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 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-594- 8.9% |
$62.6K - $70.6K
|
6.08K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
121+ 0.78% |
$12.8K - $14.4K
|
15.7K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
69+ 2.55% |
$7.28K - $8.21K
|
2.78K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-8.7K- 9.45% |
$917K - $1.03M
|
83.3K
$9.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.16K- 2.0% |
$228K - $257K
|
106K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-174- 7.82% |
$18.3K - $20.7K
|
2.05K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-144- 0.41% |
$15.2K - $17.1K
|
35K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$105 - $119
|
2.29K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-188- 4.07% |
$19.8K - $22.4K
|
4.43K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-334- 15.81% |
$35.2K - $39.7K
|
1.78K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
28+ 0.1% |
$2.95K - $3.33K
|
28.6K
$3.26M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-358- 1.93% |
$37.7K - $42.6K
|
18.2K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.89KNew |
$199K - $225K
|
1.89K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.38K+ 6.56% |
$145K - $164K
|
22.4K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.81K- 7.69% |
$190K - $215K
|
21.7K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.36K+ 1.31% |
$249K - $281K
|
183K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-2- 0.01% |
$211 - $238
|
25.4K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.18% |
$633 - $714
|
3.32K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
5.51K+ 6.97% |
$581K - $655K
|
84.5K
$9.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-8.84K- 39.02% |
$932K - $1.05M
|
13.8K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
64.6K+ 1463.9% |
$6.82M - $7.69M
|
69.1K
$7.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-441- 10.51% |
$46.5K - $52.4K
|
3.76K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-372- 2.26% |
$39.2K - $44.2K
|
16.1K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.21K- 12.68% |
$233K - $263K
|
15.2K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 10.72% |
$58K - $65.4K
|
4.58K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
684+ 7.23% |
$72.1K - $81.3K
|
10.1K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.02KNew |
$213K - $240K
|
2.02K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-139- 1.62% |
$14.7K - $16.5K
|
8.42K
$959K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.51K+ 1.73% |
$265K - $299K
|
148K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.06K+ 2.04% |
$111K - $126K
|
52.7K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
951+ 3.67% |
$100K - $113K
|
26.9K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
3.02KNew |
$318K - $359K
|
3.02K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
396+ 2.22% |
$41.8K - $47.1K
|
18.2K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-248- 24.48% |
$26.1K - $29.5K
|
765
$87.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-404- 17.29% |
$42.6K - $48K
|
1.93K
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
375+ 28.91% |
$39.5K - $44.6K
|
1.67K
$190K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-3.05K- 3.57% |
$322K - $363K
|
82.4K
$9.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-516- 33.81% |
$54.4K - $61.4K
|
1.01K
$115K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.67% |
$5.27K - $5.95K
|
7.53K
$857K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.49K- 15.57% |
$473K - $534K
|
24.3K
$2.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 0.1% |
$10.5K - $11.9K
|
98K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 2.57% |
$10.6K - $12K
|
4.04K
$459K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.6K- 3.27% |
$1.12M - $1.26M
|
315K
$35.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-543- 5.88% |
$57.3K - $64.6K
|
8.69K
$989K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
859+ 5.15% |
$90.6K - $102K
|
17.5K
$2M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
766+ 1.1% |
$80.8K - $91.1K
|
70.2K
$7.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.15K- 9.15% |
$121K - $137K
|
11.4K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
154+ 0.69% |
$16.2K - $18.3K
|
22.3K
$2.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
449+ 10.7% |
$47.3K - $53.4K
|
4.65K
$529K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-116- 3.36% |
$12.2K - $13.8K
|
3.34K
$380K
|