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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 45.73% |
$198K - $215K
|
2.14K
$257K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.12K- 1.78% |
$781K - $847K
|
392K
$47M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.73K+ 0.54% |
$1.07M - $1.16M
|
1.8M
$216M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-106- 0.42% |
$11.6K - $12.6K
|
25.2K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.54K+ 22.4% |
$388K - $421K
|
19.3K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
389+ 9.82% |
$42.7K - $46.3K
|
4.35K
$522K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.33K+ 8.26% |
$695K - $754K
|
82.9K
$9.95M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-358- 4.33% |
$39.3K - $42.6K
|
7.91K
$949K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
501+ 4.81% |
$55K - $59.6K
|
10.9K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
126+ 1.81% |
$13.8K - $15K
|
7.08K
$849K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.81% |
$216K - $234K
|
72.2K
$8.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-294- 0.99% |
$32.3K - $35K
|
29.3K
$3.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
379+ 1.88% |
$41.6K - $45.1K
|
20.6K
$2.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.37K- 2.24% |
$150K - $163K
|
59.7K
$7.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 0.41% |
$5.49K - $5.95K
|
12.3K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.71KNew |
$188K - $203K
|
1.71K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
445+ 11.41% |
$48.8K - $53K
|
4.35K
$521K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
58+ 0.2% |
$6.36K - $6.9K
|
28.4K
$3.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
45.7K+ 217.54% |
$5.02M - $5.44M
|
66.8K
$8.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31.6K- 44.13% |
$3.46M - $3.76M
|
40K
$4.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-419- 8.29% |
$46K - $49.9K
|
4.63K
$556K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
197+ 4.54% |
$21.6K - $23.4K
|
4.53K
$544K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
413+ 10.88% |
$45.3K - $49.1K
|
4.21K
$505K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.06K+ 6.46% |
$555K - $602K
|
83.4K
$10M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.11K- 1.67% |
$341K - $369K
|
183K
$22M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.2K- 4.76% |
$132K - $143K
|
24K
$2.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
36.1KNew |
$3.96M - $4.3M
|
36.1K
$4.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.96K+ 122.61% |
$215K - $234K
|
3.56K
$428K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.29KNew |
$141K - $153K
|
1.29K
$154K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.73KNew |
$848K - $920K
|
7.73K
$927K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 12.32% |
$307K - $332K
|
25.5K
$3.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.01K+ 9.46% |
$110K - $120K
|
11.6K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.41K- 4.34% |
$265K - $287K
|
53.2K
$6.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
623+ 1.7% |
$68.4K - $74.1K
|
37.2K
$4.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-62- 0.43% |
$6.8K - $7.38K
|
14.4K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15.7K- 1.7% |
$1.73M - $1.87M
|
912K
$109M
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-4.78K- 1.09% |
$525K - $569K
|
434K
$52.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.41K- 15.62% |
$265K - $287K
|
13K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.17K+ 6.37% |
$457K - $496K
|
69.7K
$8.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.56K- 0.36% |
$171K - $185K
|
434K
$52.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.67K- 9.16% |
$293K - $318K
|
26.5K
$3.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 3.43% |
$411K - $445K
|
113K
$13.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
23KNew |
$2.53M - $2.74M
|
23K
$2.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-38- 0.26% |
$4.17K - $4.52K
|
14.8K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 0.07% |
$1.32K - $1.43K
|
17.4K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.79KNew |
$196K - $212K
|
1.79K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-190- 0.9% |
$20.8K - $22.6K
|
20.9K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-277- 4.99% |
$30.4K - $33K
|
5.28K
$633K
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-545- 23.29% |
$59.8K - $64.9K
|
1.8K
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
435+ 0.92% |
$47.7K - $51.8K
|
47.8K
$5.73M
|