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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
114+ 4.86% |
$12.4K - $13.9K
|
2.46K
$268K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
779+ 16.12% |
$84.4K - $95.2K
|
5.61K
$611K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
109+ 3.45% |
$11.8K - $13.3K
|
3.27K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-580- 2.67% |
$62.8K - $70.9K
|
21.2K
$2.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8+ 0.22% |
$867 - $978
|
3.58K
$390K
|
|
|
Jul 15, 2024
Q2 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.42K- 38.55% |
$154K - $173K
|
2.26K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.38K- 74.55% |
$691K - $780K
|
2.18K
$237K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
50+ 1.89% |
$5.42K - $6.11K
|
2.69K
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-981- 22.41% |
$106K - $120K
|
3.4K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-727- 3.73% |
$78.8K - $88.8K
|
18.7K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43.1K+ 272.39% |
$4.67M - $5.27M
|
58.9K
$6.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.9KNew |
$206K - $233K
|
1.9K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
300+ 7.7% |
$32.5K - $36.7K
|
4.2K
$457K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.73% |
$325 - $367
|
409
$44.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-30- 0.39% |
$3.25K - $3.67K
|
7.69K
$838K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-300- 39.53% |
$32.5K - $36.7K
|
459
$50K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
122+ 0.72% |
$13.2K - $14.9K
|
17.1K
$1.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.25% |
$975 - $1.1K
|
3.55K
$387K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
409New |
$44.3K - $50K
|
409
$44.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.28K+ 23.65% |
$138K - $156K
|
6.68K
$727K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
54+ 2.72% |
$5.85K - $6.6K
|
2.04K
$222K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
11.9K+ 83.11% |
$1.29M - $1.45M
|
26.2K
$2.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-93- 3.73% |
$10.1K - $11.4K
|
2.4K
$261K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-113- 0.97% |
$12.2K - $13.8K
|
11.6K
$1.26M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.38K- 1.56% |
$149K - $169K
|
87.2K
$9.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
3.45K+ 8.98% |
$373K - $421K
|
41.8K
$4.56M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
800+ 27.19% |
$86.7K - $97.8K
|
3.74K
$407K
|
|
|
Jul 01, 2024
Q2 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 20.43% |
$332K - $375K
|
18.1K
$1.97M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-367- 44.38% |
$35.5K - $42.7K
|
460
$50.1K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.93K+ 19.53% |
$284K - $341K
|
17.9K
$1.95M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.8KNew |
$1.04M - $1.25M
|
10.8K
$1.18M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
560+ 18.74% |
$54.2K - $65.1K
|
3.55K
$386K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 48.42% |
$1.76M - $2.11M
|
55.6K
$6.05M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.72KNew |
$167K - $200K
|
1.72K
$188K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.4KNew |
$136K - $163K
|
1.4K
$153K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.12KNew |
$205K - $246K
|
2.12K
$230K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.17K+ 0.65% |
$307K - $368K
|
490K
$53.4M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-850- 13.44% |
$82.3K - $98.8K
|
5.48K
$596K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$179K - $214K
|
1.85K
$201K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-84- 17.18% |
$8.13K - $9.76K
|
405
$44.1K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.85K- 35.19% |
$276K - $331K
|
5.24K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
119KNew |
$11.6M - $13.9M
|
119K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-27.8K- 65.41% |
$2.69M - $3.23M
|
14.7K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-90.9K- 66.44% |
$8.8M - $10.6M
|
45.9K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 25.25% |
$1.39M - $1.67M
|
71.2K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-18.1K- 20.2% |
$1.75M - $2.1M
|
71.4K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
618K+ 144.83% |
$59.9M - $71.9M
|
1.05M
$114M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
52KNew |
$5.03M - $6.04M
|
52K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
128KNew |
$12.3M - $14.8M
|
128K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-5.27K- 59.69% |
$510K - $612K
|
3.56K
$387K
|
|