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 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.5K- 6.14% |
$264K - $298K
|
38.3K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.33K- 3.67% |
$140K - $158K
|
34.8K
$3.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
38+ 0.47% |
$4.01K - $4.52K
|
8.2K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-11.1K- 7.47% |
$1.17M - $1.32M
|
138K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.11K+ 7.13% |
$117K - $131K
|
16.6K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
276+ 0.93% |
$29.1K - $32.8K
|
30K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
102+ 2.54% |
$10.8K - $12.1K
|
4.11K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2- 0.08% |
$211 - $238
|
2.42K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-12- 0.48% |
$1.27K - $1.43K
|
2.5K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$738 - $833
|
1.37K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.92% |
$422 - $476
|
440
$49.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.69KNew |
$178K - $201K
|
1.69K
$188K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.87KNew |
$197K - $222K
|
1.87K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.89K+ 2.02% |
$515K - $581K
|
247K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.25% |
$7.28K - $8.21K
|
28.1K
$3.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-616- 0.45% |
$65K - $73.3K
|
137K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.56K+ 1.91% |
$165K - $186K
|
83.3K
$9.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.56K+ 695.54% |
$164K - $185K
|
1.78K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
460+ 59.82% |
$48.5K - $54.7K
|
1.23K
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
45+ 2.37% |
$4.74K - $5.35K
|
1.95K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
907+ 4.41% |
$95.6K - $108K
|
21.5K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
465+ 20.96% |
$49K - $55.3K
|
2.68K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-99- 1.44% |
$10.4K - $11.8K
|
6.77K
$756K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-987- 0.4% |
$104K - $117K
|
245K
$27.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
124+ 1.0% |
$13.1K - $14.7K
|
12.5K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.26K- 0.62% |
$449K - $507K
|
681K
$76M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-1.78K- 10.73% |
$187K - $211K
|
14.8K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-670- 2.97% |
$70.6K - $79.7K
|
21.9K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.28KNew |
$241K - $271K
|
2.28K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.1K+ 161.57% |
$2.44M - $2.75M
|
37.5K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-78- 0.33% |
$8.22K - $9.28K
|
23.3K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.28K+ 1.32% |
$240K - $271K
|
174K
$19.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-23- 0.27% |
$2.43K - $2.74K
|
8.53K
$952K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.46K+ 2.4% |
$259K - $292K
|
105K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6+ 0.03% |
$633 - $714
|
22.6K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
152+ 2.15% |
$16K - $18.1K
|
7.22K
$806K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
13.8K+ 44.55% |
$1.45M - $1.64M
|
44.7K
$4.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
42+ 0.74% |
$4.43K - $5K
|
5.68K
$635K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-28- 0.29% |
$2.95K - $3.33K
|
9.7K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
391+ 4.59% |
$41.2K - $46.5K
|
8.91K
$995K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
130+ 3.45% |
$13.7K - $15.5K
|
3.9K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$844 - $951
|
7.17K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-148- 2.44% |
$15.6K - $17.6K
|
5.91K
$660K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$193K - $218K
|
1.83K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
39+ 0.87% |
$4.11K - $4.64K
|
4.51K
$503K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.05% |
$527 - $595
|
9.85K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.7K+ 19.99% |
$179K - $202K
|
10.2K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
230+ 1.42% |
$24.3K - $27.4K
|
16.4K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.84KNew |
$194K - $219K
|
1.84K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.17% |
$2.11K - $2.38K
|
11.5K
$1.29M
|