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 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-394- 5.28% |
$41.5K - $46.9K
|
7.07K
$790K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.45% |
$211 - $238
|
448
$50K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.79K- 35.37% |
$294K - $332K
|
5.1K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.2K+ 4.22% |
$443K - $500K
|
104K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
96.6K+ 480.56% |
$10.2M - $11.5M
|
117K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.95KNew |
$205K - $232K
|
1.95K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
666New |
$70.2K - $79.2K
|
666
$74.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-34- 0.76% |
$3.58K - $4.04K
|
4.47K
$499K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.55K+ 1.95% |
$163K - $184K
|
81K
$9.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
92+ 4.47% |
$9.7K - $10.9K
|
2.15K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
3.55K+ 1.04% |
$375K - $423K
|
347K
$38.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-69.8K- 90.58% |
$7.36M - $8.3M
|
7.26K
$810K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
30+ 0.22% |
$3.16K - $3.57K
|
13.5K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-850- 7.0% |
$89.6K - $101K
|
11.3K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
4.75K+ 13.28% |
$501K - $565K
|
40.5K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.64K+ 53.28% |
$489K - $552K
|
13.4K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
97.7K+ 8.55% |
$10.3M - $11.6M
|
1.24M
$139M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.1K+ 76.17% |
$1.69M - $1.91M
|
37.1K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-211K- 86.42% |
$22.2M - $25.1M
|
33.1K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
185+ 2.04% |
$19.5K - $22K
|
9.27K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.3K+ 2.02% |
$137K - $155K
|
65.8K
$7.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.55K- 6.17% |
$901K - $1.02M
|
130K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-164- 2.34% |
$17.3K - $19.5K
|
6.85K
$765K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.33K+ 3.04% |
$140K - $158K
|
45K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.11% |
$316 - $357
|
2.82K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-19.5K- 24.97% |
$2.05M - $2.31M
|
58.5K
$6.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
64+ 0.04% |
$6.75K - $7.61K
|
154K
$17.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-72.6K- 0.71% |
$7.65M - $8.63M
|
10.1M
$1.13B
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-10K- 2.69% |
$1.05M - $1.19M
|
361K
$40.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-38.1K- 80.9% |
$4.02M - $4.53M
|
8.99K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.22K+ 18.24% |
$656K - $740K
|
40.3K
$4.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
990+ 2.21% |
$104K - $118K
|
45.9K
$5.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
180+ 1.55% |
$19K - $21.4K
|
11.8K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
1.84KNew |
$194K - $219K
|
1.84K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4- 0.04% |
$422 - $476
|
9.6K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-127- 0.76% |
$13.4K - $15.1K
|
16.6K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52+ 1.8% |
$5.48K - $6.18K
|
2.95K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-93- 0.11% |
$9.81K - $11.1K
|
85.1K
$9.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-438- 0.21% |
$46.2K - $52.1K
|
205K
$22.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
112+ 5.16% |
$11.8K - $13.3K
|
2.28K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10.1K+ 203.28% |
$1.07M - $1.2M
|
15.1K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-195K- 5.03% |
$20.5M - $23.1M
|
3.67M
$410M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.06K- 0.35% |
$322K - $364K
|
866K
$96.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-1.71K- 9.09% |
$180K - $203K
|
17.1K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-52- 0.31% |
$5.48K - $6.18K
|
16.7K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-756- 12.15% |
$79.7K - $89.9K
|
5.47K
$610K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.15K+ 5.66% |
$332K - $375K
|
58.8K
$6.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
216+ 6.02% |
$22.8K - $25.7K
|
3.8K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
19+ 0.9% |
$2K - $2.26K
|
2.12K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.81K- 45.12% |
$401K - $453K
|
4.63K
$517K
|