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 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
PUT |
2.5KNew |
$245K - $290K
|
2.5K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
100KNew |
$9.81M - $11.6M
|
100K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-770- 9.44% |
$75.5K - $89.2K
|
7.39K
$841K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-328- 37.7% |
$32.2K - $38K
|
542
$61.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-80- 2.29% |
$7.84K - $9.27K
|
3.42K
$389K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
30+ 1.3% |
$2.94K - $3.47K
|
2.33K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
341+ 3.97% |
$33.4K - $39.5K
|
8.93K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-848- 5.15% |
$83.1K - $98.2K
|
15.6K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.2K- 68.5% |
$1.1M - $1.3M
|
5.15K
$586K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 50.0% |
$19.6K - $23.2K
|
600
$68.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$220K - $260K
|
2.25K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-298- 1.83% |
$29.2K - $34.5K
|
16K
$1.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 94.4% |
$167K - $197K
|
101
$11.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.16KNew |
$212K - $250K
|
2.16K
$246K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
27.2K+ 146.06% |
$2.67M - $3.15M
|
45.9K
$5.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-48- 0.82% |
$4.71K - $5.56K
|
5.8K
$660K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3.77K+ 188.35% |
$369K - $436K
|
5.77K
$656K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-20- 0.16% |
$1.96K - $2.32K
|
12.3K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-102- 4.3% |
$10K - $11.8K
|
2.27K
$258K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-380- 8.23% |
$37.3K - $44K
|
4.24K
$482K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-286- 2.98% |
$28K - $33.1K
|
9.31K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
18.8K+ 4.2% |
$1.85M - $2.18M
|
467K
$53.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-200- 50.0% |
$19.6K - $23.2K
|
200
$22.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 0.85% |
$25.7K - $30.3K
|
31.2K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6- 0.27% |
$588 - $695
|
2.25K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.15K- 4.92% |
$113K - $133K
|
22.2K
$2.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-54- 1.17% |
$5.29K - $6.25K
|
4.55K
$517K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100+ 13.19% |
$9.81K - $11.6K
|
858
$97.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
409+ 13.12% |
$40.1K - $47.4K
|
3.53K
$401K
|
|
|
Jan 09, 2024
Q4 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
11.4K+ 127.18% |
$1.12M - $1.33M
|
20.4K
$2.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.82K- 3.94% |
$178K - $210K
|
44.3K
$5.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.13K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
101+ 0.08% |
$9.9K - $11.7K
|
133K
$15.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
22+ 0.05% |
$2.16K - $2.55K
|
43.9K
$4.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1- 0.04% |
$98.1 - $116
|
2.49K
$283K
|
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-19.6K- 55.35% |
$1.92M - $2.27M
|
15.8K
$1.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.57% |
$1.27K - $1.51K
|
2.29K
$261K
|
|
| Q3 2023 | |||||||
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-3KClosed |
$303K - $361K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2023
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.18M - $1.41M
|
11.7K
$1.33M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.96% |
$101 - $120
|
52
$5.92K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-849K- 67.5% |
$85.7M - $102M
|
409K
$46.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2- 1.07% |
$202 - $240
|
185
$21.1K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-23.5K- 73.72% |
$2.37M - $2.82M
|
8.37K
$953K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.22K- 8.14% |
$123K - $146K
|
13.7K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10+ 0.36% |
$1.01K - $1.2K
|
2.82K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.25K- 53.9% |
$227K - $270K
|
1.92K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
69.8KNew |
$7.04M - $8.38M
|
69.8K
$7.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.14K+ 18.71% |
$115K - $137K
|
7.21K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 1.35% |
$199K - $237K
|
144K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
PUT |
-1.4K- 45.16% |
$141K - $168K
|
1.7K
$193K
|
|