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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1+ 0.01% |
$106 - $125
|
15.8K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
29+ 0.86% |
$3.06K - $3.64K
|
3.41K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-28- 0.9% |
$2.95K - $3.51K
|
3.08K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-388- 0.77% |
$40.9K - $48.6K
|
50.3K
$5.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
438+ 1.24% |
$46.2K - $54.9K
|
35.7K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.1K- 2.98% |
$221K - $263K
|
68.3K
$7.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
913+ 0.82% |
$96.3K - $114K
|
113K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
101+ 1.71% |
$10.7K - $12.7K
|
6.02K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.31K- 25.03% |
$454K - $540K
|
12.9K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
23.2K+ 17.61% |
$2.44M - $2.9M
|
155K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
616+ 21.67% |
$65K - $77.2K
|
3.46K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.74K- 14.33% |
$395K - $469K
|
22.4K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.27K- 2.66% |
$450K - $535K
|
156K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-175- 2.34% |
$18.5K - $21.9K
|
7.31K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-83.2K- 1.61% |
$8.78M - $10.4M
|
5.08M
$543M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
92+ 1.28% |
$9.71K - $11.5K
|
7.28K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.15K- 2.26% |
$121K - $144K
|
49.7K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
53+ 0.53% |
$5.59K - $6.64K
|
10.1K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-339- 0.79% |
$35.8K - $42.5K
|
42.5K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 1.7% |
$191K - $227K
|
108K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-16.1K- 30.99% |
$1.7M - $2.02M
|
35.9K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.71K+ 5.27% |
$180K - $214K
|
34.1K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.36KNew |
$143K - $171K
|
1.36K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98KNew |
$420K - $498K
|
3.98K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
337New |
$35.6K - $42.2K
|
337
$36K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-196- 1.78% |
$20.7K - $24.6K
|
10.8K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
484+ 0.81% |
$51.1K - $60.7K
|
60.3K
$6.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
130+ 0.96% |
$13.7K - $16.3K
|
13.7K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-67- 2.2% |
$7.07K - $8.4K
|
2.98K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-499- 10.59% |
$52.6K - $62.6K
|
4.21K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8.52K- 20.77% |
$899K - $1.07M
|
32.5K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.5K+ 13.33% |
$158K - $188K
|
12.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-52- 1.88% |
$5.49K - $6.52K
|
2.72K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 3.83% |
$329K - $391K
|
84.4K
$9.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-782- 3.23% |
$82.5K - $98K
|
23.4K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
29+ 0.82% |
$3.06K - $3.64K
|
3.57K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
232+ 2.99% |
$24.5K - $29.1K
|
8K
$854K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-24- 20.0% |
$2.53K - $3.01K
|
96
$10.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.32K+ 0.25% |
$456K - $542K
|
1.72M
$184M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-226- 2.37% |
$23.8K - $28.3K
|
9.31K
$994K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
625+ 1.71% |
$65.9K - $78.4K
|
37.1K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-323K- 96.69% |
$34M - $40.4M
|
11K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.29K+ 45.66% |
$136K - $162K
|
4.13K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
3.48KNew |
$367K - $436K
|
3.48K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.43K- 9.26% |
$256K - $304K
|
23.8K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.48K- 34.83% |
$261K - $310K
|
4.63K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.8K+ 50.24% |
$506K - $602K
|
14.4K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
48+ 0.26% |
$5.06K - $6.02K
|
18.8K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
392+ 6.2% |
$41.4K - $49.1K
|
6.71K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-14- 0.68% |
$1.48K - $1.76K
|
2.04K
$218K
|