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
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-278- 0.61% |
$29.3K - $33.1K
|
45.6K
$5.18M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
595+ 19.91% |
$62.7K - $70.8K
|
3.58K
$408K
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
7.06K+ 4.78% |
$745K - $840K
|
155K
$17.6M
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
392+ 2.97% |
$41.3K - $46.6K
|
13.6K
$1.55M
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.09K- 7.97% |
$431K - $486K
|
47.2K
$5.37M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.65K- 4.43% |
$173K - $196K
|
35.5K
$4.04M
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.78K+ 5.7% |
$188K - $212K
|
33K
$3.76M
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
18.7K+ 20.21% |
$1.97M - $2.22M
|
111K
$12.7M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
744+ 7.13% |
$78.4K - $88.5K
|
11.2K
$1.27M
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
35+ 0.62% |
$3.69K - $4.16K
|
5.65K
$643K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.22K- 13.74% |
$234K - $264K
|
13.9K
$1.58M
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-454- 7.47% |
$47.9K - $54K
|
5.62K
$640K
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
531+ 21.48% |
$56K - $63.2K
|
3K
$342K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-140- 2.17% |
$14.8K - $16.7K
|
6.32K
$719K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
889+ 24.03% |
$93.7K - $106K
|
4.59K
$522K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
741+ 27.44% |
$78.1K - $88.1K
|
3.44K
$392K
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.43K+ 27.97% |
$150K - $170K
|
6.53K
$743K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-521- 1.23% |
$54.9K - $62K
|
42K
$4.77M
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.24K+ 28.79% |
$236K - $267K
|
10K
$1.14M
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.33K+ 19.57% |
$246K - $277K
|
14.2K
$1.62M
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-62- 2.15% |
$6.54K - $7.37K
|
2.82K
$321K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.14K- 1.9% |
$225K - $254K
|
110K
$12.6M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 0.39% |
$1.48K - $1.67K
|
3.62K
$411K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.6K+ 28.05% |
$169K - $190K
|
7.31K
$832K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.76K- 0.45% |
$185K - $209K
|
385K
$43.8M
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$235K - $265K
|
2.23K
$254K
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
52K+ 9.28% |
$5.48M - $6.18M
|
612K
$69.6M
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-429- 1.32% |
$45.2K - $51K
|
32.2K
$3.66M
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-904- 0.19% |
$95.3K - $108K
|
477K
$54.3M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
100+ 29.15% |
$10.5K - $11.9K
|
443
$50.4K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
565+ 0.6% |
$59.6K - $67.2K
|
94K
$10.7M
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
222+ 0.5% |
$23.4K - $26.4K
|
44.2K
$5.03M
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.5K- 3.9% |
$1.52M - $1.72M
|
356K
$40.6M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 22.9% |
$298K - $336K
|
15.2K
$1.73M
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
274+ 1.49% |
$28.9K - $32.6K
|
18.7K
$2.13M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
182+ 4.08% |
$19.2K - $21.6K
|
4.65K
$529K
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
62+ 0.17% |
$6.54K - $7.37K
|
37.5K
$4.27M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.52K- 3.25% |
$371K - $418K
|
105K
$11.9M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69K+ 12.47% |
$7.27M - $8.2M
|
622K
$70.8M
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-329- 0.94% |
$34.7K - $39.1K
|
34.8K
$3.96M
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13+ 0.83% |
$1.37K - $1.55K
|
1.58K
$180K
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
400+ 67.23% |
$42.2K - $47.6K
|
995
$113K
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
3.5K+ 100.0% |
$369K - $416K
|
7K
$797K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.32K- 6.06% |
$139K - $157K
|
20.4K
$2.32M
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.85KNew |
$301K - $339K
|
2.85K
$324K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-152- 13.09% |
$16K - $18.1K
|
1.01K
$115K
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-2K- 1.84% |
$211K - $238K
|
107K
$12.1M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.9K+ 12.23% |
$306K - $345K
|
26.6K
$3.03M
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
60+ 0.57% |
$6.33K - $7.14K
|
10.5K
$1.2M
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-494- 3.6% |
$52.1K - $58.8K
|
13.2K
$1.51M
|