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
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
557+ 0.46% |
$58.7K - $66.2K
|
122K
$13.6M
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-332K- 11.96% |
$35M - $39.5M
|
2.44M
$272M
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
565+ 4.35% |
$59.6K - $67.2K
|
13.5K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.15K+ 23.91% |
$332K - $375K
|
16.3K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
773+ 14.66% |
$81.5K - $91.9K
|
6.05K
$672K
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
706+ 17.75% |
$74.4K - $84K
|
4.68K
$520K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
35+ 0.52% |
$3.69K - $4.16K
|
6.74K
$748K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
556+ 500.9% |
$58.6K - $66.1K
|
667
$74.1K
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-765- 0.89% |
$80.7K - $91K
|
85.5K
$9.5M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
18.8K+ 23.95% |
$1.98M - $2.23M
|
97.1K
$10.8M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.96K- 63.52% |
$312K - $352K
|
1.7K
$189K
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
576+ 11.94% |
$60.7K - $68.5K
|
5.4K
$600K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-327- 1.35% |
$34.5K - $38.9K
|
23.8K
$2.65M
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
1.35K+ 3.16% |
$142K - $160K
|
44K
$4.89M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-558- 1.18% |
$58.8K - $66.4K
|
46.7K
$5.19M
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
223+ 10.1% |
$23.5K - $26.5K
|
2.43K
$270K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
399+ 1.34% |
$42.1K - $47.5K
|
30.2K
$3.36M
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-109- 0.86% |
$11.5K - $13K
|
12.6K
$1.4M
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
26+ 0.36% |
$2.74K - $3.09K
|
7.3K
$811K
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
46.2K+ 6.83% |
$4.87M - $5.49M
|
722K
$80.2M
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-200- 4.13% |
$21.1K - $23.8K
|
4.64K
$515K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-352- 4.14% |
$37.1K - $41.9K
|
8.15K
$905K
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
509+ 0.69% |
$53.7K - $60.5K
|
74.8K
$8.31M
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3- 0.04% |
$316 - $357
|
8.22K
$913K
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
334+ 0.81% |
$35.2K - $39.7K
|
41.4K
$4.6M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
25+ 6.02% |
$2.64K - $2.97K
|
440
$48.9K
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-15.3K- 6.21% |
$1.61M - $1.82M
|
231K
$25.7M
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.89% |
$316 - $357
|
340
$37.8K
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
15+ 0.28% |
$1.58K - $1.78K
|
5.37K
$597K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
67.8K+ 42.57% |
$7.15M - $8.07M
|
227K
$25.2M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.02K- 36.16% |
$845K - $954K
|
14.2K
$1.57M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
95+ 4.82% |
$10K - $11.3K
|
2.07K
$230K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-36.7K- 0.86% |
$3.87M - $4.37M
|
4.24M
$471M
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.81K- 2.79% |
$296K - $334K
|
98.1K
$10.9M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-107- 0.28% |
$11.3K - $12.7K
|
38K
$4.22M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
337+ 6.91% |
$35.5K - $40.1K
|
5.21K
$579K
|
|
May 07, 2025
Q1 2025
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-548- 9.39% |
$57.8K - $65.2K
|
5.29K
$588K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-700- 3.45% |
$73.8K - $83.3K
|
19.6K
$2.18M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-51- 0.24% |
$5.38K - $6.07K
|
21.6K
$2.4M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
44.8K+ 2.06% |
$4.73M - $5.33M
|
2.22M
$247M
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.33K+ 15.51% |
$246K - $277K
|
17.4K
$1.93M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.88K+ 45.19% |
$831K - $937K
|
25.3K
$2.81M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.36K- 6.4% |
$143K - $162K
|
19.9K
$2.21M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33+ 0.05% |
$3.48K - $3.92K
|
63.6K
$7.07M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-11- 0.04% |
$1.16K - $1.31K
|
29.1K
$3.24M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1+ 0.85% |
$105 - $119
|
119
$13.2K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.71K+ 1.11% |
$180K - $203K
|
156K
$17.4M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.34K- 15.57% |
$669K - $754K
|
34.4K
$3.82M
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
611+ 5.94% |
$64.4K - $72.7K
|
10.9K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
29+ 1.52% |
$3.06K - $3.45K
|
1.93K
$215K
|