Filing Research | XOM - Exxon Mobil Corporation Institutional Holdings

Snapshot holdings

50 / 135 loaded

#		Instrument	quantity
1	ADAMS NATURAL RESOURCES FUND, INC.	Shares	1.3MSH	$184.1M
2	Bogart Wealth, LLC	Shares	1.2MSH	$164.5M
3	ARGENT CAPITAL MANAGEMENT LLC	Shares	537.9KSH	$73.5M
4	FOUNDATION RESOURCE MANAGEMENT INC	Shares	420.8KSH	$57.5M
5	Confluence Wealth Services, Inc.	Shares	294.1KSH	$40.2M
6	Clear Trail Advisors, LLC	Shares	235.8KSH	$32.2M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	228.3KSH	$31.2M
8	Fifth Third Wealth Advisors LLC	Shares	204.8KSH	$28.0M
9	ST GERMAIN D J CO INC	Shares	201.1KSH	$27.5M
10	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	197.2KSH	$27.0M
11	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	170.4KSH	$23.3M
12	Cyndeo Wealth Partners, LLC	Shares	153.0KSH	$20.9M
13	LEE DANNER & BASS INC	Shares	144.9KSH	$19.8M
14	Allied Investment Advisors, LLC	Shares	128.3KSH	$17.5M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	125.8KSH	$17.2M
16	SBI Securities Co., Ltd.	Shares	121.3KSH	$16.6M
17	LYNCH & ASSOCIATES/IN	Shares	119.5KSH	$16.3M
18	Valeo Financial Advisors, LLC	Shares	100.4KSH	$13.7M
19	Ipswich Investment Management Co., Inc.	Shares	89.9KSH	$12.3M
20	Allen Mooney & Barnes Investment Advisors LLC	Shares	85.5KSH	$11.7M
21	Nilsine Partners, LLC	Shares	83.5KSH	$11.4M
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	79.9KSH	$10.9M
23	ROWLANDMILLER & PARTNERS.ADV	Shares	79.2KSH	$10.8M
24	Franklin, Parlapiano, Turner & Welch, LLC	Shares	71.8KSH	$9.8M
25	Strategic Blueprint, LLC	Shares	52.5KSH	$7.2M
26	Violich Capital Management, Inc.	Shares	52.4KSH	$7.2M
27	AdvisorNet Financial, Inc	Shares	51.2KSH	$7.0M
28	Financial & Tax Architects, LLC	Shares	51.0KSH	$7.0M
29	VIKING FUND MANAGEMENT LLC	Shares	50.0KSH	$6.8M
30	Empire Life Investments Inc.	Shares	48.7KSH	$6.7M
31	Keystone Financial Planning, Inc.	Shares	48.0KSH	$6.6M
32	Deane Retirement Strategies, Inc.	Shares	48.0KSH	$6.6M
33	Atlas Brown,Inc.	Shares	42.3KSH	$5.8M
34	GREATMARK INVESTMENT PARTNERS, INC.	Shares	41.6KSH	$5.7M
35	Curbstone Financial Management Corp	Shares	41.2KSH	$5.6M
36	EverSource Wealth Advisors, LLC	Shares	40.3KSH	$5.5M
37	HARBOR INVESTMENT ADVISORY, LLC	Shares	39.6KSH	$5.4M
38	Fairvoy Private Wealth, LLC	Shares	38.9KSH	$5.3M
39	InvesTrust	Shares	36.8KSH	$5.0M
40	PRECEDENT WEALTH PARTNERS, LLC	Shares	35.2KSH	$4.8M
41	Premier Path Wealth Partners, LLC	Shares	34.6KSH	$4.7M
42	BURNS J W & CO INC/NY	Shares	34.6KSH	$4.7M
43	LRI Investments, LLC	Shares	32.6KSH	$4.5M
44	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	32.6KSH	$4.5M
45	Private Capital Advisors, Inc.	Shares	27.8KSH	$3.8M
46	AMARILLO NATIONAL BANK	Shares	26.9KSH	$3.7M
47	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	24.2KSH	$3.3M
48	Fortis Group Advisors, LLC	Shares	24.0KSH	$3.3M
49	Aventura Private Wealth, LLC	Shares	22.4KSH	$3.1M
50	PRESILIUM PRIVATE WEALTH, LLC	Shares	20.8KSH	$2.8M

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Manager changes2026-06-30 vs 2026-03-31

50 / 133 loaded

#		Instrument
1	ADAMS NATURAL RESOURCES FUND, INC. new	Shares	+1.3M	+$184.1M	$184.1M
2	Bogart Wealth, LLC new	Shares	+1.2M	+$164.5M	$164.5M
3	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+537.9K	+$73.5M	$73.5M
4	FOUNDATION RESOURCE MANAGEMENT INC new	Shares	+420.8K	+$57.5M	$57.5M
5	Confluence Wealth Services, Inc. new	Shares	+294.1K	+$40.2M	$40.2M
6	Clear Trail Advisors, LLC new	Shares	+235.8K	+$32.2M	$32.2M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+228.3K	+$31.2M	$31.2M
8	Fifth Third Wealth Advisors LLC new	Shares	+204.8K	+$28.0M	$28.0M
9	ST GERMAIN D J CO INC new	Shares	+201.1K	+$27.5M	$27.5M
10	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC new	Shares	+197.2K	+$27.0M	$27.0M
11	ROFFMAN MILLER ASSOCIATES INC /PA/ new	Shares	+170.4K	+$23.3M	$23.3M
12	Cyndeo Wealth Partners, LLC new	Shares	+153.0K	+$20.9M	$20.9M
13	LEE DANNER & BASS INC new	Shares	+144.9K	+$19.8M	$19.8M
14	Allied Investment Advisors, LLC new	Shares	+128.3K	+$17.5M	$17.5M
15	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+125.8K	+$17.2M	$17.2M
16	SBI Securities Co., Ltd. new	Shares	+121.3K	+$16.6M	$16.6M
17	LYNCH & ASSOCIATES/IN new	Shares	+119.5K	+$16.3M	$16.3M
18	Valeo Financial Advisors, LLC new	Shares	+100.4K	+$13.7M	$13.7M
19	Ipswich Investment Management Co., Inc. new	Shares	+89.9K	+$12.3M	$12.3M
20	Allen Mooney & Barnes Investment Advisors LLC new	Shares	+85.5K	+$11.7M	$11.7M
21	Nilsine Partners, LLC new	Shares	+83.5K	+$11.4M	$11.4M
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+79.9K	+$10.9M	$10.9M
23	ROWLANDMILLER & PARTNERS.ADV new	Shares	+79.2K	+$10.8M	$10.8M
24	Franklin, Parlapiano, Turner & Welch, LLC new	Shares	+71.8K	+$9.8M	$9.8M
25	Strategic Blueprint, LLC new	Shares	+52.5K	+$7.2M	$7.2M
26	Violich Capital Management, Inc. new	Shares	+52.4K	+$7.2M	$7.2M
27	AdvisorNet Financial, Inc new	Shares	+51.2K	+$7.0M	$7.0M
28	Financial & Tax Architects, LLC new	Shares	+51.0K	+$7.0M	$7.0M
29	VIKING FUND MANAGEMENT LLC new	Shares	+50.0K	+$6.8M	$6.8M
30	Empire Life Investments Inc. new	Shares	+48.7K	+$6.7M	$6.7M
31	Keystone Financial Planning, Inc. new	Shares	+48.0K	+$6.6M	$6.6M
32	Deane Retirement Strategies, Inc. new	Shares	+48.0K	+$6.6M	$6.6M
33	Atlas Brown,Inc. new	Shares	+42.3K	+$5.8M	$5.8M
34	GREATMARK INVESTMENT PARTNERS, INC. new	Shares	+41.6K	+$5.7M	$5.7M
35	Curbstone Financial Management Corp new	Shares	+41.2K	+$5.6M	$5.6M
36	EverSource Wealth Advisors, LLC new	Shares	+40.3K	+$5.5M	$5.5M
37	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+39.6K	+$5.4M	$5.4M
38	Fairvoy Private Wealth, LLC new	Shares	+38.9K	+$5.3M	$5.3M
39	InvesTrust new	Shares	+36.8K	+$5.0M	$5.0M
40	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+35.2K	+$4.8M	$4.8M
41	Premier Path Wealth Partners, LLC new	Shares	+34.6K	+$4.7M	$4.7M
42	BURNS J W & CO INC/NY new	Shares	+34.6K	+$4.7M	$4.7M
43	LRI Investments, LLC new	Shares	+32.6K	+$4.5M	$4.5M
44	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+32.6K	+$4.5M	$4.5M
45	Private Capital Advisors, Inc. new	Shares	+27.8K	+$3.8M	$3.8M
46	AMARILLO NATIONAL BANK new	Shares	+26.9K	+$3.7M	$3.7M
47	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI new	Shares	+24.2K	+$3.3M	$3.3M
48	Fortis Group Advisors, LLC new	Shares	+24.0K	+$3.3M	$3.3M
49	Aventura Private Wealth, LLC new	Shares	+22.4K	+$3.1M	$3.1M
50	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+20.8K	+$2.8M	$2.8M

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