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 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-987- 0.4% |
$104K - $117K
|
245K
$27.8M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
124+ 1.0% |
$13.1K - $14.7K
|
12.5K
$1.42M
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 20.0% |
$107K - $120K
|
6.08K
$692K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.26K- 0.62% |
$449K - $507K
|
681K
$77.5M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-104- 1.21% |
$11K - $12.4K
|
8.52K
$969K
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-1.78K- 10.73% |
$187K - $211K
|
14.8K
$1.68M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-670- 2.97% |
$70.6K - $79.7K
|
21.9K
$2.49M
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.8KNew |
$295K - $333K
|
2.8K
$318K
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.28KNew |
$241K - $271K
|
2.28K
$260K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.1K+ 161.57% |
$2.44M - $2.75M
|
37.5K
$4.26M
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.84K- 36.1% |
$194K - $219K
|
3.25K
$370K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.15% |
$149K - $168K
|
67K
$7.63M
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-78- 0.33% |
$8.22K - $9.28K
|
23.3K
$2.65M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.28K+ 1.32% |
$240K - $271K
|
174K
$19.8M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-23- 0.27% |
$2.43K - $2.74K
|
8.53K
$971K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-196- 4.56% |
$20.7K - $23.3K
|
4.1K
$466K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.46K+ 2.4% |
$259K - $292K
|
105K
$11.9M
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6+ 0.03% |
$633 - $714
|
22.6K
$2.57M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
152+ 2.15% |
$16K - $18.1K
|
7.22K
$821K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.38M- 99.16% |
$989M - $1.12B
|
79.5K
$9.05M
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-666- 16.81% |
$70.2K - $79.2K
|
3.3K
$375K
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
13.8K+ 44.55% |
$1.45M - $1.64M
|
44.7K
$5.09M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
42+ 0.74% |
$4.43K - $5K
|
5.68K
$647K
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-28- 0.29% |
$2.95K - $3.33K
|
9.7K
$1.1M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
391+ 4.59% |
$41.2K - $46.5K
|
8.91K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
130+ 3.45% |
$13.7K - $15.5K
|
3.9K
$444K
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$844 - $951
|
7.17K
$815K
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-6.54K- 24.75% |
$689K - $777K
|
19.9K
$2.26M
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-29- 0.34% |
$3.06K - $3.45K
|
8.57K
$975K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-148- 2.44% |
$15.6K - $17.6K
|
5.91K
$673K
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
51+ 0.84% |
$5.38K - $6.07K
|
6.15K
$700K
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 0.24% |
$527 - $595
|
2.05K
$233K
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$193K - $218K
|
1.83K
$208K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
39+ 0.87% |
$4.11K - $4.64K
|
4.51K
$513K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.05% |
$527 - $595
|
9.85K
$1.12M
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
46+ 1.06% |
$4.85K - $5.47K
|
4.39K
$500K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-895- 1.59% |
$94.4K - $106K
|
55.6K
$6.32M
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.7K+ 19.99% |
$179K - $202K
|
10.2K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
230+ 1.42% |
$24.3K - $27.4K
|
16.4K
$1.87M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.84KNew |
$194K - $219K
|
1.84K
$209K
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.17% |
$2.11K - $2.38K
|
11.5K
$1.31M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.11K- 4.97% |
$117K - $132K
|
21.2K
$2.41M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-4.34K- 16.78% |
$457K - $516K
|
21.5K
$2.45M
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
33+ 0.83% |
$3.48K - $3.92K
|
4.02K
$457K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.28K+ 6.37% |
$135K - $152K
|
21.3K
$2.42M
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.07% |
$738 - $833
|
10K
$1.14M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.81K+ 47.22% |
$191K - $216K
|
5.65K
$643K
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-210- 1.11% |
$22.1K - $25K
|
18.7K
$2.12M
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 15.4% |
$281K - $317K
|
20K
$2.27M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
121+ 4.61% |
$12.8K - $14.4K
|
2.75K
$313K
|