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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-343K- 98.25% |
$36.2M - $43M
|
6.13K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.41K- 47.54% |
$149K - $177K
|
1.56K
$177K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
2.21KNew |
$234K - $278K
|
2.21K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1K- 34.48% |
$106K - $125K
|
1.9K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-985- 12.18% |
$104K - $123K
|
7.1K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
PUT |
2.7KNew |
$285K - $338K
|
2.7K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
49+ 0.82% |
$5.17K - $6.14K
|
6.04K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
36.9KNew |
$3.89M - $4.63M
|
36.9K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-10- 0.14% |
$1.06K - $1.25K
|
7.29K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-706- 7.4% |
$74.5K - $88.5K
|
8.83K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-144- 19.78% |
$15.2K - $18.1K
|
584
$66.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-31- 0.3% |
$3.27K - $3.89K
|
10.4K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
70New |
$7.39K - $8.78K
|
70
$7.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.03K- 43.38% |
$109K - $129K
|
1.35K
$153K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-348- 14.73% |
$36.7K - $43.6K
|
2.01K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
25+ 0.56% |
$2.64K - $3.13K
|
4.5K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-91- 2.29% |
$9.6K - $11.4K
|
3.88K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-250- 6.31% |
$26.4K - $31.3K
|
3.71K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
400New |
$42.2K - $50.1K
|
400
$45.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
100+ 0.42% |
$10.6K - $12.5K
|
23.8K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.44KNew |
$257K - $305K
|
2.44K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-13.9K- 63.87% |
$1.46M - $1.74M
|
7.84K
$892K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-75- 2.66% |
$7.91K - $9.4K
|
2.75K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.48K- 22.05% |
$156K - $186K
|
5.24K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.96KNew |
$207K - $246K
|
1.96K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-4- 0.05% |
$422 - $501
|
8.74K
$994K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1K+ 6.11% |
$106K - $125K
|
17.4K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.05% |
$106 - $125
|
2.16K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20New |
$2.11K - $2.51K
|
20
$2.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-262- 5.91% |
$27.6K - $32.8K
|
4.17K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.03% |
$106 - $125
|
3.54K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.88K- 35.56% |
$198K - $236K
|
3.41K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.8K- 61.52% |
$823K - $978K
|
4.88K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.33KNew |
$351K - $417K
|
3.33K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$106 - $125
|
2.34K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.49K+ 8.34% |
$896K - $1.06M
|
110K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $125
|
5.33K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-20- 0.11% |
$2.11K - $2.51K
|
18.7K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-433- 5.98% |
$45.7K - $54.3K
|
6.81K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
239+ 32.25% |
$25.2K - $30K
|
980
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-19.2K- 2.75% |
$2.03M - $2.41M
|
681K
$77.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.57KNew |
$271K - $322K
|
2.57K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-526- 1.91% |
$55.5K - $65.9K
|
27K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-100- 1.36% |
$10.6K - $12.5K
|
7.23K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.35KNew |
$776K - $922K
|
7.35K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
72KNew |
$7.6M - $9.03M
|
72K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.37K - $1.63K
|
13
$1.48K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-449- 10.27% |
$47.4K - $56.3K
|
3.92K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10.4KNew |
$1.1M - $1.3M
|
10.4K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
121+ 0.54% |
$12.8K - $15.2K
|
22.4K
$2.55M
|