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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
25.6KNew |
$2.56M - $3.05M
|
25.6K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
PUT |
315New |
$31.4K - $37.5K
|
315
$35.2K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
300New |
$30K - $35.8K
|
300
$33.5K
|
|
|
May 11, 2023
Q1 2023
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 20.0% |
$49.9K - $59.6K
|
3K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
9.49K+ 138.86% |
$947K - $1.13M
|
16.3K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
PUT |
119K+ 38.53% |
$11.9M - $14.2M
|
428K
$47.7M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
CALL |
-123K- 65.56% |
$12.2M - $14.6M
|
64.4K
$7.19M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-16- 0.3% |
$1.6K - $1.91K
|
5.3K
$592K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49.5MNew |
$4.94B - $5.9B
|
49.5M
$5.53B
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
191New |
$19.1K - $22.8K
|
191
$21.3K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.33% |
$499 - $596
|
1.51K
$168K
|
|
|
May 08, 2023
Q1 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
678K+ 154.95% |
$67.7M - $80.8M
|
1.12M
$125M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
171New |
$17.1K - $20.4K
|
171
$19.1K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-63- 6.6% |
$6.29K - $7.51K
|
892
$99.6K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.11K+ 44485.71% |
$311K - $371K
|
3.12K
$349K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-372- 4.27% |
$37.1K - $44.3K
|
8.35K
$932K
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.7K- 52.36% |
$270K - $322K
|
2.46K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
5.84K+ 86.44% |
$583K - $696K
|
12.6K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-125- 0.48% |
$12.5K - $14.9K
|
25.7K
$2.87M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
15New |
$1.5K - $1.79K
|
15
$1.68K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.74K- 10.42% |
$174K - $208K
|
15K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-6.01K- 37.89% |
$600K - $716K
|
9.85K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
191New |
$19.1K - $22.8K
|
191
$21.3K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.64KNew |
$364K - $434K
|
3.64K
$407K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.95K- 41.32% |
$694K - $828K
|
9.87K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-129- 2.75% |
$12.9K - $15.4K
|
4.56K
$509K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-421- 1.01% |
$42K - $50.2K
|
41.1K
$4.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
182+ 3.59% |
$18.2K - $21.7K
|
5.25K
$587K
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.41K- 2.99% |
$140K - $167K
|
45.6K
$5.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-377- 2.93% |
$37.6K - $44.9K
|
12.5K
$1.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-34- 1.83% |
$3.39K - $4.05K
|
1.82K
$204K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.03K- 17.47% |
$203K - $242K
|
9.59K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-511- 1.12% |
$51K - $60.9K
|
45.2K
$5.05M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-15.2K- 0.56% |
$1.52M - $1.81M
|
2.7M
$301M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
CALL |
300New |
$30K - $35.8K
|
300
$33.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
BUY
|
- |
4.25KNew |
$424K - $506K
|
4.25K
$474K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-333- 2.72% |
$33.2K - $39.7K
|
11.9K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-950- 9.88% |
$94.8K - $113K
|
8.67K
$968K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
28+ 3.73% |
$2.8K - $3.34K
|
779
$87K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-175- 4.59% |
$17.5K - $20.9K
|
3.64K
$406K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3.8K+ 10.88% |
$380K - $453K
|
38.8K
$4.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
7.4KNew |
$739K - $882K
|
7.4K
$826K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7.3K+ 211.04% |
$729K - $870K
|
10.8K
$1.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-157- 0.76% |
$15.7K - $18.7K
|
20.5K
$2.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
1.6K+ 1.6% |
$160K - $191K
|
102K
$11.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.96K+ 19.66% |
$495K - $591K
|
30.2K
$3.37M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.45K- 5.28% |
$145K - $173K
|
26.1K
$2.91M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
109+ 0.78% |
$10.9K - $13K
|
14.1K
$1.58M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-373- 13.24% |
$34.3K - $42.6K
|
2.44K
$273K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
100+ 1.49% |
$9.19K - $11.4K
|
6.83K
$763K
|
|