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 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
747+ 3.51% |
$74.6K - $88.9K
|
22.1K
$2.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-133- 1.92% |
$13.3K - $15.8K
|
6.8K
$762K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-5.25K- 5.83% |
$525K - $625K
|
84.8K
$9.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-403- 0.47% |
$40.3K - $48K
|
84.7K
$9.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
603+ 0.3% |
$60.3K - $71.8K
|
201K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
400+ 10.22% |
$40K - $47.6K
|
4.31K
$484K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-166- 4.49% |
$16.6K - $19.8K
|
3.53K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
389K+ 18.31% |
$38.9M - $46.3M
|
2.51M
$282M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.33KNew |
$533K - $635K
|
5.33K
$598K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-141- 0.13% |
$14.1K - $16.8K
|
105K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.65K+ 1.5% |
$165K - $197K
|
112K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.6K- 57.25% |
$1.96M - $2.34M
|
14.7K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-30- 0.07% |
$3K - $3.57K
|
44.8K
$5.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
BUY
|
- |
10.9K+ 19.76% |
$1.09M - $1.3M
|
66.2K
$7.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.71K+ 21.08% |
$271K - $323K
|
15.6K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
2.06KNew |
$206K - $245K
|
2.06K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-360- 35.33% |
$36K - $42.9K
|
659
$73.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.03K- 11.25% |
$403K - $479K
|
31.8K
$3.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
13+ 0.23% |
$1.3K - $1.55K
|
5.78K
$648K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
237+ 10.06% |
$23.7K - $28.2K
|
2.59K
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-572- 2.26% |
$57.2K - $68.1K
|
24.8K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-245- 1.98% |
$24.5K - $29.2K
|
12.1K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
200+ 0.54% |
$20K - $23.8K
|
37.5K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-21K- 6.72% |
$2.09M - $2.49M
|
291K
$32.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
646+ 28.89% |
$64.6K - $76.9K
|
2.88K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
77+ 0.13% |
$7.69K - $9.17K
|
57.6K
$6.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.75K- 20.39% |
$275K - $327K
|
10.7K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
555+ 17.32% |
$55.5K - $66.1K
|
3.76K
$422K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-449- 95.53% |
$44.9K - $53.4K
|
21
$2.36K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-22.2K- 11.47% |
$2.22M - $2.64M
|
171K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.1K+ 64.47% |
$2.31M - $2.75M
|
59K
$6.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.76K- 0.7% |
$176K - $210K
|
249K
$28M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25.1K+ 32.26% |
$2.51M - $2.99M
|
103K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.62K- 4.08% |
$262K - $312K
|
61.6K
$6.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
11.9K+ 9.19% |
$1.19M - $1.42M
|
142K
$15.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-58.8K- 4.32% |
$5.87M - $6.99M
|
1.3M
$146M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
926+ 5.77% |
$92.5K - $110K
|
17K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.47K- 26.23% |
$347K - $413K
|
9.76K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
14+ 0.88% |
$1.4K - $1.67K
|
1.6K
$179K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-258- 6.94% |
$25.8K - $30.7K
|
3.46K
$388K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
36+ 0.42% |
$3.6K - $4.29K
|
8.58K
$962K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
142+ 0.64% |
$14.2K - $16.9K
|
22.2K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
23+ 0.35% |
$2.3K - $2.74K
|
6.55K
$734K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.79K+ 30.56% |
$179K - $213K
|
7.65K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.2K- 1.51% |
$720K - $857K
|
470K
$52.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-34- 1.75% |
$3.4K - $4.05K
|
1.91K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 14.91% |
$454K - $540K
|
35K
$3.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-553- 0.76% |
$55.3K - $65.8K
|
71.8K
$8.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.55K+ 13.96% |
$255K - $303K
|
20.8K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
187+ 0.89% |
$18.7K - $22.3K
|
21.2K
$2.38M
|