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 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-102- 4.3% |
$10K - $11.8K
|
2.27K
$255K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-286- 2.98% |
$28K - $33.1K
|
9.31K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
18.8K+ 4.2% |
$1.85M - $2.18M
|
467K
$52.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-200- 50.0% |
$19.6K - $23.2K
|
200
$22.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 0.85% |
$25.7K - $30.3K
|
31.2K
$3.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6- 0.27% |
$588 - $695
|
2.25K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.15K- 4.92% |
$113K - $133K
|
22.2K
$2.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-54- 1.17% |
$5.29K - $6.25K
|
4.55K
$510K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100+ 13.19% |
$9.81K - $11.6K
|
858
$96.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
409+ 13.12% |
$40.1K - $47.4K
|
3.53K
$396K
|
|
|
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
$2.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.82K- 3.94% |
$178K - $210K
|
44.3K
$4.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.13K
$239K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
101+ 0.08% |
$9.9K - $11.7K
|
133K
$15M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
22+ 0.05% |
$2.16K - $2.55K
|
43.9K
$4.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1- 0.04% |
$98.1 - $116
|
2.49K
$279K
|
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-19.6K- 55.35% |
$1.92M - $2.27M
|
15.8K
$1.77M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.57% |
$1.27K - $1.51K
|
2.29K
$257K
|
|
| 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
$1.31M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.96% |
$101 - $120
|
52
$5.83K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-23.5K- 73.72% |
$2.37M - $2.82M
|
8.37K
$939K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.22K- 8.14% |
$123K - $146K
|
13.7K
$1.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10+ 0.36% |
$1.01K - $1.2K
|
2.82K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.25K- 53.9% |
$227K - $270K
|
1.92K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
69.8KNew |
$7.04M - $8.38M
|
69.8K
$7.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.14K+ 18.71% |
$115K - $137K
|
7.21K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 1.35% |
$199K - $237K
|
144K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
PUT |
-1.4K- 45.16% |
$141K - $168K
|
1.7K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Samson Rock Capital LLP
|
BUY
|
- |
10.4KNew |
$1.05M - $1.25M
|
10.4K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
209K+ 26.51% |
$21.1M - $25.1M
|
997K
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
1.9KNew |
$192K - $228K
|
1.9K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.04K+ 105.33% |
$710K - $846K
|
13.7K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.63K- 5.2% |
$164K - $196K
|
29.7K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 44.84% |
$3.62M - $4.31M
|
116K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
88.2KNew |
$8.9M - $10.6M
|
88.2K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Angelo Gordon & Co., L.P.
New York, NY |
BUY
|
PUT |
21KNew |
$2.12M - $2.52M
|
21K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
30.2KNew |
$3.05M - $3.63M
|
30.2K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-82.1K- 97.39% |
$8.29M - $9.87M
|
2.2K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
100KNew |
$10.1M - $12M
|
100K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
1KNew |
$101K - $120K
|
1K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
6.73KNew |
$680K - $809K
|
6.73K
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-175- 9.05% |
$17.7K - $21K
|
1.76K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
219KNew |
$22.1M - $26.3M
|
219K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$176K - $209K
|
1.74K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
CALL |
80KNew |
$8.07M - $9.62M
|
80K
$8.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
17KNew |
$1.72M - $2.04M
|
17K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.11K- 3.17% |
$616K - $734K
|
187K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.94KNew |
$196K - $233K
|
1.94K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-147- 11.72% |
$14.8K - $17.7K
|
1.11K
$124K
|
|