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 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.67K- 3.27% |
$176K - $199K
|
49.5K
$5.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-14- 3.75% |
$1.48K - $1.67K
|
359
$40.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-227- 2.39% |
$23.9K - $27K
|
9.26K
$1.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.45K+ 40.13% |
$364K - $411K
|
12.1K
$1.37M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.97K- 5.59% |
$208K - $235K
|
33.3K
$3.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
15.1K+ 2.95% |
$1.59M - $1.8M
|
527K
$60M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-837- 4.52% |
$88.3K - $99.5K
|
17.7K
$2.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
52+ 1.19% |
$5.48K - $6.18K
|
4.41K
$502K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-121- 0.38% |
$12.8K - $14.4K
|
32.1K
$3.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-51- 0.61% |
$5.38K - $6.07K
|
8.27K
$941K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.56K+ 12.06% |
$165K - $186K
|
14.5K
$1.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
9+ 0.05% |
$949 - $1.07K
|
19.7K
$2.24M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
1.78KNew |
$187K - $211K
|
1.78K
$202K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-4.22K- 2.99% |
$445K - $502K
|
137K
$15.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-78- 0.24% |
$8.22K - $9.28K
|
32.9K
$3.74M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.19K+ 13.2% |
$126K - $142K
|
10.2K
$1.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
34.2KNew |
$3.61M - $4.07M
|
34.2K
$3.9M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-467K- 3.87% |
$49.3M - $58.6M
|
11.6M
$1.32B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-651- 1.79% |
$68.7K - $81.6K
|
35.7K
$4.06M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
10.7KNew |
$1.13M - $1.35M
|
10.7K
$1.22M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
500New |
$52.8K - $62.7K
|
500
$56.9K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.3K+ 4.87% |
$8.58M - $10.2M
|
1.75M
$199M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.68KNew |
$810K - $963K
|
7.68K
$874K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.55K+ 1.96% |
$375K - $445K
|
185K
$21.1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
171K+ 2.24% |
$18.1M - $21.5M
|
7.82M
$889M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
52K+ 2.66% |
$5.49M - $6.52M
|
2M
$228M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 5.83% |
$154K - $183K
|
26.5K
$3.01M
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
249KNew |
$26.3M - $31.2M
|
249K
$28.3M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
142+ 0.85% |
$15K - $17.8K
|
16.9K
$1.93M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
14.7KNew |
$1.56M - $1.85M
|
14.7K
$1.68M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-437- 0.54% |
$46.1K - $54.8K
|
80.8K
$9.19M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$21.1K - $25.1K
|
200
$22.8K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
PUT |
100New |
$10.6K - $12.5K
|
100
$11.4K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2.41KNew |
$254K - $302K
|
2.41K
$274K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.93KNew |
$309K - $367K
|
2.93K
$333K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
17.5KNew |
$1.85M - $2.19M
|
17.5K
$1.99M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
18.3KNew |
$1.93M - $2.29M
|
18.3K
$2.08M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
15.3KNew |
$1.62M - $1.92M
|
15.3K
$1.75M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.93KNew |
$204K - $242K
|
1.93K
$220K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
249+ 2.79% |
$26.3K - $31.2K
|
9.16K
$1.04M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-420- 0.87% |
$44.3K - $52.7K
|
47.9K
$5.45M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
902+ 9.51% |
$95.2K - $113K
|
10.4K
$1.18M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.97KNew |
$208K - $247K
|
1.97K
$224K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.06KNew |
$428K - $509K
|
4.06K
$462K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
14.1KNew |
$1.49M - $1.77M
|
14.1K
$1.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
2KNew |
$211K - $251K
|
2K
$228K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
196+ 5.79% |
$20.7K - $24.6K
|
3.58K
$408K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-23- 0.31% |
$2.43K - $2.88K
|
7.52K
$855K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-32.7K- 11.89% |
$3.45M - $4.1M
|
242K
$27.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.94K+ 23.69% |
$310K - $368K
|
15.3K
$1.74M
|
|