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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.56K+ 42.41% |
$670K - $776K
|
22K
$2.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
84.3K+ 131.98% |
$8.61M - $9.98M
|
148K
$16.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-440- 0.67% |
$45K - $52.1K
|
65.2K
$7.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
252+ 1.0% |
$25.7K - $29.8K
|
25.4K
$2.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
41+ 0.95% |
$4.19K - $4.85K
|
4.34K
$473K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
726+ 40.65% |
$74.2K - $85.9K
|
2.51K
$274K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.17K- 0.82% |
$426K - $494K
|
505K
$55M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.89K- 11.67% |
$500K - $579K
|
37K
$4.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
810KNew |
$82.7M - $95.8M
|
810K
$88.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
93+ 4.6% |
$9.5K - $11K
|
2.11K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-177- 4.52% |
$18.1K - $20.9K
|
3.74K
$407K
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$10.2K - $11.8K
|
100
$10.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.2K+ 13.96% |
$429K - $497K
|
34.3K
$3.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
15.2K+ 0.42% |
$1.56M - $1.8M
|
3.61M
$393M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.38K- 5.78% |
$141K - $164K
|
22.6K
$2.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Systrade Ag
Vaduz, N2 |
SELL
|
- |
-100K- 50.0% |
$10.2M - $11.8M
|
100K
$10.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
2.89KNew |
$295K - $342K
|
2.89K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-681- 1.72% |
$69.6K - $80.6K
|
39K
$4.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.28% |
$1.84K - $2.13K
|
6.32K
$688K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-681- 1.72% |
$69.6K - $80.6K
|
39K
$4.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
595+ 10.71% |
$60.8K - $70.4K
|
6.15K
$670K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-6- 0.2% |
$613 - $710
|
3.04K
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
747+ 10.29% |
$76.3K - $88.4K
|
8.01K
$872K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-417- 14.23% |
$42.6K - $49.3K
|
2.51K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
163+ 4.51% |
$16.7K - $19.3K
|
3.78K
$412K
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.04K- 17.68% |
$208K - $241K
|
9.48K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-533- 3.18% |
$54.5K - $63.1K
|
16.2K
$1.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1New |
$102 - $118
|
1
$109
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-5K- 19.38% |
$511K - $592K
|
20.8K
$2.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.9KNew |
$602K - $698K
|
5.9K
$642K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
144+ 3.05% |
$14.7K - $17K
|
4.87K
$530K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
75+ 0.84% |
$7.66K - $8.88K
|
8.96K
$975K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-46- 9.87% |
$4.7K - $5.44K
|
420
$45.7K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
309+ 214.58% |
$31.6K - $36.6K
|
453
$49.3K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 9.05% |
$137K - $164K
|
13.8K
$1.5M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-19.7K- 1.22% |
$1.97M - $2.35M
|
1.59M
$173M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
47+ 1.4% |
$4.69K - $5.6K
|
3.41K
$371K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-60.7KClosed |
$6.06M - $7.23M
|
0
$0
|
|
|
Nov 27, 2023
Q1 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
PUT |
250KNew |
$25M - $29.8M
|
250K
$27.2M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
47+ 2.13% |
$4.69K - $5.6K
|
2.25K
$245K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
342New |
$34.1K - $40.8K
|
342
$37.2K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-346- 0.98% |
$34.5K - $41.2K
|
34.8K
$3.79M
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-300- 9.02% |
$30K - $35.8K
|
3.03K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.74KNew |
$274K - $327K
|
2.74K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
2KNew |
$200K - $238K
|
2K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.26K- 15.7% |
$325K - $388K
|
17.5K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4.25K+ 347.06% |
$424K - $506K
|
5.47K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
150K+ 188.83% |
$15M - $17.9M
|
230K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.01K- 4.33% |
$500K - $597K
|
111K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
293+ 8.63% |
$29.3K - $34.9K
|
3.69K
$402K
|
|