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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.71K+ 7.87% |
$497K - $590K
|
64.5K
$6.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.19K+ 6.7% |
$231K - $275K
|
34.9K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-28- 0.12% |
$2.95K - $3.51K
|
23.8K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
295+ 5.1% |
$31.1K - $37K
|
6.08K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-51.7K- 95.01% |
$5.46M - $6.49M
|
2.72K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-256- 1.93% |
$27K - $32.1K
|
13K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.68K+ 3.42% |
$283K - $336K
|
81K
$8.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.87KNew |
$198K - $235K
|
1.87K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
232+ 9.12% |
$24.5K - $29.1K
|
2.78K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
21+ 0.28% |
$2.22K - $2.63K
|
7.46K
$806K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-66- 0.36% |
$6.96K - $8.27K
|
18.3K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.91K+ 57.46% |
$412K - $490K
|
10.7K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
243KNew |
$25.6M - $30.5M
|
243K
$26.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.44K- 10.55% |
$258K - $306K
|
20.7K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
339+ 1.13% |
$35.8K - $42.5K
|
30.3K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
150+ 0.37% |
$15.8K - $18.8K
|
41.1K
$4.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.62K- 1.72% |
$171K - $204K
|
92.8K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.23K+ 17.89% |
$552K - $655K
|
34.4K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 38.1% |
$237K - $282K
|
3.65K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-126- 5.1% |
$13.3K - $15.8K
|
2.35K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-157- 2.22% |
$16.6K - $19.7K
|
6.91K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.93K+ 4.8% |
$204K - $242K
|
42.2K
$4.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-191- 0.41% |
$20.2K - $23.9K
|
46.3K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
116+ 2.86% |
$12.2K - $14.5K
|
4.18K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.92KNew |
$414K - $492K
|
3.92K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-90- 4.33% |
$9.5K - $11.3K
|
1.99K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
945+ 2.63% |
$99.7K - $118K
|
36.8K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6- 0.29% |
$633 - $752
|
2.1K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-83- 3.6% |
$8.76K - $10.4K
|
2.23K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-5.2K- 5.83% |
$549K - $652K
|
84.1K
$9.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
3.17K+ 1.12% |
$334K - $397K
|
285K
$30.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-599- 12.6% |
$63.2K - $75.1K
|
4.16K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.25K+ 1.74% |
$343K - $408K
|
190K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-825- 3.91% |
$87K - $103K
|
20.3K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.16% |
$422 - $501
|
2.58K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.73K- 8.09% |
$183K - $217K
|
19.7K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-28K- 35.2% |
$2.96M - $3.51M
|
51.6K
$5.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-81- 3.74% |
$8.55K - $10.2K
|
2.08K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-15- 0.15% |
$1.58K - $1.88K
|
10.3K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
200+ 25.74% |
$21.1K - $25.1K
|
977
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-216- 0.61% |
$22.8K - $27.1K
|
35.1K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 3.84% |
$1.78M - $2.12M
|
456K
$49.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-4.35K- 30.57% |
$459K - $545K
|
9.87K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
300+ 6.05% |
$31.7K - $37.6K
|
5.26K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
6.6KNew |
$697K - $828K
|
6.6K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.04K+ 3.22% |
$321K - $381K
|
97.5K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-454- 0.36% |
$47.9K - $56.9K
|
127K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-322- 1.08% |
$34K - $40.4K
|
29.5K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-811- 0.75% |
$85.6K - $102K
|
108K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-55- 1.27% |
$5.8K - $6.9K
|
4.28K
$463K
|