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 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.7K+ 20.69% |
$812K - $916K
|
44.9K
$5.11M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
631+ 4.58% |
$66.5K - $75K
|
14.4K
$1.64M
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1K- 11.51% |
$105K - $119K
|
7.69K
$875K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.89KNew |
$304K - $343K
|
2.89K
$329K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-549- 22.93% |
$57.9K - $65.3K
|
1.85K
$210K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
4.05K+ 21.31% |
$427K - $482K
|
23.1K
$2.62M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.6K+ 586.87% |
$3.96M - $4.47M
|
44K
$5M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-15.5K- 36.8% |
$1.64M - $1.85M
|
26.7K
$3.04M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.28KNew |
$346K - $390K
|
3.28K
$373K
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-2.37K- 18.59% |
$250K - $282K
|
10.4K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.19% |
$105 - $119
|
85
$9.67K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
247New |
$26K - $29.4K
|
247
$28.1K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
253+ 6.7% |
$26.7K - $30.1K
|
4.03K
$459K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
51.7K+ 12.3% |
$5.45M - $6.15M
|
472K
$53.7M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-100- 2.98% |
$10.5K - $11.9K
|
3.26K
$370K
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.38K+ 4.98% |
$145K - $164K
|
29K
$3.3M
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.21K+ 38.43% |
$128K - $144K
|
4.36K
$496K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
462+ 4.41% |
$48.7K - $54.9K
|
10.9K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-18- 0.04% |
$1.9K - $2.14K
|
44.6K
$5.08M
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
602+ 20.57% |
$63.5K - $71.6K
|
3.53K
$401K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
195+ 3.87% |
$20.6K - $23.2K
|
5.23K
$595K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.62K+ 6.37% |
$276K - $311K
|
43.7K
$4.97M
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
96+ 1.43% |
$10.1K - $11.4K
|
6.81K
$775K
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.89K+ 0.27% |
$199K - $225K
|
699K
$79.5M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.16K+ 31.61% |
$649K - $732K
|
25.6K
$2.92M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16.8K- 3.17% |
$1.77M - $2M
|
513K
$58.3M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
419+ 3.21% |
$44.2K - $49.8K
|
13.5K
$1.53M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
49+ 0.85% |
$5.17K - $5.83K
|
5.84K
$665K
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
310+ 4.49% |
$32.7K - $36.9K
|
7.22K
$821K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-165- 1.5% |
$17.4K - $19.6K
|
10.8K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10K- 23.44% |
$1.05M - $1.19M
|
32.7K
$3.72M
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 0.24% |
$10.5K - $11.9K
|
41.7K
$4.74M
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-500- 6.64% |
$52.7K - $59.5K
|
7.03K
$800K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
236K+ 5.87% |
$24.9M - $28M
|
4.25M
$484M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-387- 1.99% |
$40.8K - $46K
|
19.1K
$2.17M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
170+ 4.57% |
$17.9K - $20.2K
|
3.89K
$443K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 2.33% |
$738 - $833
|
294
$33.5K
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.59K- 19.89% |
$168K - $189K
|
6.42K
$730K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
668+ 5.27% |
$70.4K - $79.4K
|
13.3K
$1.52M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$182K - $206K
|
1.73K
$197K
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
411+ 0.64% |
$43.3K - $48.9K
|
64.2K
$7.31M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.17K+ 4.58% |
$123K - $139K
|
26.7K
$3.03M
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-1.52K- 0.79% |
$160K - $180K
|
190K
$21.6M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.01K+ 12.9% |
$634K - $715K
|
52.6K
$5.99M
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-30- 0.93% |
$3.16K - $3.57K
|
3.18K
$362K
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$185K - $209K
|
1.76K
$200K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 36.97% |
$186K - $210K
|
3.01K
$342K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-155- 2.45% |
$16.3K - $18.4K
|
6.16K
$701K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-5.17K- 1.65% |
$545K - $615K
|
308K
$35.1M
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-466- 4.79% |
$49.1K - $55.4K
|
9.27K
$1.05M
|