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 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-24- 0.33% |
$2.4K - $2.86K
|
7.24K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
50+ 2.34% |
$5K - $5.95K
|
2.19K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.64K+ 7.33% |
$164K - $195K
|
24K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-252- 0.51% |
$25.2K - $30K
|
49.3K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
679+ 0.45% |
$67.9K - $80.8K
|
152K
$17.3M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-40- 5.31% |
$4K - $4.76K
|
713
$81.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
745+ 17.52% |
$74.4K - $88.7K
|
5K
$569K
|
|
|
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
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-99- 1.75% |
$9.89K - $11.8K
|
5.55K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
28+ 0.02% |
$2.8K - $3.33K
|
124K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-702- 3.24% |
$70.2K - $83.6K
|
21K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.65% |
$7.99K - $9.52K
|
12.3K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-47.5K- 47.92% |
$4.75M - $5.66M
|
51.7K
$5.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.21K+ 9.75% |
$121K - $144K
|
13.6K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-73- 2.48% |
$7.29K - $8.69K
|
2.88K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$99.9 - $119
|
2.04K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.21% |
$6.5K - $7.74K
|
31.6K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 0.2% |
$2.1K - $2.5K
|
10.6K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
700+ 17.9% |
$70K - $83.3K
|
4.61K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.13K- 1.2% |
$213K - $254K
|
175K
$19.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.64K+ 8.5% |
$264K - $314K
|
33.7K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
83+ 1.61% |
$8.29K - $9.88K
|
5.24K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-657- 21.58% |
$65.7K - $78.2K
|
2.39K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-60- 1.17% |
$6K - $7.14K
|
5.08K
$578K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-140- 4.87% |
$14K - $16.7K
|
2.74K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-13.6K- 7.96% |
$1.36M - $1.62M
|
157K
$17.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-240- 3.73% |
$24K - $28.6K
|
6.2K
$706K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
849+ 9.5% |
$84.8K - $101K
|
9.79K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
670+ 20.79% |
$67K - $79.8K
|
3.89K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.02K- 14.3% |
$202K - $241K
|
12.1K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
243+ 0.96% |
$24.3K - $28.9K
|
25.4K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-1.03K- 1.83% |
$103K - $123K
|
55.3K
$6.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1- 0.02% |
$99.9 - $119
|
6.5K
$740K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-900- 5.69% |
$89.9K - $107K
|
14.9K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-122- 0.67% |
$12.2K - $14.5K
|
18.1K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-3- 0.03% |
$300 - $357
|
10.7K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-61- 0.24% |
$6.1K - $7.26K
|
25.7K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.8K+ 108.42% |
$1.68M - $2M
|
32.3K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.19K- 22.45% |
$718K - $856K
|
24.8K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-243- 2.13% |
$24.3K - $28.9K
|
11.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-46- 0.32% |
$4.6K - $5.48K
|
14.1K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.33K+ 5.58% |
$133K - $158K
|
25.2K
$2.87M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-53.7K- 84.13% |
$5.36M - $6.39M
|
10.1K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.46K+ 17.04% |
$146K - $174K
|
10K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
190+ 0.76% |
$19K - $22.6K
|
25.3K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.92K+ 13.47% |
$392K - $467K
|
33K
$3.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.24K+ 3.87% |
$524K - $624K
|
141K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-113- 1.18% |
$11.3K - $13.5K
|
9.45K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-3.15K- 8.7% |
$315K - $375K
|
33.1K
$3.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.33K- 1.55% |
$133K - $158K
|
84.4K
$9.6M
|