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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.3K+ 48.89% |
$770K - $868K
|
22.2K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-828- 8.17% |
$87.3K - $98.5K
|
9.31K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.83K- 37.06% |
$404K - $455K
|
6.5K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-644- 99.38% |
$67.9K - $76.6K
|
4
$449
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1+ 0.01% |
$105 - $119
|
12.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.38M+ 68.34% |
$146M - $164M
|
3.41M
$382M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17.9K+ 26.56% |
$1.88M - $2.12M
|
85.1K
$9.55M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
550KNew |
$58M - $65.4M
|
550K
$61.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.58K+ 76.38% |
$167K - $188K
|
3.65K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-304- 0.25% |
$32.1K - $36.2K
|
124K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.07K+ 1.29% |
$113K - $127K
|
84.2K
$9.45M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
51+ 0.16% |
$5.38K - $6.07K
|
31K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
5.83KNew |
$614K - $693K
|
5.83K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-6.34K- 0.34% |
$668K - $754K
|
1.84M
$206M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-4.27K- 2.03% |
$450K - $508K
|
206K
$23.1M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.8KNew |
$190K - $214K
|
1.8K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
22.3K+ 3.21% |
$2.35M - $2.65M
|
716K
$80.4M
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.8K- 49.54% |
$295K - $333K
|
2.85K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.62K+ 8.69% |
$277K - $312K
|
32.8K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38K+ 37.26% |
$4.01M - $4.52M
|
140K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.74KNew |
$183K - $206K
|
1.74K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.8K- 34.49% |
$3.04M - $3.43M
|
54.8K
$6.14M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-75.4K- 18.43% |
$7.95M - $8.97M
|
334K
$37.5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
80.3K+ 93.03% |
$8.46M - $9.55M
|
167K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
28.7K+ 11.97% |
$3.03M - $3.41M
|
269K
$30.1M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-196- 0.73% |
$20.7K - $23.3K
|
26.8K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-5.1K- 11.07% |
$538K - $606K
|
40.9K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.49K- 2.15% |
$157K - $177K
|
67.8K
$7.61M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
36+ 0.14% |
$3.8K - $4.28K
|
26.3K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
50+ 1.39% |
$5.27K - $5.95K
|
3.66K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.32K+ 1.78% |
$244K - $275K
|
132K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
8.65K+ 0.37% |
$912K - $1.03M
|
2.35M
$264M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14+ 0.22% |
$1.48K - $1.67K
|
6.5K
$729K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-21.4K- 41.9% |
$2.26M - $2.55M
|
29.7K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
66+ 3.29% |
$6.96K - $7.85K
|
2.07K
$233K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.35K+ 4.53% |
$248K - $280K
|
54.3K
$6.1M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
25+ 0.78% |
$2.64K - $2.97K
|
3.25K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
257+ 4.22% |
$27.1K - $30.6K
|
6.35K
$712K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-140K- 51.93% |
$14.8M - $16.7M
|
130K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
372+ 0.61% |
$39.2K - $44.2K
|
61.8K
$6.93M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.48K- 1.27% |
$789K - $890K
|
583K
$65.4M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
917+ 7.09% |
$96.7K - $109K
|
13.9K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-293- 0.81% |
$30.9K - $34.8K
|
35.8K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-143- 4.51% |
$15.1K - $17K
|
3.03K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.32KNew |
$139K - $156K
|
1.32K
$148K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.34K- 7.37% |
$247K - $279K
|
29.5K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
394+ 2.58% |
$41.5K - $46.9K
|
15.6K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
350+ 2.69% |
$36.9K - $41.6K
|
13.4K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
3+ 0.05% |
$316 - $357
|
5.71K
$641K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
665+ 4.93% |
$70.1K - $79.1K
|
14.2K
$1.59M
|