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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-125- 0.48% |
$12.5K - $14.9K
|
25.7K
$3.03M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
15New |
$1.5K - $1.79K
|
15
$1.77K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.74K- 10.42% |
$174K - $208K
|
15K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-6.01K- 37.89% |
$600K - $716K
|
9.85K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
191New |
$19.1K - $22.8K
|
191
$22.5K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.64KNew |
$364K - $434K
|
3.64K
$430K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.95K- 41.32% |
$694K - $828K
|
9.87K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-129- 2.75% |
$12.9K - $15.4K
|
4.56K
$537K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-421- 1.01% |
$42K - $50.2K
|
41.1K
$4.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
182+ 3.59% |
$18.2K - $21.7K
|
5.25K
$620K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.07KNew |
$207K - $247K
|
2.07K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.41K- 2.99% |
$140K - $167K
|
45.6K
$5.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
600+ 10.31% |
$59.9K - $71.5K
|
6.42K
$758K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-377- 2.93% |
$37.6K - $44.9K
|
12.5K
$1.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-34- 1.83% |
$3.39K - $4.05K
|
1.82K
$215K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.03K- 17.47% |
$203K - $242K
|
9.59K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-511- 1.12% |
$51K - $60.9K
|
45.2K
$5.34M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-15.2K- 0.56% |
$1.52M - $1.81M
|
2.7M
$318M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
CALL |
300New |
$30K - $35.8K
|
300
$35.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
BUY
|
- |
4.25KNew |
$424K - $506K
|
4.25K
$501K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-333- 2.72% |
$33.2K - $39.7K
|
11.9K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-950- 9.88% |
$94.8K - $113K
|
8.67K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
28+ 3.73% |
$2.8K - $3.34K
|
779
$91.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-175- 4.59% |
$17.5K - $20.9K
|
3.64K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3.8K+ 10.88% |
$380K - $453K
|
38.8K
$4.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
7.4KNew |
$739K - $882K
|
7.4K
$873K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7.3K+ 211.04% |
$729K - $870K
|
10.8K
$1.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-90- 0.54% |
$8.99K - $10.7K
|
16.5K
$1.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-157- 0.76% |
$15.7K - $18.7K
|
20.5K
$2.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
1.6K+ 1.6% |
$160K - $191K
|
102K
$12M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.96K+ 19.66% |
$495K - $591K
|
30.2K
$3.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.45K- 5.28% |
$145K - $173K
|
26.1K
$3.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
109+ 0.78% |
$10.9K - $13K
|
14.1K
$1.66M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-5K- 18.71% |
$499K - $596K
|
21.7K
$2.56M
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
100+ 1.49% |
$9.19K - $11.4K
|
6.83K
$806K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-741- 19.92% |
$68.1K - $84.6K
|
2.98K
$351K
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
3KNew |
$276K - $343K
|
3K
$354K
|
|
|
Jan 03, 2024
Q4 2022
|
Arga Investment Management, LP
|
BUY
|
- |
6.47K+ 89.17% |
$595K - $739K
|
13.7K
$1.62M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.21KNew |
$203K - $252K
|
2.21K
$260K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.42KNew |
$222K - $276K
|
2.42K
$285K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.3KNew |
$304K - $377K
|
3.3K
$390K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
18.3KNew |
$1.68M - $2.09M
|
18.3K
$2.15M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.9KNew |
$175K - $217K
|
1.9K
$224K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-10- 66.67% |
$919 - $1.14K
|
5
$590
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
2.06KNew |
$190K - $236K
|
2.06K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-8.58K- 22.64% |
$788K - $979K
|
29.3K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.38K- 11.54% |
$219K - $272K
|
18.3K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.8K- 4.49% |
$165K - $206K
|
38.3K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
29K+ 1.48% |
$2.66M - $3.31M
|
1.98M
$234M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.73K+ 5.24% |
$159K - $198K
|
34.8K
$4.1M
|
|