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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-337- 10.75% |
$34K - $40.5K
|
2.8K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$361K - $430K
|
3.57K
$407K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.9KNew |
$394K - $469K
|
3.9K
$444K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16K+ 4.02% |
$521K - $620K
|
134K
$15.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-91- 3.03% |
$9.18K - $10.9K
|
2.91K
$331K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-20- 0.56% |
$2.02K - $2.4K
|
3.56K
$405K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-240- 32.09% |
$24.2K - $28.8K
|
508
$57.8K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-147K- 65.76% |
$15M - $17.3M
|
76.3K
$8.69M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.87K- 20.72% |
$191K - $221K
|
7.15K
$814K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 42.4% |
$1.07M - $1.24M
|
14.2K
$1.62M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$129K - $149K
|
1.26K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.03% |
$204 - $237
|
5.97K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
15.4KNew |
$1.57M - $1.82M
|
15.4K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-149- 7.19% |
$15.2K - $17.6K
|
1.92K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-141- 1.5% |
$14.4K - $16.7K
|
9.26K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
4.61KNew |
$471K - $546K
|
4.61K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.25K- 14.5% |
$128K - $148K
|
7.36K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
133KNew |
$13.6M - $15.8M
|
133K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.3KNew |
$337K - $390K
|
3.3K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-40- 16.19% |
$4.09K - $4.73K
|
207
$23.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-5.6K- 2.02% |
$572K - $663K
|
272K
$30.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
550KNew |
$56.2M - $65.1M
|
550K
$62.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.71KNew |
$276K - $320K
|
2.71K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
420+ 13.28% |
$42.9K - $49.7K
|
3.58K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
2.22KNew |
$227K - $263K
|
2.22K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2KNew |
$204K - $237K
|
2K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-45.4K- 20.57% |
$4.64M - $5.37M
|
175K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
300New |
$30.7K - $35.5K
|
300
$34.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$255K - $296K
|
2.5K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
2.51K+ 17.88% |
$257K - $297K
|
16.6K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.8K+ 7.21% |
$286K - $331K
|
41.6K
$4.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-16.4K- 1.03% |
$1.67M - $1.93M
|
1.58M
$179M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
7.61KNew |
$778K - $901K
|
7.61K
$866K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-24- 0.14% |
$2.45K - $2.84K
|
16.8K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
602+ 1.49% |
$61.5K - $71.2K
|
40.9K
$4.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-774- 0.55% |
$79.1K - $91.6K
|
139K
$15.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-33- 0.84% |
$3.37K - $3.91K
|
3.91K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-506- 11.06% |
$51.7K - $59.9K
|
4.07K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-28K- 92.28% |
$2.86M - $3.32M
|
2.34K
$267K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
400New |
$40.9K - $47.3K
|
400
$45.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
746+ 6.13% |
$76.2K - $88.3K
|
12.9K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-454- 18.07% |
$46.4K - $53.7K
|
2.06K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.3K- 32.5% |
$133K - $154K
|
2.7K
$307K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.33K+ 25.75% |
$238K - $276K
|
11.4K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.98KNew |
$202K - $234K
|
1.98K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.06K+ 23.27% |
$109K - $126K
|
5.63K
$640K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.86K- 28.38% |
$190K - $220K
|
4.68K
$533K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
16.5KNew |
$1.69M - $1.95M
|
16.5K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.56K+ 42.41% |
$670K - $776K
|
22K
$2.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
84.3K+ 131.98% |
$8.61M - $9.98M
|
148K
$16.9M
|
|