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 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
42+ 0.9% |
$4.43K - $5K
|
4.69K
$526K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.21K+ 30.62% |
$550K - $620K
|
22.2K
$2.49M
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.34% |
$1.79K - $2.02K
|
4.97K
$557K
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-975- 6.52% |
$103K - $116K
|
14K
$1.57M
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-549- 22.93% |
$57.9K - $65.3K
|
1.85K
$207K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.28KNew |
$346K - $390K
|
3.28K
$368K
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.19% |
$105 - $119
|
85
$9.53K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
247New |
$26K - $29.4K
|
247
$27.7K
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-100- 2.98% |
$10.5K - $11.9K
|
3.26K
$365K
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-500- 6.64% |
$52.7K - $59.5K
|
7.03K
$789K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 2.33% |
$738 - $833
|
294
$33K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$182K - $206K
|
1.73K
$194K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.17K+ 4.58% |
$123K - $139K
|
26.7K
$2.99M
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-30- 0.93% |
$3.16K - $3.57K
|
3.18K
$357K
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$185K - $209K
|
1.76K
$197K
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
224+ 1.66% |
$23.6K - $26.6K
|
13.7K
$1.54M
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-127- 1.32% |
$13.4K - $15.1K
|
9.5K
$1.06M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
788+ 8.35% |
$83.1K - $93.7K
|
10.2K
$1.15M
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-8.4K- 50.29% |
$886K - $999K
|
8.3K
$931K
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.66K- 11.36% |
$280K - $316K
|
20.7K
$2.32M
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-109- 2.05% |
$11.5K - $13K
|
5.2K
$583K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-521- 21.24% |
$54.9K - $62K
|
1.93K
$217K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-162- 3.93% |
$17.1K - $19.3K
|
3.96K
$444K
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-40- 0.28% |
$4.22K - $4.76K
|
14.4K
$1.61M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
623+ 3.88% |
$65.7K - $74.1K
|
16.7K
$1.87M
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
9New |
$949 - $1.07K
|
9
$1.01K
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
2.04K+ 7.76% |
$215K - $243K
|
28.3K
$3.18M
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-220- 0.15% |
$23.2K - $26.2K
|
150K
$16.8M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-237- 4.16% |
$25K - $28.2K
|
5.46K
$612K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.2K- 8.35% |
$232K - $261K
|
24.1K
$2.7M
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-601- 13.76% |
$63.4K - $71.5K
|
3.77K
$423K
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.51K- 15.2% |
$159K - $179K
|
8.42K
$944K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
399+ 13.04% |
$42.1K - $47.5K
|
3.46K
$388K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-816- 2.91% |
$86K - $97K
|
27.2K
$3.05M
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-520- 1.84% |
$54.8K - $61.8K
|
27.8K
$3.12M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.67K- 12.3% |
$176K - $198K
|
11.9K
$1.33M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.18K+ 897.37% |
$862K - $972K
|
9.09K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
33+ 0.17% |
$3.48K - $3.92K
|
19.1K
$2.14M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.53K+ 5.53% |
$162K - $182K
|
29.3K
$3.28M
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-109- 2.65% |
$11.5K - $13K
|
4.01K
$450K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.5K- 3.07% |
$685K - $773K
|
205K
$23M
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-135- 0.87% |
$14.2K - $16.1K
|
15.4K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.83KNew |
$192K - $217K
|
1.83K
$205K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
PUT |
2MNew |
$211M - $238M
|
2M
$224M
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-93- 1.33% |
$9.81K - $11.1K
|
6.92K
$776K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.85KNew |
$195K - $220K
|
1.85K
$208K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-750- 8.28% |
$79.1K - $89.2K
|
8.31K
$932K
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.81KNew |
$191K - $216K
|
1.81K
$203K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
65.2K+ 17.78% |
$6.88M - $7.76M
|
432K
$48.5M
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.58K+ 44.75% |
$377K - $425K
|
11.6K
$1.3M
|