Purchases and Sales Made in Q2 2025 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
143+ 7.61% |
$14.3K - $17K
|
2.02K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
138+ 4.44% |
$13.8K - $16.4K
|
3.24K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
131New |
$13.1K - $15.6K
|
131
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
129+ 2.88% |
$12.9K - $15.4K
|
4.61K
$525K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
123+ 2.03% |
$12.3K - $14.6K
|
6.2K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
121+ 0.93% |
$12.1K - $14.4K
|
13.2K
$1.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107+ 2.25% |
$10.7K - $12.7K
|
4.86K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
104+ 2.86% |
$10.4K - $12.4K
|
3.74K
$426K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 0.37% |
$10.3K - $12.3K
|
28.2K
$3.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
98+ 1.35% |
$9.79K - $11.7K
|
7.34K
$835K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 0.28% |
$9.09K - $10.8K
|
32K
$3.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
85+ 0.2% |
$8.49K - $10.1K
|
43.3K
$4.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
85+ 2.61% |
$8.49K - $10.1K
|
3.35K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
83+ 1.61% |
$8.29K - $9.88K
|
5.24K
$596K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
66+ 0.16% |
$6.6K - $7.86K
|
42.5K
$4.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.29% |
$6K - $7.14K
|
20.7K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
59+ 0.68% |
$5.9K - $7.02K
|
8.8K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
50+ 2.34% |
$5K - $5.95K
|
2.19K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
42+ 1.72% |
$4.2K - $5K
|
2.48K
$283K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
40+ 0.2% |
$4K - $4.76K
|
19.8K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
39+ 1.26% |
$3.9K - $4.64K
|
3.12K
$356K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
34+ 0.3% |
$3.4K - $4.05K
|
11.5K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30New |
$3K - $3.57K
|
30
$3.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
28+ 0.02% |
$2.8K - $3.33K
|
124K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
27+ 0.36% |
$2.7K - $3.21K
|
7.61K
$866K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 0.2% |
$2.1K - $2.5K
|
10.6K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
20+ 0.78% |
$2K - $2.38K
|
2.58K
$294K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19+ 0.96% |
$1.9K - $2.26K
|
2K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
18+ 0.81% |
$1.8K - $2.14K
|
2.25K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16+ 0.58% |
$1.6K - $1.9K
|
2.76K
$314K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
15+ 0.56% |
$1.5K - $1.79K
|
2.71K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.08% |
$1.5K - $1.79K
|
18.2K
$2.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 0.22% |
$1.3K - $1.55K
|
5.98K
$680K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
12+ 0.08% |
$1.2K - $1.43K
|
14.5K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$999 - $1.19K
|
22.5K
$2.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
9+ 0.19% |
$899 - $1.07K
|
4.63K
$527K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
5+ 0.26% |
$500 - $595
|
1.91K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2+ 0.03% |
$200 - $238
|
7.48K
$851K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$200 - $238
|
1.88K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1+ 0.02% |
$99.9 - $119
|
5.62K
$640K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$99.9 - $119
|
4.78K
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$99.9 - $119
|
2.04K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.23% |
$99.9 - $119
|
431
$49K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1- 0.02% |
$99.9 - $119
|
6.5K
$740K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-1- 0.01% |
$99.9 - $119
|
16.9K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1- 0.03% |
$99.9 - $119
|
3.43K
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-3- 0.03% |
$300 - $357
|
10.7K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.12% |
$300 - $357
|
2.48K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-5- 0.13% |
$500 - $595
|
3.94K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.19% |
$500 - $595
|
2.63K
$300K
|