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 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
PUT |
6.3KNew |
$664K - $749K
|
6.3K
$717K
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
569+ 18.09% |
$60K - $67.7K
|
3.72K
$423K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
942+ 4.25% |
$99.3K - $112K
|
23.1K
$2.63M
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
257+ 2.14% |
$27.1K - $30.6K
|
12.3K
$1.4M
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-745- 2.95% |
$78.6K - $88.6K
|
24.6K
$2.79M
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-985- 1.02% |
$104K - $117K
|
95.5K
$10.9M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-315- 0.4% |
$33.2K - $37.5K
|
77.8K
$8.86M
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-861- 3.58% |
$90.8K - $102K
|
23.2K
$2.64M
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
492+ 6.48% |
$51.9K - $58.5K
|
8.08K
$919K
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.08KNew |
$219K - $247K
|
2.08K
$236K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
162+ 1.19% |
$17.1K - $19.3K
|
13.7K
$1.56M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.92K+ 3.72% |
$202K - $228K
|
53.5K
$6.09M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-696- 5.17% |
$73.4K - $82.8K
|
12.8K
$1.45M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.82K+ 17.03% |
$298K - $336K
|
19.4K
$2.21M
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.77KNew |
$187K - $211K
|
1.77K
$202K
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.7K+ 18.09% |
$496K - $559K
|
30.7K
$3.49M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
290+ 1.84% |
$30.6K - $34.5K
|
16K
$1.82M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
987+ 5.39% |
$104K - $117K
|
19.3K
$2.2M
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-831- 19.21% |
$87.6K - $98.8K
|
3.49K
$398K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.6K- 6.17% |
$590K - $666K
|
85.2K
$9.69M
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
74+ 1.75% |
$7.8K - $8.8K
|
4.29K
$489K
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-29- 0.62% |
$3.06K - $3.45K
|
4.62K
$526K
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
145KNew |
$15.2M - $17.2M
|
145K
$16.5M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.4K+ 9.73% |
$147K - $166K
|
15.8K
$1.79M
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-96- 2.76% |
$10.1K - $11.4K
|
3.39K
$385K
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-297- 5.21% |
$31.3K - $35.3K
|
5.4K
$615K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-19.8K- 2.42% |
$2.09M - $2.36M
|
799K
$90.9M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-17.8K- 85.87% |
$1.88M - $2.12M
|
2.93K
$334K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-6.09K- 5.37% |
$642K - $724K
|
107K
$12.2M
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-270- 1.28% |
$28.5K - $32.1K
|
20.8K
$2.37M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.9K+ 2.87% |
$200K - $226K
|
68.1K
$7.75M
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.75K- 3.06% |
$184K - $208K
|
55.4K
$6.3M
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
357+ 10.31% |
$37.6K - $42.5K
|
3.82K
$435K
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$435K - $490K
|
4.12K
$469K
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-84- 0.31% |
$8.86K - $9.99K
|
26.6K
$3.03M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-248- 5.18% |
$26.1K - $29.5K
|
4.54K
$517K
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-2.87K- 7.04% |
$303K - $341K
|
37.9K
$4.31M
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-909- 13.61% |
$95.8K - $108K
|
5.77K
$657K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
219+ 5.52% |
$23.1K - $26K
|
4.19K
$476K
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$183K - $207K
|
1.74K
$198K
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 17.66% |
$163K - $184K
|
10.3K
$1.17M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-117- 0.63% |
$12.3K - $13.9K
|
18.5K
$2.1M
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
137+ 2.67% |
$14.4K - $16.3K
|
5.26K
$599K
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
7.97K+ 14.96% |
$841K - $948K
|
61.3K
$6.97M
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
30+ 0.06% |
$3.16K - $3.57K
|
49.9K
$5.68M
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$105 - $119
|
760
$86.5K
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$180K - $203K
|
27.8K
$3.16M
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
100New |
$10.5K - $11.9K
|
100
$11.4K
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.73KNew |
$182K - $205K
|
1.73K
$197K
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.6K- 0.57% |
$169K - $191K
|
278K
$31.6M
|