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 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.55K+ 3.36% |
$164K - $185K
|
47.8K
$5.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-664- 10.94% |
$70K - $79K
|
5.4K
$603K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.6K+ 6.91% |
$2.17M - $2.45M
|
319K
$35.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.07K+ 9.71% |
$323K - $365K
|
34.6K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.04K- 6.4% |
$109K - $123K
|
15.2K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.15K+ 34.5% |
$754K - $850K
|
27.9K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 2.66% |
$643K - $725K
|
223K
$24.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$321K - $362K
|
3.04K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.52K+ 16.4% |
$160K - $181K
|
10.8K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
153+ 6.53% |
$16.1K - $18.2K
|
2.5K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
PUT |
2MNew |
$211M - $238M
|
2M
$223M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
614+ 8.72% |
$64.7K - $73K
|
7.65K
$855K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-102- 1.0% |
$10.8K - $12.1K
|
10.1K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
995+ 4.62% |
$105K - $118K
|
22.5K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 26.84% |
$270K - $304K
|
6.97K
$779K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.76KNew |
$608K - $685K
|
5.76K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-607- 1.24% |
$64K - $72.2K
|
48.5K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-387- 9.13% |
$40.8K - $46K
|
3.85K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-93- 1.33% |
$9.81K - $11.1K
|
6.92K
$772K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-137- 0.66% |
$14.4K - $16.3K
|
20.7K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.85KNew |
$195K - $220K
|
1.85K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
946+ 7.58% |
$99.7K - $113K
|
13.4K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-12K- 1.01% |
$1.27M - $1.43M
|
1.18M
$132M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 2.58% |
$111K - $125K
|
41.7K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
20+ 0.08% |
$2.11K - $2.38K
|
25.8K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-131- 2.07% |
$13.8K - $15.6K
|
6.18K
$691K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
541+ 6.84% |
$57K - $64.3K
|
8.45K
$944K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-750- 8.28% |
$79.1K - $89.2K
|
8.31K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
763+ 7.78% |
$80.5K - $90.7K
|
10.6K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.13K+ 7.76% |
$224K - $253K
|
29.5K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.2K+ 0.82% |
$126K - $142K
|
148K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-5.45K- 3.49% |
$575K - $649K
|
151K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-811- 19.25% |
$85.5K - $96.5K
|
3.4K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.14K+ 26.63% |
$859K - $968K
|
38.7K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
644+ 0.11% |
$67.9K - $76.6K
|
586K
$65.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.19K+ 7.12% |
$231K - $261K
|
33K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-204- 5.01% |
$21.5K - $24.3K
|
3.87K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.64K+ 5.4% |
$489K - $551K
|
90.5K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-378- 7.16% |
$39.9K - $45K
|
4.91K
$548K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
274+ 4.0% |
$28.9K - $32.6K
|
7.13K
$796K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.54K+ 92.48% |
$478K - $540K
|
9.45K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.25K+ 23.09% |
$764K - $862K
|
38.6K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
309+ 2.52% |
$32.6K - $36.7K
|
12.6K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-186- 3.13% |
$19.6K - $22.1K
|
5.76K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.31K+ 12.18% |
$243K - $274K
|
21.3K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.87K- 26.05% |
$619K - $698K
|
16.7K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.81KNew |
$191K - $216K
|
1.81K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.2K+ 19.52% |
$3.5M - $3.94M
|
203K
$22.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.35K- 1.38% |
$565K - $637K
|
382K
$42.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-7.55K- 6.25% |
$796K - $898K
|
113K
$12.6M
|