Purchases and Sales Made in Q1 2025 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q1 2025. The information is specifically focused on institutions that hold shares of EXXON MOBIL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$416K - $470K
|
3.95K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.92KNew |
$414K - $466K
|
3.92K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
3.9K+ 2.65% |
$411K - $464K
|
151K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.79K+ 21.44% |
$400K - $451K
|
21.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
3.77K+ 15.16% |
$398K - $449K
|
28.7K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
3.76K+ 8.83% |
$397K - $447K
|
46.3K
$5.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.76K+ 23.56% |
$396K - $447K
|
19.7K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
3.73K+ 134.91% |
$394K - $444K
|
6.5K
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.72K+ 89.15% |
$393K - $443K
|
7.9K
$886K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
3.67K+ 52.88% |
$387K - $436K
|
10.6K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.66K+ 170.6% |
$385K - $435K
|
5.8K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.63K+ 24.78% |
$382K - $431K
|
18.3K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.62K+ 147.26% |
$382K - $431K
|
6.09K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.61K+ 17.13% |
$381K - $429K
|
24.7K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
3.61K+ 11.8% |
$380K - $429K
|
34.2K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.59K+ 102.69% |
$379K - $427K
|
7.09K
$795K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.58K+ 170.77% |
$378K - $426K
|
5.68K
$637K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.58K+ 44.75% |
$377K - $425K
|
11.6K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.56K+ 6.39% |
$376K - $424K
|
59.3K
$6.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.56K+ 2.49% |
$375K - $423K
|
147K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.56K+ 12.48% |
$375K - $423K
|
32.1K
$3.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
3.55K+ 1.04% |
$375K - $423K
|
347K
$38.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.55KNew |
$374K - $422K
|
3.55K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.54K+ 3.18% |
$374K - $421K
|
115K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.53KNew |
$373K - $420K
|
3.53K
$397K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.53KNew |
$373K - $420K
|
3.53K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.53K+ 7.29% |
$372K - $419K
|
51.9K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.52KNew |
$371K - $419K
|
3.52K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 100.0% |
$371K - $419K
|
7.04K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 4.2% |
$371K - $418K
|
87.1K
$9.78M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.51K+ 32.68% |
$370K - $417K
|
14.3K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
3.5K+ 100.0% |
$369K - $416K
|
7K
$785K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.45K+ 40.13% |
$364K - $411K
|
12.1K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.41K+ 48.95% |
$360K - $406K
|
10.4K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
3.38KNew |
$356K - $402K
|
3.38K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.37KNew |
$355K - $401K
|
3.37K
$378K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.36K+ 30.88% |
$355K - $400K
|
14.3K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.35K+ 101.52% |
$353K - $398K
|
6.65K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.33KNew |
$351K - $396K
|
3.33K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.32K+ 46.11% |
$350K - $395K
|
10.5K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.32KNew |
$350K - $394K
|
3.32K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.31K+ 5.25% |
$349K - $394K
|
66.4K
$7.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.29K+ 26.95% |
$347K - $391K
|
15.5K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.29K+ 5.13% |
$347K - $391K
|
67.4K
$7.56M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.28KNew |
$346K - $390K
|
3.28K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.25K+ 128.03% |
$343K - $387K
|
5.79K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.24K+ 30.78% |
$342K - $386K
|
13.8K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.24K+ 0.44% |
$341K - $385K
|
737K
$82.7M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
3.23K+ 100.03% |
$340K - $384K
|
6.45K
$724K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.21K+ 16.52% |
$338K - $382K
|
22.6K
$2.54M
|