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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
67.9KNew |
$7.45M - $8.08M
|
67.9K
$7.61M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-70.7K- 28.97% |
$7.76M - $8.41M
|
173K
$19.4M
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-79- 3.92% |
$8.67K - $9.4K
|
1.94K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-87.6K- 46.97% |
$9.61M - $10.4M
|
98.9K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.24K+ 2.53% |
$575K - $624K
|
212K
$23.8M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.94K+ 3.25% |
$212K - $230K
|
61.5K
$6.9M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-73- 0.61% |
$8.01K - $8.69K
|
11.9K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
140KNew |
$15.4M - $16.7M
|
140K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
453New |
$49.7K - $53.9K
|
453
$50.8K
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
8.44KNew |
$925K - $1M
|
8.44K
$946K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.83KNew |
$201K - $218K
|
1.83K
$206K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.72KNew |
$189K - $205K
|
1.72K
$193K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
44+ 1.17% |
$4.83K - $5.24K
|
3.8K
$427K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.53K- 3.94% |
$168K - $182K
|
37.3K
$4.19M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-200- 1.74% |
$21.9K - $23.8K
|
11.3K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
CALL |
3KNew |
$329K - $357K
|
3K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.93KNew |
$212K - $230K
|
1.93K
$217K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-235- 0.47% |
$25.8K - $28K
|
50.1K
$5.61M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
41.6K+ 40.02% |
$4.56M - $4.95M
|
146K
$16.3M
|
|
Nov 08, 2024
Q3 2024
|
Park Circle CO
|
SELL
|
- |
-4.37K- 24.48% |
$479K - $519K
|
13.5K
$1.51M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.95K+ 15.53% |
$214K - $232K
|
14.5K
$1.63M
|
|
Nov 08, 2024
Q3 2024
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-30K- 60.0% |
$3.29M - $3.57M
|
20K
$2.24M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6+ 0.22% |
$658 - $714
|
2.68K
$300K
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
324+ 1.52% |
$35.5K - $38.6K
|
21.7K
$2.43M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.97K- 9.6% |
$546K - $592K
|
46.8K
$5.25M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
28+ 0.53% |
$3.07K - $3.33K
|
5.3K
$595K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-213- 1.63% |
$23.4K - $25.3K
|
12.8K
$1.44M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
438New |
$48.1K - $52.1K
|
438
$49.1K
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
272+ 3.47% |
$29.8K - $32.4K
|
8.11K
$910K
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7KNew |
$768K - $833K
|
7K
$785K
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-3.3K- 9.6% |
$362K - $393K
|
31.1K
$3.49M
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1K- 33.68% |
$110K - $119K
|
1.97K
$221K
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.59KNew |
$613K - $665K
|
5.59K
$627K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-84- 29.58% |
$9.22K - $10K
|
200
$22.4K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.29K- 0.94% |
$141K - $153K
|
136K
$15.2M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
54.2K+ 11.31% |
$5.95M - $6.45M
|
533K
$59.8M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
41.7K+ 73.67% |
$4.58M - $4.96M
|
98.3K
$11M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
2.82KNew |
$310K - $336K
|
2.82K
$317K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-59- 1.37% |
$6.47K - $7.02K
|
4.24K
$475K
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$1.21M - $1.31M
|
11K
$1.23M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-450- 9.3% |
$49.4K - $53.6K
|
4.39K
$492K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
746+ 1.75% |
$81.9K - $88.8K
|
43.3K
$4.85M
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.41KNew |
$264K - $287K
|
2.41K
$270K
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.62KNew |
$398K - $431K
|
3.62K
$406K
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-51.5K- 98.92% |
$5.65M - $6.13M
|
560
$62.8K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
77+ 0.67% |
$8.45K - $9.16K
|
11.5K
$1.3M
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-25- 0.87% |
$2.74K - $2.98K
|
2.84K
$318K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
266+ 15.3% |
$29.2K - $31.7K
|
2.01K
$225K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-48- 0.68% |
$5.27K - $5.71K
|
6.99K
$784K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-379- 7.54% |
$41.6K - $45.1K
|
4.65K
$521K
|