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 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
915+ 6.04% |
$96.5K - $109K
|
16.1K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.33KNew |
$457K - $515K
|
4.33K
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-444- 0.37% |
$46.8K - $52.8K
|
120K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-411- 1.77% |
$43.3K - $48.9K
|
22.8K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.85K- 2.16% |
$406K - $458K
|
175K
$19.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 4.09% |
$138K - $156K
|
30.8K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
27.1K+ 13.45% |
$2.86M - $3.22M
|
229K
$26M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.75K- 2.57% |
$185K - $209K
|
66.5K
$7.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
294+ 0.26% |
$31K - $35K
|
113K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-261- 45.0% |
$27.5K - $31K
|
319
$36.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-110- 0.77% |
$11.6K - $13.1K
|
14.2K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.84K+ 17.37% |
$721K - $813K
|
46.2K
$5.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-9.16K- 0.45% |
$966K - $1.09M
|
2.03M
$231M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.43K- 12.98% |
$151K - $170K
|
9.6K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-408K- 87.26% |
$43.1M - $48.6M
|
59.6K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
600+ 23.57% |
$63.3K - $71.4K
|
3.15K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.45KNew |
$258K - $291K
|
2.45K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.25K+ 0.6% |
$132K - $149K
|
211K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
997+ 12.68% |
$105K - $119K
|
8.86K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.2K- 3.07% |
$232K - $261K
|
69.4K
$7.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.8K+ 91.2% |
$190K - $215K
|
3.78K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-85- 0.67% |
$8.96K - $10.1K
|
12.6K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.77K+ 1.76% |
$292K - $329K
|
160K
$18.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-250- 4.64% |
$26.4K - $29.7K
|
5.13K
$584K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.38K+ 0.51% |
$145K - $164K
|
270K
$30.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.55% |
$2K - $2.26K
|
3.45K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.81KNew |
$190K - $215K
|
1.81K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.01K- 1.05% |
$106K - $120K
|
95.6K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73+ 0.46% |
$7.7K - $8.68K
|
15.9K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-458- 3.71% |
$48.3K - $54.5K
|
11.9K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
918+ 6.2% |
$96.8K - $109K
|
15.7K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.46K+ 7.94% |
$260K - $293K
|
33.5K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-889- 1.05% |
$93.7K - $106K
|
83.9K
$9.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
225+ 2.42% |
$23.7K - $26.8K
|
9.51K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
13.4K+ 173.54% |
$1.41M - $1.59M
|
21.1K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-3.73K- 1.66% |
$393K - $443K
|
221K
$25.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-19- 0.74% |
$2K - $2.26K
|
2.57K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
59+ 1.42% |
$6.22K - $7.02K
|
4.23K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
656+ 1.91% |
$69.2K - $78K
|
35K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
157+ 0.07% |
$16.6K - $18.7K
|
235K
$26.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-290- 12.03% |
$30.6K - $34.5K
|
2.12K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.02KNew |
$213K - $240K
|
2.02K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.87K+ 89.3% |
$197K - $222K
|
3.96K
$451K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.47% |
$1.48K - $1.67K
|
3K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.2K+ 38.71% |
$127K - $143K
|
4.3K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-35- 0.36% |
$3.69K - $4.16K
|
9.67K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-766- 4.77% |
$80.8K - $91.1K
|
15.3K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4K+ 13.02% |
$422K - $476K
|
34.7K
$3.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 3.32% |
$189K - $213K
|
52.3K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.82% |
$3.9K - $4.4K
|
4.45K
$507K
|