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 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.37% |
$2.13K - $2.56K
|
5.9K
$707K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-6.92K- 45.98% |
$670K - $805K
|
8.14K
$976K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-510- 13.27% |
$49.4K - $59.3K
|
3.33K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-17K- 31.05% |
$1.65M - $1.98M
|
37.8K
$4.53M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.93KNew |
$187K - $225K
|
1.93K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 0.42% |
$14.5K - $17.4K
|
35.7K
$4.28M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-552- 8.64% |
$53.4K - $64.2K
|
5.83K
$700K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3+ 0.13% |
$290 - $349
|
2.3K
$276K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
12.9KNew |
$1.24M - $1.49M
|
12.9K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
5.18KNew |
$501K - $602K
|
5.18K
$621K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-200- 1.66% |
$19.4K - $23.2K
|
11.8K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 26.32% |
$96.8K - $116K
|
2.8K
$336K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-807- 27.34% |
$78.1K - $93.8K
|
2.15K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 9.76% |
$3.48K - $4.18K
|
405
$48.6K
|
|
|
May 07, 2024
Q1 2024
|
Allen Operations LLC
|
BUY
|
- |
47.9K+ 114.05% |
$4.64M - $5.57M
|
89.9K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
1.8KNew |
$174K - $209K
|
1.8K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.63K- 5.45% |
$448K - $538K
|
80.3K
$9.64M
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
2.2KNew |
$213K - $256K
|
2.2K
$264K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 14.29% |
$48.4K - $58.1K
|
3K
$360K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
13.7K+ 261.25% |
$1.32M - $1.59M
|
18.9K
$2.27M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
837New |
$81K - $97.3K
|
837
$100K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
50New |
$4.84K - $5.81K
|
50
$6K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.5K- 18.28% |
$242K - $291K
|
11.2K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.67KNew |
$742K - $891K
|
7.67K
$920K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-3.82K- 36.71% |
$370K - $444K
|
6.58K
$790K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-648- 81.1% |
$62.7K - $75.3K
|
151
$18.1K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.61K- 10.16% |
$155K - $187K
|
14.2K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.7K- 46.11% |
$164K - $197K
|
1.99K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
18+ 0.67% |
$1.74K - $2.09K
|
2.69K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21+ 0.3% |
$2.03K - $2.44K
|
7.07K
$848K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-262- 9.41% |
$25.4K - $30.5K
|
2.52K
$303K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
18.4KNew |
$1.78M - $2.14M
|
18.4K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
500New |
$48.4K - $58.1K
|
500
$60K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-378- 0.22% |
$36.6K - $43.9K
|
168K
$20.1M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-3.28K- 84.77% |
$318K - $382K
|
590
$70.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
336+ 6.26% |
$32.5K - $39.1K
|
5.71K
$685K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
2KNew |
$194K - $232K
|
2K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
508+ 13.67% |
$49.2K - $59K
|
4.22K
$507K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-4.44K- 4.28% |
$430K - $516K
|
99.4K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-4.1K- 87.23% |
$397K - $477K
|
600
$72K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-56- 0.26% |
$5.42K - $6.51K
|
21.4K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
2KNew |
$194K - $232K
|
2K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
203+ 4.38% |
$19.7K - $23.6K
|
4.84K
$580K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornell University
New York, NY |
SELL
|
- |
-792K- 99.0% |
$76.7M - $92M
|
8K
$960K
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
3KNew |
$290K - $349K
|
3K
$360K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
200+ 5.78% |
$19.4K - $23.2K
|
3.66K
$439K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-11.9K- 64.68% |
$1.15M - $1.38M
|
6.5K
$780K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-600- 4.17% |
$58.1K - $69.7K
|
13.8K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.45KNew |
$334K - $401K
|
3.45K
$414K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-200- 4.6% |
$19.4K - $23.2K
|
4.15K
$498K
|