOLUTIONS, LLC | $381.7K | 2,346 | 0.29% | 6q | HELD |
| Gladwyn Financial Advisors, Inc. | $344.7K | 2,118 | 0.22% | 6q | HELD |
| Prota Financial, LLC | $343.3K | 2,096 | 0.22% | 4q | -2.2%-$7.9K |
| Meadowbrook Wealth Management, LLC | $293.8K | 1,805 | 0.31% | 5q | HELD |
| Great Waters Wealth Management | $242.7K | 1,492 | 0.02% | 3q | -0.8%-$2.0K |
| Horrell Capital Management, Inc. | $139.6K | 858 | 0.07% | 32q | HELD |
| Pacifica Partners Inc. | $19.1K | 140 | 0.01% | 28q | HELD |
| LBJ Family Wealth Advisors, Ltd. | $3.6K | 21,833 | 1.81% | 10q | HELD |
| JACOBS & CO/CA | $1.6K | 10,054 | 0.14% | 32q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $236.0M | 1,450,271 | 1 | 8 | 11 | 0.0% |
| Q2 2026 | 3,903 | $419.6B | 2,920,967,864 | 102 | 1,278 | 1,566 | 3.5% |
| Q1 2026 | 4,790 | $493.5B | 2,777,956,833 | 347 | 1,552 | 1,902 | 4.3% |
| Q4 2025 | 4,588 | $345.7B | 2,782,790,114 | 161 | 1,652 | 1,429 | 3.0% |
| Q3 2025 | 4,244 | $326.1B | 2,790,382,148 | 148 | 1,513 | 1,527 | 3.5% |
| Q2 2025 | 4,239 | $317.0B | 2,822,478,636 | 115 | 1,590 | 1,552 | 3.2% |
| Q1 2025 | 4,294 | $347.5B | 2,830,719,668 | 179 | 1,625 | 1,526 | 3.2% |
| Q4 2024 | 4,280 | $316.9B | 2,852,509,656 | 121 | 1,444 | 1,450 | 3.2% |
| Q3 2024 | 3,957 | $355.6B | 2,939,370,708 | 98 | 1,447 | 1,412 | 3.2% |
| Q2 2024 | 3,950 | $350.1B | 2,934,990,038 | 192 | 2,099 | 887 | 3.0% |
| Q1 2024 | 3,837 | $325.7B | 2,691,253,982 | 167 | 1,476 | 1,272 | 4.0% |
| Q4 2023 | 3,782 | $269.9B | 2,574,514,803 | 129 | 1,345 | 1,279 | 4.6% |
| Q3 2023 | 3,609 | $296.4B | 2,398,633,965 | 140 | 1,270 | 1,274 | 4.4% |
| Q2 2023 | 3,546 | $267.8B | 2,397,574,023 | 100 | 1,186 | 1,314 | 3.9% |
| Q1 2023 | 3,539 | $294.4B | 2,585,549,809 | 109 | 1,171 | 1,356 | 3.6% |
| Q4 2022 | 3,562 | $289.4B | 2,507,526,339 | 213 | 1,070 | 1,335 | 4.5% |
| Q3 2022 | 3,240 | $221.8B | 2,421,309,981 | 125 | 1,148 | 1,163 | 4.5% |
| Q2 2022 | 3,226 | $216.4B | 2,405,097,684 | 145 | 1,157 | 1,217 | 4.8% |
| Q1 2022 | 3,214 | $203.4B | 2,362,900,160 | 278 | 1,089 | 1,244 | 4.0% |
| Q4 2021 | 3,021 | $148.9B | 2,311,619,123 | 127 | 985 | 1,107 | 4.9% |
| Q3 2021 | 2,735 | $138.6B | 2,246,312,237 | 94 | 980 | 1,022 | 4.7% |
| Q2 2021 | 2,771 | $147.0B | 2,239,084,902 | 161 | 985 | 1,030 | 4.1% |
| Q1 2021 | 2,717 | $131.0B | 2,227,414,938 | 237 | 971 | 1,061 | 5.2% |
| Q4 2020 | 2,570 | $98.0B | 2,207,621,107 | 171 | 589 | 1,289 | 6.9% |
| Q3 2020 | 2,307 | $78.7B | 2,174,578,154 | 68 | 652 | 1,229 | 5.2% |
| Q2 2020 | 2,478 | $102.9B | 2,209,648,584 | 141 | 826 | 1,142 | 4.1% |
| Q1 2020 | 2,459 | $89.4B | 2,269,976,239 | 95 | 939 | 1,159 | 3.6% |
| Q4 2019 | 2,749 | $173.3B | 2,426,543,922 | 70 | 737 | 1,271 | 2.2% |
| Q3 2019 | 2,532 | $170.9B | 2,366,809,404 | 61 | 851 | 1,076 | 2.2% |
| Q2 2019 | 2,547 | $186.6B | 2,363,326,903 | 62 | 839 | 1,090 | 2.8% |
| Q1 2019 | 2,585 | $195.0B | 2,366,073,186 | 76 | 926 | 1,047 | 2.0% |
| Q4 2018 | 2,580 | $166.4B | 2,394,025,674 | 15 | 32 | 48 | 1.9% |