XOM Exxon Mobil Corporation
Exxon Mobil Corporation (XOM) Institutional Ownership
What the institutions did with XOM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DOLIVER ADVISORS, LP | 1.0M | 41.7% |
| ARGENT CAPITAL MANAGEMENT LLC | 519.5K | 20.7% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 231.7K | 9.2% |
| NEVILLE RODIE & SHAW INC | 217.2K | 8.6% |
| MassMutual Private Wealth & Trust, FSB | 156.1K | 6.2% |
| Versant Capital Management, Inc | 57.1K | 2.3% |
| Violich Capital Management, Inc. | 52.9K | 2.1% |
| Boltwood Capital Management | 25.7K | 1.0% |
| LBJ Family Wealth Advisors, Ltd. | 21.8K | 0.9% |
| Adelphi Trust Co | 17.7K | 0.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 17.2K | 0.7% |
| Rosenberg Matthew Hamilton | 13.5K | 0.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 13.4K | 0.5% |
| Parrish Capital LLC | 12.6K | 0.5% |
| General Partner, Inc. | 12.6K | 0.5% |
| CACTI ASSET MANAGEMENT LLC | 10.0K | 0.4% |
| Olistico Wealth, LLC | 9.5K | 0.4% |
| Heartwood Wealth Advisors LLC | 8.6K | 0.3% |
| ACIMA PRIVATE WEALTH, LLC | 7.4K | 0.3% |
| Miller Global Investments, LLC | 6.8K | 0.3% |
| Ballew Advisors, Inc | 5.9K | 0.2% |
| PRIVATE CLIENT SERVICES, LLC | 5.5K | 0.2% |
| Planning Strategies Inc. | 5.3K | 0.2% |
| CapWealth Advisors, LLC | 5.2K | 0.2% |
| Ridgewood Investments LLC | 4.5K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EASTERN BANK | Sold Out | 718.2K | 0 | -718.2K |
| ROCKLAND TRUST CO | Sold Out | 292.2K | 0 | -292.2K |
| PARK NATIONAL CORP /OH/ | Sold Out | 174.8K | 0 | -174.8K |
| TOMPKINS FINANCIAL CORP | Sold Out | 155.5K | 0 | -155.5K |
| CX Institutional | Sold Out | 66.2K | 0 | -66.2K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Sold Out | 62.8K | 0 | -62.8K |
| Central Pacific Bank - Trust Division | Sold Out | 41.5K | 0 | -41.5K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | Sold Out | 40.0K | 0 | -40.0K |
| Montecito Bank & Trust | Sold Out | 27.1K | 0 | -27.1K |
| Coastline Trust Co | Sold Out | 18.9K | 0 | -18.9K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 537.9K | 519.5K | -18.4K |
| Stonebridge Financial Group, LLC | Sold Out | 17.8K | 0 | -17.8K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 168.0K | 156.1K | -11.9K |
| Hickory Point Bank & Trust | Sold Out | 11.8K | 0 | -11.8K |
| DOLIVER ADVISORS, LP | Reduced | 1.1M | 1.0M | -5.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 9.8K | 13.4K | +3.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 228.3K | 231.7K | +3.4K |
| Ballew Advisors, Inc | Reduced | 7.9K | 5.9K | -2.0K |
| Silverleafe Capital Partners, LLC | New | 0 | 1.4K | +1.4K |
| CapWealth Advisors, LLC | Increased | 3.9K | 5.2K | +1.4K |
| NEVILLE RODIE & SHAW INC | Reduced | 218.4K | 217.2K | -1.3K |
| PRIVATE CLIENT SERVICES, LLC | Increased | 4.4K | 5.5K | +1.2K |
| Parrish Capital LLC | Reduced | 13.2K | 12.6K | -622 |
| Global Wealth Strategies & Associates | Increased | 1.7K | 2.3K | +607 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 2.0K | 2.5K | +540 |
| Ridgewood Investments LLC | Reduced | 5.0K | 4.5K | -525 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 17.7K | 17.2K | -477 |
| Violich Capital Management, Inc. | Increased | 52.4K | 52.9K | +475 |
| Miller Global Investments, LLC | Increased | 6.3K | 6.8K | +454 |
| Versant Capital Management, Inc | Increased | 56.7K | 57.1K | +428 |
| Beacon Wealthcare LLC | Increased | 2.1K | 2.4K | +304 |
| Adelphi Trust Co | Increased | 17.5K | 17.7K | +204 |
| First Citizens Financial Corp | Increased | 4.3K | 4.5K | +152 |
| Heartwood Wealth Advisors LLC | Increased | 8.5K | 8.6K | +138 |
| Boltwood Capital Management | Increased | 25.6K | 25.7K | +105 |
| GoalVest Advisory LLC | Reduced | 2.7K | 2.6K | -61 |
| Box Hill Private Wealth LLC | Reduced | 2.7K | 2.7K | -53 |
| Rosenberg Matthew Hamilton | Increased | 13.5K | 13.5K | +28 |
| Olistico Wealth, LLC | Reduced | 9.5K | 9.5K | -24 |
| Planning Strategies Inc. | Increased | 5.3K | 5.3K | +15 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 2.5K | 2.4K | -12 |
| Gladwyn Financial Advisors, Inc. | Increased | 2.1K | 2.1K | +4 |
| Noble Wealth Management PBC | Increased | 207 | 209 | +2 |
| Roxbury Financial LLC | Reduced | 768 | 767 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.