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 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-286- 11.16% |
$27.7K - $33.2K
|
2.28K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
61+ 0.6% |
$5.9K - $7.09K
|
10.2K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-543- 1.51% |
$52.6K - $63.1K
|
35.4K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$9.68K - $11.6K
|
100
$12K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
33+ 0.86% |
$3.19K - $3.84K
|
3.88K
$465K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.78K- 58.75% |
$463K - $556K
|
3.36K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$182K - $219K
|
1.88K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$968 - $1.16K
|
16.4K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
827+ 21.31% |
$80.1K - $96.1K
|
4.71K
$565K
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
SELL
|
- |
-70- 2.64% |
$6.78K - $8.14K
|
2.58K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.36K- 25.17% |
$132K - $159K
|
4.06K
$486K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-15- 0.37% |
$1.45K - $1.74K
|
4K
$480K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-945- 22.68% |
$91.5K - $110K
|
3.22K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$173K - $208K
|
1.79K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-11- 0.1% |
$1.06K - $1.28K
|
10.5K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-48.3K- 98.78% |
$4.68M - $5.62M
|
595
$71.4K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
152+ 5.65% |
$14.7K - $17.7K
|
2.84K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.87KNew |
$181K - $217K
|
1.87K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.8K- 81.28% |
$755K - $907K
|
1.8K
$215K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-105K- 87.68% |
$10.1M - $12.2M
|
14.7K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
6.78KNew |
$656K - $788K
|
6.78K
$813K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-312- 1.46% |
$30.2K - $36.3K
|
21.1K
$2.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.31KNew |
$321K - $385K
|
3.31K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-65- 0.52% |
$6.29K - $7.56K
|
12.5K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
18.7KNew |
$1.81M - $2.17M
|
18.7K
$2.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82+ 3.53% |
$7.94K - $9.53K
|
2.41K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.1K- 5.56% |
$106K - $128K
|
18.7K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-9- 0.07% |
$871 - $1.05K
|
13.4K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$9.68K - $11.6K
|
100
$12K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-155- 0.91% |
$15K - $18K
|
16.9K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-150- 3.8% |
$14.5K - $17.4K
|
3.8K
$456K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
620+ 17.79% |
$60K - $72.1K
|
4.11K
$493K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
58+ 1.04% |
$5.61K - $6.74K
|
5.64K
$677K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
318+ 3.65% |
$30.8K - $37K
|
9.02K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-124- 0.88% |
$12K - $14.4K
|
14K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-36.9K- 8.36% |
$3.57M - $4.29M
|
404K
$48.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 22.86% |
$7.74K - $9.3K
|
270
$32.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-1.31K- 10.16% |
$127K - $152K
|
11.6K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$177K - $213K
|
1.83K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-237- 10.43% |
$22.9K - $27.5K
|
2.04K
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-35- 26.92% |
$3.39K - $4.07K
|
95
$11.4K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-10- 0.1% |
$968 - $1.16K
|
9.81K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19.4K+ 407.47% |
$1.87M - $2.25M
|
24.1K
$2.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.41K+ 23.12% |
$233K - $280K
|
12.8K
$1.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$176K - $211K
|
1.81K
$218K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
460+ 21.23% |
$44.5K - $53.5K
|
2.63K
$315K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-200- 7.17% |
$19.4K - $23.2K
|
2.59K
$311K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.18% |
$484 - $581
|
2.73K
$328K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-175- 5.47% |
$16.9K - $20.3K
|
3.03K
$363K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-745- 1.52% |
$72.1K - $86.6K
|
48.2K
$5.78M
|