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 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.7% |
$4.22K - $4.76K
|
5.73K
$640K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
158+ 2.72% |
$16.7K - $18.8K
|
5.97K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-7.94K- 31.81% |
$837K - $944K
|
17K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
298+ 4.75% |
$31.4K - $35.4K
|
6.57K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
329+ 6.38% |
$34.7K - $39.1K
|
5.49K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.95K- 4.67% |
$627K - $707K
|
121K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-156K- 11.34% |
$16.5M - $18.6M
|
1.22M
$136M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
209+ 2.43% |
$22K - $24.9K
|
8.82K
$985K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-329- 0.85% |
$34.7K - $39.1K
|
38.3K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.55K- 16.22% |
$164K - $185K
|
8.02K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 0.66% |
$4.43K - $5K
|
6.44K
$719K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-38- 1.67% |
$4.01K - $4.52K
|
2.24K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.6K+ 13.66% |
$1.12M - $1.26M
|
88.1K
$9.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.2KNew |
$337K - $380K
|
3.2K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-43- 0.48% |
$4.53K - $5.11K
|
8.87K
$990K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.1% |
$1.05K - $1.19K
|
10.5K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.81K+ 1.11% |
$191K - $215K
|
165K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-195- 8.91% |
$20.6K - $23.2K
|
1.99K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
556+ 3.91% |
$58.6K - $66.1K
|
14.8K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-69- 0.61% |
$7.28K - $8.21K
|
11.2K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
823+ 76.56% |
$86.8K - $97.9K
|
1.9K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-119- 1.3% |
$12.5K - $14.2K
|
9.04K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.7K- 2.76% |
$1.55M - $1.75M
|
519K
$58M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-751- 14.77% |
$79.2K - $89.3K
|
4.33K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-166- 1.28% |
$17.5K - $19.7K
|
12.8K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-607- 14.59% |
$64K - $72.2K
|
3.55K
$397K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2- 0.02% |
$211 - $238
|
8.45K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.39K+ 0.38% |
$146K - $165K
|
365K
$40.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89K+ 5.11% |
$304K - $343K
|
59.4K
$6.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-365- 10.09% |
$38.5K - $43.4K
|
3.25K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.77K+ 3.24% |
$187K - $210K
|
56.3K
$6.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.3K+ 35.39% |
$137K - $154K
|
4.95K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-96- 0.3% |
$10.1K - $11.4K
|
31.7K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.7K+ 108.4% |
$1.77M - $1.99M
|
32.2K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
107+ 3.71% |
$11.3K - $12.7K
|
2.99K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
24+ 0.9% |
$2.53K - $2.85K
|
2.69K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-94- 3.65% |
$9.91K - $11.2K
|
2.48K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.24K+ 9.88% |
$236K - $266K
|
24.9K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
157+ 5.1% |
$16.6K - $18.7K
|
3.23K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
609+ 6.0% |
$64.2K - $72.4K
|
10.8K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-154- 0.87% |
$16.2K - $18.3K
|
17.6K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
691+ 4.36% |
$72.9K - $82.2K
|
16.5K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.16% |
$1.16K - $1.31K
|
6.95K
$775K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.27% |
$10.5K - $11.9K
|
37.1K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
2.38KNew |
$251K - $283K
|
2.38K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-78- 3.56% |
$8.22K - $9.28K
|
2.12K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-185- 5.99% |
$19.5K - $22K
|
2.91K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
30+ 0.62% |
$3.16K - $3.57K
|
4.89K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.07K+ 3.35% |
$113K - $127K
|
32.9K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-23.7K- 14.74% |
$2.5M - $2.82M
|
137K
$15.3M
|