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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.74KNew |
$183K - $206K
|
1.74K
$195K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
66+ 3.29% |
$6.96K - $7.85K
|
2.07K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-551- 3.35% |
$58.1K - $65.5K
|
15.9K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
519+ 3.02% |
$54.7K - $61.7K
|
17.7K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
18+ 0.55% |
$1.9K - $2.14K
|
3.26K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-355- 4.98% |
$37.4K - $42.2K
|
6.77K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-152- 3.33% |
$16K - $18.1K
|
4.42K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.92KNew |
$414K - $466K
|
3.92K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.96K- 63.52% |
$312K - $352K
|
1.7K
$190K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
576+ 11.94% |
$60.7K - $68.5K
|
5.4K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-109- 0.86% |
$11.5K - $13K
|
12.6K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
15+ 0.28% |
$1.58K - $1.78K
|
5.37K
$603K
|
|
|
May 07, 2025
Q1 2025
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-548- 9.39% |
$57.8K - $65.2K
|
5.29K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33+ 0.05% |
$3.48K - $3.92K
|
63.6K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
29+ 1.52% |
$3.06K - $3.45K
|
1.93K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
449+ 7.4% |
$47.3K - $53.4K
|
6.52K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-524- 1.32% |
$55.3K - $62.3K
|
39.1K
$4.39M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 2.58% |
$195K - $219K
|
69.5K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-2.01K- 31.28% |
$212K - $240K
|
4.42K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95K- 99.16% |
$311K - $351K
|
25
$2.8K
|
|
|
May 07, 2025
Q1 2025
|
Perkins Capital Management Inc
|
BUY
|
- |
1.69KNew |
$179K - $201K
|
1.69K
$190K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
695+ 10.38% |
$73.3K - $82.7K
|
7.39K
$829K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
173+ 3.14% |
$18.2K - $20.6K
|
5.68K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-750- 3.81% |
$79.1K - $89.2K
|
18.9K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-27K- 95.6% |
$2.85M - $3.21M
|
1.25K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.71KNew |
$181K - $204K
|
1.71K
$192K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-933- 3.69% |
$98.4K - $111K
|
24.4K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
23.9K+ 191.2% |
$2.52M - $2.84M
|
36.4K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-299- 4.2% |
$31.5K - $35.6K
|
6.82K
$765K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
529+ 1.0% |
$55.8K - $62.9K
|
53.4K
$5.98M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-157- 4.69% |
$16.6K - $18.7K
|
3.19K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 0.41% |
$316 - $357
|
742
$83.2K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.2KNew |
$865K - $975K
|
8.2K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-5.99K- 52.53% |
$631K - $712K
|
5.41K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12+ 0.64% |
$1.27K - $1.43K
|
1.89K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
4.18K+ 153.15% |
$441K - $497K
|
6.91K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.53KNew |
$267K - $301K
|
2.53K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.9KNew |
$200K - $226K
|
1.9K
$213K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-4- 0.07% |
$422 - $476
|
5.93K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.83% |
$949 - $1.07K
|
1.1K
$123K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
296+ 12.69% |
$31.2K - $35.2K
|
2.63K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10+ 0.19% |
$1.05K - $1.19K
|
5.35K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$181K - $204K
|
1.71K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-45.3K- 66.91% |
$4.78M - $5.39M
|
22.4K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.35K+ 101.52% |
$353K - $398K
|
6.65K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-40- 1.68% |
$4.22K - $4.76K
|
2.34K
$263K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.73K+ 4.87% |
$182K - $206K
|
37.3K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-927- 6.18% |
$97.7K - $110K
|
14.1K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.22K- 3.76% |
$234K - $264K
|
56.9K
$6.39M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-37.5K- 52.17% |
$3.95M - $4.46M
|
34.4K
$3.85M
|