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 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-173- 5.94% |
$18.2K - $20.6K
|
2.74K
$307K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.48KNew |
$156K - $176K
|
1.48K
$166K
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
296+ 0.17% |
$31.2K - $35.2K
|
169K
$19M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
385New |
$40.6K - $45.8K
|
385
$43.2K
|
|
Apr 29, 2025
Q1 2025
|
Oppenheimer & Close, LLC
|
BUY
|
- |
1.8KNew |
$190K - $214K
|
1.8K
$202K
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 44.45% |
$309K - $348K
|
3.66K
$410K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
28K+ 4.69% |
$2.96M - $3.33M
|
625K
$70.1M
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1.1K+ 31.06% |
$116K - $131K
|
4.64K
$521K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
971+ 9.29% |
$102K - $115K
|
11.4K
$1.28M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
246+ 1.75% |
$25.9K - $29.3K
|
14.3K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
661+ 1.59% |
$69.7K - $78.6K
|
42.2K
$4.74M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.9KNew |
$306K - $345K
|
2.9K
$325K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.45% |
$211 - $238
|
442
$49.6K
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
500+ 15.37% |
$52.7K - $59.5K
|
3.75K
$421K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-803- 18.81% |
$84.7K - $95.5K
|
3.47K
$389K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
198New |
$20.9K - $23.5K
|
198
$22.2K
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-191- 0.65% |
$20.1K - $22.7K
|
29.3K
$3.28M
|
|
Apr 28, 2025
Q1 2025
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-11.8K- 31.53% |
$1.25M - $1.41M
|
25.7K
$2.88M
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-1.83K- 4.74% |
$193K - $217K
|
36.7K
$4.12M
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-583- 9.37% |
$61.5K - $69.3K
|
5.64K
$632K
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.03KNew |
$214K - $242K
|
2.03K
$228K
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.97KNew |
$208K - $234K
|
1.97K
$221K
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.86KNew |
$196K - $221K
|
1.86K
$208K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.22K- 0.17% |
$129K - $145K
|
725K
$81.3M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.03% |
$316 - $357
|
8.77K
$984K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
106+ 1.28% |
$11.2K - $12.6K
|
8.37K
$938K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
173+ 2.07% |
$18.2K - $20.6K
|
8.54K
$958K
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-242- 2.32% |
$25.5K - $28.8K
|
10.2K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.95KNew |
$205K - $232K
|
1.95K
$218K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
666New |
$70.2K - $79.2K
|
666
$74.7K
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
92+ 4.47% |
$9.7K - $10.9K
|
2.15K
$241K
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
1.84KNew |
$194K - $219K
|
1.84K
$207K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-756- 12.15% |
$79.7K - $89.9K
|
5.47K
$613K
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
215+ 3.02% |
$22.7K - $25.6K
|
7.33K
$822K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-39- 0.4% |
$4.11K - $4.64K
|
9.6K
$1.08M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-573- 4.32% |
$60.4K - $68.1K
|
12.7K
$1.42M
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
28KNew |
$2.95M - $3.33M
|
28K
$3.14M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
308+ 1.04% |
$32.5K - $36.6K
|
30.1K
$3.37M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
15New |
$1.58K - $1.78K
|
15
$1.68K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
7.8K+ 52.85% |
$822K - $928K
|
22.6K
$2.53M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-90- 0.94% |
$9.49K - $10.7K
|
9.45K
$1.06M
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.32KNew |
$244K - $276K
|
2.32K
$260K
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
24+ 1.13% |
$2.53K - $2.85K
|
2.15K
$241K
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-61- 2.05% |
$6.43K - $7.25K
|
2.91K
$326K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-454- 7.47% |
$47.9K - $54K
|
5.62K
$630K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-140- 2.17% |
$14.8K - $16.7K
|
6.32K
$708K
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$235K - $265K
|
2.23K
$250K
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
52K+ 9.28% |
$5.48M - $6.18M
|
612K
$68.6M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
100+ 29.15% |
$10.5K - $11.9K
|
443
$49.7K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-152- 13.09% |
$16K - $18.1K
|
1.01K
$113K
|