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 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
997+ 12.68% |
$105K - $119K
|
8.86K
$989K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.2K- 3.07% |
$232K - $261K
|
69.4K
$7.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.77K+ 1.76% |
$292K - $329K
|
160K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-250- 4.64% |
$26.4K - $29.7K
|
5.13K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.55% |
$2K - $2.26K
|
3.45K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.81KNew |
$190K - $215K
|
1.81K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73+ 0.46% |
$7.7K - $8.68K
|
15.9K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-458- 3.71% |
$48.3K - $54.5K
|
11.9K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
918+ 6.2% |
$96.8K - $109K
|
15.7K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.46K+ 7.94% |
$260K - $293K
|
33.5K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-889- 1.05% |
$93.7K - $106K
|
83.9K
$9.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-19- 0.74% |
$2K - $2.26K
|
2.57K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
59+ 1.42% |
$6.22K - $7.02K
|
4.23K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
656+ 1.91% |
$69.2K - $78K
|
35K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
157+ 0.07% |
$16.6K - $18.7K
|
235K
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-290- 12.03% |
$30.6K - $34.5K
|
2.12K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.02KNew |
$213K - $240K
|
2.02K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.47% |
$1.48K - $1.67K
|
3K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.2K+ 38.71% |
$127K - $143K
|
4.3K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-35- 0.36% |
$3.69K - $4.16K
|
9.67K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 3.32% |
$189K - $213K
|
52.3K
$5.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
9+ 0.09% |
$949 - $1.07K
|
9.62K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-392- 5.63% |
$41.3K - $46.6K
|
6.57K
$734K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-167- 3.66% |
$17.6K - $19.9K
|
4.4K
$491K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.16K- 15.49% |
$123K - $138K
|
6.35K
$709K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.74K- 0.65% |
$184K - $207K
|
267K
$29.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-757- 0.93% |
$79.8K - $90K
|
80.6K
$9M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.02K- 2.33% |
$108K - $122K
|
42.8K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
33+ 0.31% |
$3.48K - $3.92K
|
10.8K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.09K- 21.34% |
$115K - $130K
|
4.02K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.45K- 24.15% |
$363K - $410K
|
10.8K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-27.2K- 32.34% |
$2.87M - $3.23M
|
56.9K
$6.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
4+ 0.1% |
$422 - $476
|
4.01K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$189K - $213K
|
1.79K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
278+ 1.73% |
$29.3K - $33.1K
|
16.4K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-551- 1.78% |
$58.1K - $65.5K
|
30.5K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.5K+ 17.87% |
$1.32M - $1.49M
|
82.4K
$9.2M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
225+ 11.25% |
$23.7K - $26.8K
|
2.23K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
703K+ 5230.88% |
$74.1M - $83.6M
|
716K
$80M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
13.2K+ 29.11% |
$1.39M - $1.57M
|
58.6K
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-454- 2.95% |
$47.9K - $54K
|
14.9K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
581+ 5.82% |
$61.3K - $69.1K
|
10.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.22K- 3.19% |
$129K - $146K
|
37.1K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
266+ 2.87% |
$28K - $31.6K
|
9.55K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
120+ 2.27% |
$12.7K - $14.3K
|
5.41K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
113+ 1.69% |
$11.9K - $13.4K
|
6.79K
$758K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
214+ 4.12% |
$22.6K - $25.5K
|
5.41K
$604K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
26.2K+ 41.19% |
$2.77M - $3.12M
|
89.9K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-78.9K- 34.19% |
$8.32M - $9.38M
|
152K
$17M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-158- 0.72% |
$16.7K - $18.8K
|
21.7K
$2.42M
|