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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.48K- 3.38% |
$156K - $176K
|
42.2K
$5.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
30+ 0.06% |
$3.16K - $3.57K
|
49.9K
$5.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$105 - $119
|
760
$90.4K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$180K - $203K
|
27.8K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.36K- 1.0% |
$144K - $162K
|
135K
$16.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.6% |
$10.5K - $11.9K
|
16.9K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-394- 13.9% |
$41.5K - $46.9K
|
2.44K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
100New |
$10.5K - $11.9K
|
100
$11.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
173+ 0.56% |
$18.2K - $20.6K
|
31.2K
$3.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.62% |
$4.01K - $4.52K
|
6.13K
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-91- 0.29% |
$9.6K - $10.8K
|
31.1K
$3.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.73KNew |
$182K - $205K
|
1.73K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.6K- 0.57% |
$169K - $191K
|
278K
$33.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
118+ 1.41% |
$12.4K - $14K
|
8.46K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.19K+ 3.98% |
$231K - $260K
|
57.2K
$6.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 35.74% |
$125K - $141K
|
4.51K
$537K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
24.8K+ 12.26% |
$2.62M - $2.95M
|
227K
$27M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-52K- 25.61% |
$5.49M - $6.19M
|
151K
$18M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-944- 1.24% |
$99.5K - $112K
|
74.9K
$8.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.34K- 36.08% |
$352K - $397K
|
5.92K
$704K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-4.75K- 25.59% |
$501K - $565K
|
13.8K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
882+ 4.47% |
$93K - $105K
|
20.6K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-40- 0.25% |
$4.22K - $4.76K
|
15.8K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.23K- 2.94% |
$235K - $265K
|
73.7K
$8.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.06K- 1.74% |
$112K - $126K
|
60.1K
$7.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
166+ 2.26% |
$17.5K - $19.7K
|
7.52K
$894K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
35+ 0.88% |
$3.69K - $4.16K
|
4K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
110+ 0.58% |
$11.6K - $13.1K
|
19.1K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-625- 20.66% |
$65.9K - $74.3K
|
2.4K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-7- 0.22% |
$738 - $833
|
3.21K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
369+ 9.82% |
$38.9K - $43.9K
|
4.13K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
435+ 2.39% |
$45.9K - $51.7K
|
18.6K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-162- 8.04% |
$17.1K - $19.3K
|
1.85K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-158- 5.3% |
$16.7K - $18.8K
|
2.82K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-14- 0.13% |
$1.48K - $1.67K
|
10.7K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9.56K- 25.54% |
$1.01M - $1.14M
|
27.9K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-173- 5.93% |
$18.2K - $20.6K
|
2.74K
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-72- 3.0% |
$7.59K - $8.56K
|
2.33K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
346+ 3.67% |
$36.5K - $41.1K
|
9.76K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-3.98K- 21.9% |
$419K - $473K
|
14.2K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.83K+ 8.19% |
$509K - $574K
|
63.8K
$7.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.32KNew |
$350K - $394K
|
3.32K
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.27K+ 0.89% |
$134K - $151K
|
145K
$17.2M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.9KNew |
$2.52M - $2.85M
|
23.9K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.92KNew |
$202K - $228K
|
1.92K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-314- 0.82% |
$33.1K - $37.3K
|
37.9K
$4.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.49K- 29.42% |
$1M - $1.13M
|
22.8K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-68.4K- 5.92% |
$7.21M - $8.13M
|
1.09M
$129M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-151- 7.41% |
$15.9K - $18K
|
1.89K
$225K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.23K+ 1.34% |
$235K - $265K
|
168K
$20M
|