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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.04% |
$202 - $240
|
4.76K
$518K
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-86- 2.27% |
$8.68K - $10.3K
|
3.7K
$403K
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
44+ 0.35% |
$4.44K - $5.29K
|
12.5K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.52K- 5.18% |
$154K - $183K
|
27.9K
$3.03M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-92- 4.66% |
$9.28K - $11.1K
|
1.88K
$205K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
14New |
$1.41K - $1.68K
|
14
$1.52K
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-34- 0.37% |
$3.43K - $4.09K
|
9.06K
$986K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
585+ 4.86% |
$59K - $70.3K
|
12.6K
$1.37M
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.18KNew |
$320K - $382K
|
3.18K
$346K
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-316- 1.15% |
$31.9K - $38K
|
27.2K
$2.97M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
2KNew |
$202K - $241K
|
2K
$218K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.38K+ 32.68% |
$140K - $166K
|
5.62K
$612K
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
113+ 1.75% |
$11.4K - $13.6K
|
6.58K
$717K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-100- 0.97% |
$10.1K - $12K
|
10.2K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.88KNew |
$190K - $226K
|
1.88K
$204K
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
2.58KNew |
$260K - $310K
|
2.58K
$281K
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
96.7KNew |
$9.76M - $11.6M
|
96.7K
$10.5M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.05K+ 3.5% |
$106K - $127K
|
31.1K
$3.39M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.69KNew |
$675K - $804K
|
6.69K
$728K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-35.7K- 54.72% |
$3.61M - $4.29M
|
29.6K
$3.22M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.51K+ 3.94% |
$657K - $783K
|
172K
$18.7M
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
30.2KNew |
$3.05M - $3.63M
|
30.2K
$3.29M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-97- 0.67% |
$9.79K - $11.7K
|
14.3K
$1.55M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-96- 1.1% |
$9.69K - $11.5K
|
8.64K
$941K
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
100+ 3.73% |
$10.1K - $12K
|
2.78K
$303K
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
18+ 0.84% |
$1.82K - $2.16K
|
2.17K
$236K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.06K- 10.02% |
$107K - $128K
|
9.54K
$1.04M
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.8K- 68.53% |
$1.09M - $1.3M
|
4.95K
$539K
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
15KNew |
$1.51M - $1.8M
|
15K
$1.63M
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.76K+ 6.72% |
$177K - $211K
|
27.9K
$3.04M
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.64K- 4.22% |
$166K - $198K
|
37.3K
$4.06M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$303 - $361
|
4.39K
$478K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.02KNew |
$204K - $243K
|
2.02K
$220K
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $212K
|
1.76K
$192K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.54K- 8.85% |
$155K - $185K
|
15.8K
$1.72M
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
75+ 3.77% |
$7.57K - $9.02K
|
2.07K
$225K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-174- 8.88% |
$17.6K - $20.9K
|
1.79K
$194K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17.8K- 14.04% |
$1.79M - $2.14M
|
109K
$11.8M
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$5.75K - $6.85K
|
381
$41.5K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-186- 26.96% |
$18.8K - $22.4K
|
504
$54.9K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.43% |
$93.4K - $111K
|
65.5K
$7.13M
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-347- 16.33% |
$35K - $41.7K
|
1.78K
$194K
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.79KNew |
$181K - $215K
|
1.79K
$195K
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-337- 10.75% |
$34K - $40.5K
|
2.8K
$305K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$361K - $430K
|
3.57K
$389K
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.9KNew |
$394K - $469K
|
3.9K
$425K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16K+ 4.02% |
$521K - $620K
|
134K
$14.5M
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-91- 3.03% |
$9.18K - $10.9K
|
2.91K
$317K
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-20- 0.56% |
$2.02K - $2.4K
|
3.56K
$387K
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-240- 32.09% |
$24.2K - $28.8K
|
508
$55.3K
|