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 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-10- 0.08% |
$1.05K - $1.19K
|
12.2K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.45K- 1.41% |
$575K - $648K
|
382K
$42.8M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.07K- 1.37% |
$113K - $127K
|
77K
$8.64M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$316 - $357
|
7.71K
$865K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-792- 1.07% |
$83.5K - $94.2K
|
73.4K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
779+ 2.98% |
$82.1K - $92.6K
|
27K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-713- 2.55% |
$75.2K - $84.8K
|
27.2K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-13.6K- 41.4% |
$1.44M - $1.62M
|
19.3K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.56% |
$112K - $126K
|
42.5K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.52K- 10.7% |
$582K - $656K
|
46K
$5.16M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-525- 21.16% |
$55.4K - $62.4K
|
1.96K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.22K- 25.06% |
$128K - $144K
|
3.63K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7.97K+ 39.99% |
$840K - $948K
|
27.9K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
784K+ 28.4% |
$82.6M - $93.2M
|
3.54M
$398M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
618+ 17.42% |
$65.2K - $73.5K
|
4.17K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.05% |
$211 - $238
|
3.92K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.55K+ 4.49% |
$163K - $184K
|
36K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
3.23K+ 100.03% |
$340K - $384K
|
6.45K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.04K- 10.12% |
$743K - $838K
|
62.5K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-551- 3.35% |
$58.1K - $65.5K
|
15.9K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.58K+ 7.05% |
$799K - $901K
|
115K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$1.33M - $1.5M
|
12.6K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$105 - $119
|
3.28K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.03K+ 56.91% |
$319K - $360K
|
8.34K
$936K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.02K+ 1.77% |
$108K - $122K
|
58.9K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
23.6K+ 5.6% |
$2.49M - $2.81M
|
445K
$50M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-357- 1.51% |
$37.6K - $42.5K
|
23.3K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-282- 1.23% |
$29.7K - $33.5K
|
22.6K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
313+ 4.21% |
$33K - $37.2K
|
7.75K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
149+ 1.88% |
$15.7K - $17.7K
|
8.06K
$904K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-944- 28.18% |
$99.5K - $112K
|
2.41K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-583- 0.49% |
$61.5K - $69.3K
|
118K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11+ 0.29% |
$1.16K - $1.31K
|
3.79K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
519+ 3.02% |
$54.7K - $61.7K
|
17.7K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-275- 1.47% |
$29K - $32.7K
|
18.4K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 57.28% |
$1.57M - $1.77M
|
11.1K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
18+ 0.55% |
$1.9K - $2.14K
|
3.26K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-74- 2.52% |
$7.8K - $8.8K
|
2.86K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-355- 4.98% |
$37.4K - $42.2K
|
6.77K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
21.7K+ 29.19% |
$2.28M - $2.58M
|
95.9K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
529+ 4.85% |
$55.8K - $62.9K
|
11.4K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-642- 2.06% |
$67.7K - $76.4K
|
30.5K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.71K+ 2.91% |
$180K - $203K
|
60.4K
$6.78M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-67.7K- 39.34% |
$7.13M - $8.05M
|
104K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-20K- 66.67% |
$2.11M - $2.38M
|
10K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-5.84K- 2.15% |
$616K - $694K
|
266K
$29.8M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.5K+ 19.15% |
$158K - $179K
|
9.34K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09K+ 3.47% |
$220K - $248K
|
62.3K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
889+ 0.83% |
$93.7K - $106K
|
107K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2.96K+ 9.16% |
$312K - $352K
|
35.3K
$3.96M
|