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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.19K- 51.16% |
$125K - $141K
|
1.13K
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-24- 0.38% |
$2.53K - $2.85K
|
6.31K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
317+ 1.3% |
$33.4K - $37.7K
|
24.7K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-760- 1.08% |
$80.1K - $90.4K
|
69.4K
$7.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4.29K- 19.11% |
$452K - $510K
|
18.1K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-198- 0.14% |
$20.9K - $23.5K
|
138K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.46K- 6.61% |
$259K - $292K
|
34.7K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
215+ 3.02% |
$22.7K - $25.6K
|
7.33K
$834K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-6.49K- 6.87% |
$684K - $771K
|
88K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
119+ 3.47% |
$12.5K - $14.2K
|
3.55K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
61+ 5.27% |
$6.43K - $7.25K
|
1.22K
$139K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-136- 0.74% |
$14.3K - $16.2K
|
18.2K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
420+ 6.94% |
$44.3K - $50K
|
6.47K
$737K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
4.38K+ 3.14% |
$462K - $521K
|
144K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-387- 17.89% |
$40.8K - $46K
|
1.78K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
252+ 0.96% |
$26.6K - $30K
|
26.6K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
972+ 5.21% |
$102K - $116K
|
19.6K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-39- 0.4% |
$4.11K - $4.64K
|
9.6K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-573- 4.32% |
$60.4K - $68.1K
|
12.7K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4.2K- 72.15% |
$443K - $500K
|
1.62K
$185K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
28KNew |
$2.95M - $3.33M
|
28K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66- 0.15% |
$6.96K - $7.85K
|
44K
$5M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
308+ 1.04% |
$32.5K - $36.6K
|
30.1K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-893- 3.03% |
$94.2K - $106K
|
28.6K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.1K+ 5.52% |
$327K - $369K
|
59.3K
$6.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 1.52% |
$1.48K - $1.67K
|
910
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
41+ 0.4% |
$4.32K - $4.88K
|
10.2K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.88K- 4.04% |
$198K - $223K
|
44.6K
$5.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
15New |
$1.58K - $1.78K
|
15
$1.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
44+ 1.1% |
$4.64K - $5.23K
|
4.04K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
773New |
$81.5K - $91.9K
|
773
$88K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.49K+ 4.69% |
$263K - $296K
|
55.6K
$6.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
7.8K+ 52.85% |
$822K - $928K
|
22.6K
$2.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 0.89% |
$9.17K - $10.3K
|
9.64K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-310- 14.19% |
$32.7K - $36.9K
|
1.87K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-90- 0.94% |
$9.49K - $10.7K
|
9.45K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-750- 8.02% |
$79.1K - $89.2K
|
8.6K
$978K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-115- 0.12% |
$12.1K - $13.7K
|
93.9K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
185+ 1.78% |
$19.5K - $22K
|
10.6K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 0.18% |
$10.8K - $12.1K
|
57.4K
$6.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-995- 7.56% |
$105K - $118K
|
12.2K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-2.6K- 19.49% |
$274K - $309K
|
10.7K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.32KNew |
$244K - $276K
|
2.32K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.8K+ 18.11% |
$190K - $214K
|
11.8K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.52K- 2.3% |
$582K - $657K
|
235K
$26.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
24+ 1.13% |
$2.53K - $2.85K
|
2.15K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.04K- 21.5% |
$637K - $719K
|
22.1K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.65K+ 38.21% |
$174K - $196K
|
5.97K
$679K
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-61- 2.05% |
$6.43K - $7.25K
|
2.91K
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
141+ 3.63% |
$14.9K - $16.8K
|
4.03K
$458K
|