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 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-125- 3.6% |
$13.2K - $15.7K
|
3.35K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.15K+ 7.59% |
$332K - $394K
|
44.6K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
377+ 2.55% |
$39.8K - $47.3K
|
15.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7.24KNew |
$764K - $908K
|
7.24K
$774K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.04K- 10.23% |
$109K - $130K
|
9.1K
$972K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-16- 0.58% |
$1.69K - $2.01K
|
2.75K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-59- 0.05% |
$6.23K - $7.4K
|
113K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
12.6KNew |
$1.33M - $1.58M
|
12.6K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.41K- 25.83% |
$676K - $803K
|
18.4K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32.7K- 22.76% |
$3.45M - $4.1M
|
111K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.28K+ 2.34% |
$346K - $411K
|
143K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-114- 0.11% |
$12K - $14.3K
|
104K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-218K- 5.35% |
$23M - $27.4M
|
3.87M
$413M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-77.5K- 3.08% |
$8.18M - $9.72M
|
2.44M
$261M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
500KNew |
$52.8M - $62.7M
|
500K
$53.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-7.5K- 3.42% |
$791K - $940K
|
212K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
17.1K+ 9.4% |
$1.81M - $2.15M
|
199K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.31K+ 4.72% |
$244K - $290K
|
51.2K
$5.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
226+ 8.47% |
$23.8K - $28.3K
|
2.89K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.43K- 7.18% |
$573K - $681K
|
70.2K
$7.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-925- 7.42% |
$97.6K - $116K
|
11.5K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
318+ 17.15% |
$33.6K - $39.9K
|
2.17K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
951+ 0.8% |
$100K - $119K
|
119K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-953- 6.0% |
$101K - $119K
|
14.9K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.14KNew |
$436K - $518K
|
4.14K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
79+ 0.17% |
$8.34K - $9.9K
|
46.9K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-95.4K- 1.21% |
$10.1M - $12M
|
7.82M
$835M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-246- 1.65% |
$26K - $30.8K
|
14.6K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-383- 3.64% |
$40.4K - $48K
|
10.1K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
7.68KNew |
$811K - $963K
|
7.68K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-13- 0.03% |
$1.37K - $1.63K
|
37.5K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
497+ 4.44% |
$52.4K - $62.3K
|
11.7K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
117+ 1.44% |
$12.3K - $14.7K
|
8.26K
$883K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.99K+ 7.5% |
$210K - $250K
|
28.5K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
155+ 0.75% |
$16.4K - $19.4K
|
20.8K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
153+ 3.64% |
$16.1K - $19.2K
|
4.35K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-109- 1.56% |
$11.5K - $13.7K
|
6.88K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-246- 1.39% |
$26K - $30.8K
|
17.4K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.59KNew |
$273K - $324K
|
2.59K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
93+ 1.1% |
$9.81K - $11.7K
|
8.58K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-311- 0.28% |
$32.8K - $39K
|
111K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-333- 1.66% |
$35.1K - $41.7K
|
19.7K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
253+ 5.74% |
$26.7K - $31.7K
|
4.66K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.68K- 1.71% |
$177K - $210K
|
96.1K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.3K- 4.01% |
$137K - $163K
|
31K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-125- 1.16% |
$13.2K - $15.7K
|
10.6K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 0.96% |
$2.74K - $3.26K
|
2.73K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-852K- 89.78% |
$89.9M - $107M
|
97K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.74K- 21.81% |
$395K - $469K
|
13.4K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-592- 12.06% |
$62.5K - $74.2K
|
4.32K
$461K
|