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 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
118+ 1.41% |
$12.4K - $14K
|
8.46K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
24.8K+ 12.26% |
$2.62M - $2.95M
|
227K
$25.9M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-52K- 25.61% |
$5.49M - $6.19M
|
151K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-4.75K- 25.59% |
$501K - $565K
|
13.8K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
882+ 4.47% |
$93K - $105K
|
20.6K
$2.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.23K- 2.94% |
$235K - $265K
|
73.7K
$8.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
166+ 2.26% |
$17.5K - $19.7K
|
7.52K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
35+ 0.88% |
$3.69K - $4.16K
|
4K
$455K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
110+ 0.58% |
$11.6K - $13.1K
|
19.1K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-625- 20.66% |
$65.9K - $74.3K
|
2.4K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-7- 0.22% |
$738 - $833
|
3.21K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
369+ 9.82% |
$38.9K - $43.9K
|
4.13K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
435+ 2.39% |
$45.9K - $51.7K
|
18.6K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-162- 8.04% |
$17.1K - $19.3K
|
1.85K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9.56K- 25.54% |
$1.01M - $1.14M
|
27.9K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-173- 5.93% |
$18.2K - $20.6K
|
2.74K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-72- 3.0% |
$7.59K - $8.56K
|
2.33K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.32KNew |
$350K - $394K
|
3.32K
$377K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.27K+ 0.89% |
$134K - $151K
|
145K
$16.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.92KNew |
$202K - $228K
|
1.92K
$218K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-151- 7.41% |
$15.9K - $18K
|
1.89K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-130- 1.46% |
$13.7K - $15.5K
|
8.76K
$996K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8.02K- 64.06% |
$846K - $954K
|
4.5K
$512K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-825- 19.63% |
$87K - $98.1K
|
3.38K
$384K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4- 0.01% |
$422 - $476
|
35K
$3.99M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.24K+ 2.14% |
$130K - $147K
|
59K
$6.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-985- 0.26% |
$104K - $117K
|
384K
$43.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.73KNew |
$183K - $206K
|
1.73K
$197K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.25K+ 2.22% |
$448K - $506K
|
196K
$22.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-717- 1.64% |
$75.6K - $85.3K
|
43.1K
$4.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
232+ 5.62% |
$24.5K - $27.6K
|
4.36K
$496K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-194- 15.12% |
$20.5K - $23.1K
|
1.09K
$124K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.88K+ 6.34% |
$725K - $818K
|
115K
$13.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.12K+ 33.73% |
$223K - $252K
|
8.4K
$956K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
746+ 4.21% |
$78.7K - $88.7K
|
18.5K
$2.1M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-11- 0.29% |
$1.16K - $1.31K
|
3.81K
$434K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-223- 3.38% |
$23.5K - $26.5K
|
6.38K
$726K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-16- 0.09% |
$1.69K - $1.9K
|
18.1K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 10.63% |
$1.42M - $1.6M
|
140K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1.31K+ 2.33% |
$138K - $156K
|
57.6K
$6.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
54+ 2.74% |
$5.69K - $6.42K
|
2.03K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
350+ 1.08% |
$36.9K - $41.6K
|
32.8K
$3.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.93K- 7.68% |
$414K - $467K
|
47.2K
$5.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.44K- 7.64% |
$152K - $172K
|
17.5K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.78K+ 3.06% |
$293K - $331K
|
93.6K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
332+ 1.96% |
$35K - $39.5K
|
17.3K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-45- 0.64% |
$4.74K - $5.35K
|
6.96K
$791K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
46+ 1.16% |
$4.85K - $5.47K
|
4.02K
$458K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.35K+ 31.0% |
$142K - $161K
|
5.71K
$649K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-610- 0.69% |
$64.3K - $72.5K
|
87.9K
$10M
|