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 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.5K- 28.21% |
$158K - $179K
|
3.82K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.4K- 61.42% |
$1.62M - $1.83M
|
9.66K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-52- 0.84% |
$5.48K - $6.18K
|
6.12K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.94KNew |
$204K - $230K
|
1.94K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$184K - $207K
|
1.74K
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
515+ 0.41% |
$54.3K - $61.2K
|
127K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.48K- 2.16% |
$156K - $176K
|
66.8K
$7.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
161+ 1.32% |
$17K - $19.1K
|
12.4K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
82+ 1.43% |
$8.65K - $9.75K
|
5.84K
$652K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
115+ 1.65% |
$12.1K - $13.7K
|
7.08K
$791K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-200- 4.47% |
$21.1K - $23.8K
|
4.27K
$477K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.76K+ 23.56% |
$396K - $447K
|
19.7K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.31K+ 8.8% |
$138K - $155K
|
16.2K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-240- 3.06% |
$25.3K - $28.5K
|
7.59K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.78KNew |
$293K - $330K
|
2.78K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-359- 0.8% |
$37.9K - $42.7K
|
44.4K
$4.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
5+ 0.24% |
$527 - $595
|
2.1K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.13K+ 5.67% |
$119K - $134K
|
21K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
95.4K+ 5.54% |
$10.1M - $11.3M
|
1.82M
$203M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.71K+ 4.2% |
$286K - $322K
|
67.2K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-461- 2.3% |
$48.6K - $54.8K
|
19.6K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-18.3K- 0.75% |
$1.93M - $2.18M
|
2.42M
$270M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
21+ 0.22% |
$2.21K - $2.5K
|
9.54K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-270- 20.13% |
$28.5K - $32.1K
|
1.07K
$120K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
4.68K+ 15.97% |
$493K - $557K
|
34K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.53K- 33.69% |
$161K - $182K
|
3.01K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
584+ 6.22% |
$61.6K - $69.5K
|
9.98K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
3+ 0.03% |
$316 - $357
|
11.2K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12K+ 14.2% |
$1.27M - $1.43M
|
96.5K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.2% |
$10.5K - $11.9K
|
50.7K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
72+ 0.61% |
$7.59K - $8.56K
|
11.9K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-32.2K- 34.1% |
$3.39M - $3.82M
|
62.2K
$6.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-45.1K- 33.74% |
$4.76M - $5.37M
|
88.7K
$9.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.77KNew |
$186K - $210K
|
1.77K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 2.15% |
$10.5K - $11.9K
|
4.74K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 3.85% |
$112K - $126K
|
28.6K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
31+ 0.91% |
$3.27K - $3.69K
|
3.45K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1.73K- 15.35% |
$183K - $206K
|
9.55K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16+ 0.08% |
$1.69K - $1.9K
|
19.4K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-158- 5.18% |
$16.7K - $18.8K
|
2.89K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
30+ 0.57% |
$3.16K - $3.57K
|
5.31K
$592K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
2.03K+ 8.64% |
$214K - $241K
|
25.5K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
605+ 27.07% |
$63.8K - $72K
|
2.84K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-6.41K- 1.74% |
$676K - $762K
|
362K
$40.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
205K+ 204.69% |
$21.6M - $24.4M
|
305K
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-475- 0.65% |
$50.1K - $56.5K
|
72.4K
$8.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-550- 0.73% |
$58K - $65.4K
|
74.9K
$8.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-80.2K- 5.59% |
$8.46M - $9.54M
|
1.35M
$151M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.88KNew |
$199K - $224K
|
1.88K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-256- 1.83% |
$27K - $30.4K
|
13.7K
$1.53M
|