Institutional Owners for XOM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ENZI WEALTH | COM | 701 | $17,048,536 | 142,451 | 0.01 | 0.01 | -9 | -0.01 | 03-31-2024 |
| INVERNESS COUNSEL LLC /NY/ | COM | 702 | $12,435,000 | 142,427 | 0.69 | 0.49 | 8,745 | 6.54 | 09-30-2022 |
| AVIDIAN WEALTH SOLUTIONS LLC | COM | 703 | $16,435,262 | 141,391 | 0.00 | 0.00 | -913 | -0.64 | 03-31-2024 |
| CHEVIOT VALUE MANAGEMENT LLC | COM | 704 | $15,718,293 | 141,070 | 0.00 | 3.38 | -518 | -0.37 | 12-31-2022 |
