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 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-79- 0.74% |
$7.89K - $9.4K
|
10.5K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.82K+ 3.65% |
$382K - $455K
|
108K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-146- 1.74% |
$14.6K - $17.4K
|
8.26K
$926K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
75+ 2.97% |
$7.49K - $8.93K
|
2.6K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
261+ 5.29% |
$26.1K - $31.1K
|
5.19K
$582K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.01K+ 16.58% |
$100K - $120K
|
7.07K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.5K+ 5.38% |
$149K - $178K
|
29.3K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.13K- 59.0% |
$612K - $729K
|
4.26K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-509- 75.74% |
$50.9K - $60.6K
|
163
$18.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-78- 0.48% |
$7.79K - $9.29K
|
16.3K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.92K+ 216.86% |
$792K - $943K
|
11.6K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
21.8K+ 3.05% |
$2.18M - $2.6M
|
737K
$82.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-469- 1.34% |
$46.9K - $55.8K
|
34.5K
$3.87M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-52- 0.34% |
$5.2K - $6.19K
|
15.1K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-641- 1.16% |
$64.1K - $76.3K
|
54.8K
$6.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-195- 4.69% |
$19.5K - $23.2K
|
3.96K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-11- 1.21% |
$1.1K - $1.31K
|
899
$101K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.08% |
$200 - $238
|
2.64K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 2.92% |
$177K - $211K
|
58.9K
$6.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
585+ 1.15% |
$58.5K - $69.6K
|
51.3K
$5.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
261+ 1.9% |
$26.1K - $31.1K
|
14K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.19K- 5.21% |
$119K - $142K
|
21.6K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
43+ 0.32% |
$4.3K - $5.12K
|
13.6K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
180+ 9.47% |
$18K - $21.4K
|
2.08K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.02K+ 1.88% |
$202K - $240K
|
110K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.2K+ 88.72% |
$3.32M - $3.96M
|
70.7K
$7.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.57K- 2.59% |
$357K - $425K
|
134K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.07K+ 17.27% |
$106K - $127K
|
7.23K
$811K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.28K+ 70.39% |
$528K - $628K
|
12.8K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.54K- 4.7% |
$154K - $184K
|
31.3K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-95- 6.95% |
$9.49K - $11.3K
|
1.27K
$143K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-225- 1.35% |
$22.5K - $26.8K
|
16.5K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
65+ 3.46% |
$6.5K - $7.74K
|
1.95K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.5K- 43.03% |
$550K - $655K
|
7.28K
$817K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.37K+ 15.51% |
$137K - $164K
|
10.2K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-143- 5.15% |
$14.3K - $17K
|
2.64K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
2.17K+ 0.83% |
$217K - $258K
|
263K
$29.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-500- 12.89% |
$50K - $59.5K
|
3.38K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.61K- 25.03% |
$460K - $548K
|
13.8K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.36K- 3.02% |
$236K - $281K
|
75.8K
$8.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
730+ 1.21% |
$72.9K - $86.9K
|
61.1K
$6.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-11.2K- 64.01% |
$1.12M - $1.33M
|
6.28K
$704K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 0.38% |
$899 - $1.07K
|
2.39K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
51.3KNew |
$5.12M - $6.1M
|
51.3K
$5.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-56.2K- 24.32% |
$5.62M - $6.69M
|
175K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.7K+ 2.8% |
$1.27M - $1.51M
|
466K
$52.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.44K- 14.57% |
$443K - $528K
|
26K
$2.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-303- 0.45% |
$30.3K - $36.1K
|
67.6K
$7.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
3.97KNew |
$397K - $473K
|
3.97K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.75K+ 3.55% |
$275K - $327K
|
80.3K
$9.01M
|