Latest Institutional Transactions on Exxon Mobil Corp (XOM)
This table provides information on the latest institutional transactions involving Exxon Mobil Corp (XOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-271- 1.89% |
$27.1K - $32.3K
|
14.1K
$1.58M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-594- 10.03% |
$59.4K - $70.7K
|
5.33K
$598K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.06% |
$14.4K - $17.1K
|
13.8K
$1.55M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
504+ 22.95% |
$50.4K - $60K
|
2.7K
$303K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107+ 2.25% |
$10.7K - $12.7K
|
4.86K
$545K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.14K- 18.91% |
$514K - $612K
|
22K
$2.47M
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
34+ 0.3% |
$3.4K - $4.05K
|
11.5K
$1.29M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.05K+ 0.82% |
$204K - $244K
|
250K
$28.1M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-765- 15.97% |
$76.4K - $91.1K
|
4.03K
$452K
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-1.05K- 9.13% |
$105K - $125K
|
10.5K
$1.17M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-8.86K- 11.41% |
$885K - $1.05M
|
68.8K
$7.72M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-412- 8.99% |
$41.2K - $49K
|
4.17K
$468K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.98K+ 9.54% |
$398K - $474K
|
45.7K
$5.13M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7.25K- 0.67% |
$724K - $863K
|
1.08M
$121M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
12+ 0.08% |
$1.2K - $1.43K
|
14.5K
$1.63M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
755+ 16.73% |
$75.4K - $89.9K
|
5.27K
$591K
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
40+ 0.2% |
$4K - $4.76K
|
19.8K
$2.22M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-30.1K- 40.15% |
$3.01M - $3.58M
|
44.8K
$5.03M
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.38K- 13.11% |
$537K - $640K
|
35.6K
$4M
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-560- 6.98% |
$56K - $66.7K
|
7.46K
$837K
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-533- 1.91% |
$53.3K - $63.4K
|
27.4K
$3.07M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-12- 0.16% |
$1.2K - $1.43K
|
7.39K
$830K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.67K- 32.39% |
$166K - $198K
|
3.48K
$390K
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-836- 7.81% |
$83.5K - $99.5K
|
9.87K
$1.11M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
8.91K+ 9.29% |
$890K - $1.06M
|
105K
$11.8M
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-266- 0.32% |
$26.6K - $31.7K
|
83.9K
$9.41M
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
328KNew |
$32.8M - $39.1M
|
328K
$36.8M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.65K+ 27.1% |
$264K - $315K
|
12.4K
$1.39M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-676- 4.89% |
$67.6K - $80.5K
|
13.2K
$1.48M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19+ 0.96% |
$1.9K - $2.26K
|
2K
$225K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
636+ 19.58% |
$63.6K - $75.7K
|
3.89K
$436K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-16.1K- 7.46% |
$1.61M - $1.92M
|
200K
$22.5M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
123+ 2.03% |
$12.3K - $14.6K
|
6.2K
$695K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.55K- 3.67% |
$155K - $185K
|
40.7K
$4.56M
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-7.45K- 34.3% |
$745K - $887K
|
14.3K
$1.6M
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2K- 11.07% |
$200K - $238K
|
16.1K
$1.8M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-8.85K- 3.58% |
$884K - $1.05M
|
238K
$26.7M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
66+ 0.16% |
$6.6K - $7.86K
|
42.5K
$4.77M
|
|
Q1 2025 | |||||||
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-477K- 48.57% |
$50.3M - $56.7M
|
505K
$56.7M
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
155+ 2.81% |
$16.3K - $18.4K
|
5.67K
$636K
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
89+ 2.26% |
$9.38K - $10.6K
|
4.03K
$452K
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.69KNew |
$179K - $201K
|
1.69K
$190K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-776- 0.32% |
$81.8K - $92.3K
|
240K
$27M
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
81+ 3.33% |
$8.54K - $9.63K
|
2.52K
$282K
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
169+ 1.11% |
$17.8K - $20.1K
|
15.4K
$1.73M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-291- 1.7% |
$30.7K - $34.6K
|
16.9K
$1.89M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
110+ 24.5% |
$11.6K - $13.1K
|
559
$62.7K
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
59+ 0.6% |
$6.22K - $7.02K
|
9.85K
$1.1M
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
83+ 24.41% |
$8.75K - $9.87K
|
423
$47.5K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.13KNew |
$119K - $135K
|
1.13K
$127K
|