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 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.77KNew |
$187K - $210K
|
1.77K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-429- 2.43% |
$45.2K - $51K
|
17.2K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.3K+ 46.01% |
$137K - $154K
|
4.11K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
652+ 10.96% |
$68.7K - $77.5K
|
6.6K
$740K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-251- 0.85% |
$26.5K - $29.9K
|
29.4K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
138+ 3.14% |
$14.6K - $16.4K
|
4.54K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-50- 0.41% |
$5.27K - $5.95K
|
12.3K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-105- 92.92% |
$11.1K - $12.5K
|
8
$897
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $119
|
5.75K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.33KNew |
$457K - $515K
|
4.33K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.25K+ 0.6% |
$132K - $149K
|
211K
$23.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.2K- 3.07% |
$232K - $261K
|
69.4K
$7.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-250- 4.64% |
$26.4K - $29.7K
|
5.13K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.81KNew |
$190K - $215K
|
1.81K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.47% |
$1.48K - $1.67K
|
3K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.2K+ 38.71% |
$127K - $143K
|
4.3K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-167- 3.66% |
$17.6K - $19.9K
|
4.4K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.16K- 15.49% |
$123K - $138K
|
6.35K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-27.2K- 32.34% |
$2.87M - $3.23M
|
56.9K
$6.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$189K - $213K
|
1.79K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
113+ 1.69% |
$11.9K - $13.4K
|
6.79K
$762K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-73- 0.65% |
$7.7K - $8.68K
|
11.1K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-29.2K- 86.17% |
$3.07M - $3.47M
|
4.68K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
376+ 15.28% |
$39.6K - $44.7K
|
2.84K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.98K- 1.94% |
$314K - $354K
|
151K
$16.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.69KNew |
$178K - $200K
|
1.69K
$189K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
92+ 0.96% |
$9.7K - $10.9K
|
9.67K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-543- 13.0% |
$57.3K - $64.6K
|
3.63K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-225- 0.75% |
$23.7K - $26.8K
|
29.9K
$3.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-900- 3.51% |
$94.9K - $107K
|
24.8K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
364+ 6.35% |
$38.4K - $43.3K
|
6.09K
$683K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.01KNew |
$212K - $239K
|
2.01K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
6.3K+ 13.44% |
$665K - $750K
|
53.2K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.69KNew |
$178K - $201K
|
1.69K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.87KNew |
$197K - $222K
|
1.87K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
460+ 59.82% |
$48.5K - $54.7K
|
1.23K
$138K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$193K - $218K
|
1.83K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.84KNew |
$194K - $219K
|
1.84K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.17% |
$2.11K - $2.38K
|
11.5K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.81K+ 47.22% |
$191K - $216K
|
5.65K
$634K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 0.52% |
$3.48K - $3.92K
|
6.36K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-456- 20.65% |
$48.1K - $54.2K
|
1.75K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-533- 22.85% |
$56.2K - $63.4K
|
1.8K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-256- 1.26% |
$27K - $30.4K
|
20K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-173- 11.93% |
$18.2K - $20.6K
|
1.28K
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-310- 7.69% |
$32.7K - $36.9K
|
3.72K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 0.61% |
$1.58K - $1.78K
|
2.46K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.08KNew |
$219K - $247K
|
2.08K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.77KNew |
$187K - $211K
|
1.77K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
74+ 1.75% |
$7.8K - $8.8K
|
4.29K
$482K
|