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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
85.2K+ 196.01% |
$8.99M - $10.1M
|
129K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.17K+ 15.28% |
$124K - $140K
|
8.86K
$989K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
50+ 1.33% |
$5.27K - $5.95K
|
3.82K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$105 - $119
|
14.6K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
208+ 15.49% |
$21.9K - $24.7K
|
1.55K
$173K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
223+ 1.49% |
$23.5K - $26.5K
|
15.1K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.56K+ 50.47% |
$165K - $186K
|
4.66K
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.87K+ 7.76% |
$197K - $223K
|
26K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-597- 7.24% |
$62.9K - $71K
|
7.65K
$854K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-472- 6.79% |
$49.8K - $56.1K
|
6.48K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-479- 0.84% |
$50.5K - $57K
|
56.6K
$6.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
817+ 1.97% |
$86.1K - $97.2K
|
42.3K
$4.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.6K+ 4.84% |
$1.12M - $1.26M
|
229K
$25.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.29K+ 68.48% |
$241K - $272K
|
5.63K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-6.54K- 0.95% |
$689K - $778K
|
685K
$76.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.44K- 28.65% |
$573K - $647K
|
13.5K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
93+ 0.4% |
$9.81K - $11.1K
|
23.3K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.6K- 8.3% |
$2.49M - $2.81M
|
261K
$29.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-196- 2.53% |
$20.7K - $23.3K
|
7.56K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-16.9K- 79.74% |
$1.78M - $2.01M
|
4.3K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-500- 10.34% |
$52.7K - $59.5K
|
4.33K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
112+ 0.78% |
$11.8K - $13.3K
|
14.4K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.87K- 5.08% |
$197K - $223K
|
35K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
11.4K+ 23.32% |
$1.2M - $1.36M
|
60.4K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-578- 1.15% |
$60.9K - $68.7K
|
49.5K
$5.53M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-594- 1.25% |
$62.6K - $70.6K
|
47.1K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.35K- 12.55% |
$669K - $755K
|
44.2K
$4.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.81K+ 27.93% |
$191K - $215K
|
8.29K
$926K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
899+ 1.88% |
$94.8K - $107K
|
48.7K
$5.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.29K- 4.45% |
$241K - $272K
|
49.2K
$5.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.72K- 6.5% |
$181K - $204K
|
24.7K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
182+ 1.46% |
$19.2K - $21.6K
|
12.6K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-985- 6.33% |
$104K - $117K
|
14.6K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.45K- 4.9% |
$574K - $648K
|
106K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-9.64K- 79.75% |
$1.02M - $1.15M
|
2.45K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.41K- 20.92% |
$148K - $167K
|
5.32K
$594K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.65KNew |
$174K - $196K
|
1.65K
$184K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-110- 1.54% |
$11.6K - $13.1K
|
7.06K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
319+ 23.35% |
$33.6K - $37.9K
|
1.69K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
488+ 2.53% |
$51.5K - $58K
|
19.8K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
711+ 2.65% |
$75K - $84.6K
|
27.5K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
11K+ 52.61% |
$1.16M - $1.31M
|
31.9K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-22.1K- 1.49% |
$2.33M - $2.63M
|
1.46M
$163M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-594- 8.9% |
$62.6K - $70.6K
|
6.08K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
121+ 0.78% |
$12.8K - $14.4K
|
15.7K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
69+ 2.55% |
$7.28K - $8.21K
|
2.78K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-8.7K- 9.45% |
$917K - $1.03M
|
83.3K
$9.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.16K- 2.0% |
$228K - $257K
|
106K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-174- 7.82% |
$18.3K - $20.7K
|
2.05K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-144- 0.41% |
$15.2K - $17.1K
|
35K
$3.91M
|