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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.67K+ 3.81% |
$167K - $199K
|
45.6K
$5.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-9- 0.1% |
$899 - $1.07K
|
9.05K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.54K+ 9.49% |
$254K - $303K
|
29.3K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-302- 7.77% |
$30.2K - $36K
|
3.59K
$402K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.5K- 9.97% |
$150K - $178K
|
13.5K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-491- 0.66% |
$49.1K - $58.4K
|
74.3K
$8.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$500 - $595
|
4.69K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
230+ 0.56% |
$23K - $27.4K
|
41.1K
$4.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.92% |
$227K - $270K
|
43.8K
$4.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.76KNew |
$276K - $328K
|
2.76K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.3K+ 25.24% |
$130K - $155K
|
6.45K
$723K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.23KNew |
$222K - $265K
|
2.23K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-11.7K- 84.67% |
$1.17M - $1.4M
|
2.13K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-138- 4.89% |
$13.8K - $16.4K
|
2.68K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
78+ 0.58% |
$7.79K - $9.29K
|
13.5K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.45K- 25.8% |
$145K - $173K
|
4.17K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-912- 1.17% |
$91.1K - $109K
|
77.1K
$8.65M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.95K- 9.57% |
$595K - $708K
|
56.2K
$6.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-499- 10.07% |
$49.9K - $59.4K
|
4.46K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-49- 0.12% |
$4.9K - $5.83K
|
41.7K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-13- 0.32% |
$1.3K - $1.55K
|
4.09K
$458K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
600+ 2.83% |
$60K - $71.4K
|
21.8K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
147K+ 21.17% |
$14.6M - $17.4M
|
838K
$94M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.83KNew |
$183K - $218K
|
1.83K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
113+ 2.83% |
$11.3K - $13.5K
|
4.11K
$461K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
222+ 2.15% |
$22.2K - $26.4K
|
10.5K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.44K+ 20.25% |
$244K - $291K
|
14.5K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-23.9K- 4.61% |
$2.39M - $2.84M
|
494K
$55.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2- 0.06% |
$200 - $238
|
3.1K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
293+ 5.88% |
$29.3K - $34.9K
|
5.27K
$591K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.16K+ 5.77% |
$116K - $138K
|
21.3K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-4K- 4.08% |
$400K - $476K
|
94K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-4.03K- 9.67% |
$403K - $480K
|
37.7K
$4.22M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-169- 0.16% |
$16.9K - $20.1K
|
107K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
104+ 0.57% |
$10.4K - $12.4K
|
18.2K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-221- 4.41% |
$22.1K - $26.3K
|
4.79K
$537K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 0.47% |
$4.6K - $5.48K
|
9.81K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-98- 4.48% |
$9.79K - $11.7K
|
2.09K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 5.71% |
$273K - $325K
|
50.6K
$5.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
13+ 0.18% |
$1.3K - $1.55K
|
7.43K
$834K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
372+ 0.89% |
$37.2K - $44.3K
|
42.4K
$4.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-3.56K- 1.88% |
$355K - $423K
|
186K
$20.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
566+ 1.52% |
$56.6K - $67.4K
|
37.7K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.28% |
$1.7K - $2.02K
|
5.95K
$667K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-6.29K- 3.43% |
$629K - $749K
|
177K
$19.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
918+ 2.02% |
$91.7K - $109K
|
46.5K
$5.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.58K+ 22.43% |
$258K - $307K
|
14.1K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.13K+ 3.86% |
$112K - $134K
|
30.2K
$3.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
207+ 0.96% |
$20.7K - $24.6K
|
21.8K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.78K+ 3.59% |
$177K - $211K
|
51.3K
$5.75M
|