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 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-31- 0.42% |
$3.27K - $3.69K
|
7.42K
$825K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
121+ 3.24% |
$12.8K - $14.4K
|
3.86K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
49+ 0.93% |
$5.17K - $5.83K
|
5.3K
$588K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.71KNew |
$181K - $204K
|
1.71K
$190K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-76- 0.52% |
$8.01K - $9.04K
|
14.4K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-202- 3.11% |
$21.3K - $24K
|
6.28K
$698K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
167+ 18.19% |
$17.6K - $19.9K
|
1.09K
$121K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.2K- 17.06% |
$1.18M - $1.33M
|
54.4K
$6.04M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-933- 3.69% |
$98.4K - $111K
|
24.4K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
142+ 2.14% |
$15K - $16.9K
|
6.79K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.73K- 1.02% |
$182K - $205K
|
167K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-167K- 7.47% |
$17.6M - $19.9M
|
2.07M
$230M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29.4K- 1.74% |
$3.1M - $3.49M
|
1.66M
$184M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.33K+ 6.7% |
$141K - $159K
|
21.2K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.32K- 15.56% |
$350K - $395K
|
18K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.59KNew |
$589K - $664K
|
5.59K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
42+ 0.31% |
$4.43K - $5K
|
13.5K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-474- 5.44% |
$50K - $56.4K
|
8.24K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
88+ 0.42% |
$9.28K - $10.5K
|
21.2K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.24K+ 9.18% |
$237K - $267K
|
26.7K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
333+ 6.38% |
$35.1K - $39.6K
|
5.55K
$617K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-148- 2.4% |
$15.6K - $17.6K
|
6.02K
$669K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
445+ 2.97% |
$46.9K - $52.9K
|
15.4K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
74+ 2.69% |
$7.8K - $8.8K
|
2.82K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
792+ 4.34% |
$83.5K - $94.2K
|
19K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
11K+ 0.67% |
$1.16M - $1.31M
|
1.66M
$184M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-56- 0.54% |
$5.9K - $6.66K
|
10.3K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-723- 2.67% |
$76.2K - $86K
|
26.4K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-31- 0.11% |
$3.27K - $3.69K
|
28.2K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
23.9K+ 191.2% |
$2.52M - $2.84M
|
36.4K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-299- 4.2% |
$31.5K - $35.6K
|
6.82K
$758K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-2.44K- 6.9% |
$257K - $290K
|
32.9K
$3.65M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
709+ 4.19% |
$74.8K - $84.3K
|
17.6K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
529+ 1.0% |
$55.8K - $62.9K
|
53.4K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-157- 4.69% |
$16.6K - $18.7K
|
3.19K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-316- 0.62% |
$33.3K - $37.6K
|
50.9K
$5.66M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 0.41% |
$316 - $357
|
742
$82.4K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-61- 1.04% |
$6.43K - $7.25K
|
5.78K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
565+ 1.15% |
$59.6K - $67.2K
|
49.8K
$5.53M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.62K- 1.63% |
$276K - $312K
|
158K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.2KNew |
$865K - $975K
|
8.2K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-224- 1.87% |
$23.6K - $26.6K
|
11.8K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 0.95% |
$5.27K - $5.95K
|
5.31K
$590K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.53KNew |
$373K - $420K
|
3.53K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
555+ 5.62% |
$58.5K - $66K
|
10.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
866+ 1.97% |
$91.3K - $103K
|
44.9K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-5.99K- 52.53% |
$631K - $712K
|
5.41K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 16.41% |
$121K - $136K
|
5.84K
$649K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47.9K+ 85.16% |
$5.05M - $5.7M
|
104K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
93+ 2.85% |
$9.81K - $11.1K
|
3.36K
$373K
|