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 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-96- 2.76% |
$10.1K - $11.4K
|
3.39K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-297- 5.21% |
$31.3K - $35.3K
|
5.4K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
357+ 10.31% |
$37.6K - $42.5K
|
3.82K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$435K - $490K
|
4.12K
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-909- 13.61% |
$95.8K - $108K
|
5.77K
$647K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$183K - $207K
|
1.74K
$195K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$105 - $119
|
760
$85.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
100New |
$10.5K - $11.9K
|
100
$11.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.73KNew |
$182K - $205K
|
1.73K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-625- 20.66% |
$65.9K - $74.3K
|
2.4K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
435+ 2.39% |
$45.9K - $51.7K
|
18.6K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.92KNew |
$202K - $228K
|
1.92K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-151- 7.41% |
$15.9K - $18K
|
1.89K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-130- 1.46% |
$13.7K - $15.5K
|
8.76K
$982K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-825- 19.63% |
$87K - $98.1K
|
3.38K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.73KNew |
$183K - $206K
|
1.73K
$194K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-194- 15.12% |
$20.5K - $23.1K
|
1.09K
$122K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.35K+ 31.0% |
$142K - $161K
|
5.71K
$640K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-227- 2.39% |
$23.9K - $27K
|
9.26K
$1.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-837- 4.52% |
$88.3K - $99.5K
|
17.7K
$1.99M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-51- 0.61% |
$5.38K - $6.07K
|
8.27K
$927K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
1.78KNew |
$187K - $211K
|
1.78K
$199K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-78- 0.24% |
$8.22K - $9.28K
|
32.9K
$3.69M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
34.2KNew |
$3.61M - $4.07M
|
34.2K
$3.84M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
869+ 11.91% |
$91.7K - $109K
|
8.17K
$916K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
233+ 26.6% |
$24.6K - $29.2K
|
1.11K
$124K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-57.5K- 11.45% |
$6.06M - $7.21M
|
445K
$49.9M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-96.4K- 15.29% |
$10.2M - $12.1M
|
534K
$59.9M
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
119New |
$12.6K - $14.9K
|
119
$13.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
44New |
$4.64K - $5.52K
|
44
$4.94K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
500New |
$52.8K - $62.7K
|
500
$56.1K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.68KNew |
$810K - $963K
|
7.68K
$861K
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
249KNew |
$26.3M - $31.2M
|
249K
$27.9M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-437- 0.54% |
$46.1K - $54.8K
|
80.8K
$9.06M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$21.1K - $25.1K
|
200
$22.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
17.5KNew |
$1.85M - $2.19M
|
17.5K
$1.96M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
18.3KNew |
$1.93M - $2.29M
|
18.3K
$2.05M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.93KNew |
$204K - $242K
|
1.93K
$217K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.97KNew |
$208K - $247K
|
1.97K
$221K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.06KNew |
$428K - $509K
|
4.06K
$455K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
2KNew |
$211K - $251K
|
2K
$224K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
196+ 5.79% |
$20.7K - $24.6K
|
3.58K
$402K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
6.41KNew |
$677K - $804K
|
6.41K
$719K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.09KNew |
$326K - $387K
|
3.09K
$346K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-224- 76.19% |
$23.6K - $28.1K
|
70
$7.85K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
5.39KNew |
$569K - $676K
|
5.39K
$605K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
6KNew |
$633K - $752K
|
6K
$673K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-23- 0.27% |
$2.43K - $2.88K
|
8.41K
$943K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.05KNew |
$322K - $382K
|
3.05K
$342K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
8.06KNew |
$850K - $1.01M
|
8.06K
$903K
|
|