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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
600New |
$65.8K - $71.4K
|
600
$67.3K
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-500- 44.33% |
$54.9K - $59.5K
|
628
$70.4K
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
18.2K+ 104.0% |
$2M - $2.17M
|
35.7K
$4M
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-563- 19.02% |
$61.8K - $67K
|
2.4K
$269K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-337- 4.03% |
$37K - $40.1K
|
8.03K
$900K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-166- 1.18% |
$18.2K - $19.8K
|
14K
$1.57M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-56- 0.7% |
$6.14K - $6.66K
|
7.97K
$894K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
117+ 6.29% |
$12.8K - $13.9K
|
1.98K
$222K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-7.2K- 66.06% |
$790K - $857K
|
3.7K
$415K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-441- 13.47% |
$48.4K - $52.5K
|
2.83K
$318K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-158- 0.76% |
$17.3K - $18.8K
|
20.6K
$2.31M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-56- 1.11% |
$6.14K - $6.66K
|
5K
$560K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11.2K+ 7.7% |
$1.23M - $1.33M
|
156K
$17.5M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
600New |
$65.8K - $71.4K
|
600
$67.3K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
228New |
$25K - $27.1K
|
228
$25.6K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-135- 3.3% |
$14.8K - $16.1K
|
3.96K
$444K
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
111+ 6.06% |
$12.2K - $13.2K
|
1.94K
$218K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.95KNew |
$214K - $232K
|
1.95K
$219K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.23K+ 4.68% |
$355K - $385K
|
72.3K
$8.11M
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.32K- 2.96% |
$254K - $276K
|
76.1K
$8.53M
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
25+ 0.44% |
$2.74K - $2.98K
|
5.7K
$639K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.97KNew |
$325K - $353K
|
2.97K
$333K
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-325- 10.43% |
$35.7K - $38.7K
|
2.79K
$313K
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.66% |
$1.32K - $1.43K
|
1.82K
$204K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-218- 7.05% |
$23.9K - $25.9K
|
2.87K
$322K
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-130- 1.14% |
$14.3K - $15.5K
|
11.3K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-80- 50.0% |
$8.78K - $9.52K
|
80
$8.97K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
361+ 7.21% |
$39.6K - $43K
|
5.37K
$602K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.54K- 1.31% |
$169K - $183K
|
116K
$13M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-67- 0.63% |
$7.35K - $7.97K
|
10.5K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-449- 12.21% |
$49.3K - $53.4K
|
3.23K
$362K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
639K+ 15.3% |
$70.1M - $76M
|
4.82M
$540M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.9K- 0.83% |
$1.63M - $1.77M
|
1.78M
$199M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-340- 90.19% |
$37.3K - $40.5K
|
37
$4.15K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.3K- 89.22% |
$252K - $274K
|
278
$31.2K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.29K+ 12.0% |
$141K - $153K
|
12K
$1.35M
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-340- 16.52% |
$37.3K - $40.5K
|
1.72K
$193K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-50- 2.48% |
$5.49K - $5.95K
|
1.97K
$221K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
567+ 284.92% |
$62.2K - $67.5K
|
766
$85.9K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-267- 4.48% |
$29.3K - $31.8K
|
5.69K
$638K
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$221K - $240K
|
2.01K
$226K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-759- 46.45% |
$83.3K - $90.3K
|
875
$98.1K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-229- 9.51% |
$25.1K - $27.3K
|
2.18K
$245K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.04% |
$549 - $595
|
13.8K
$1.55M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-36- 1.25% |
$3.95K - $4.28K
|
2.84K
$319K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 10.33% |
$427K - $463K
|
41.5K
$4.66M
|
|
Oct 11, 2024
Q3 2024
|
Alken Asset Management Ltd.
|
BUY
|
- |
900New |
$98.7K - $107K
|
900
$101K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.69K+ 20.35% |
$405K - $439K
|
21.8K
$2.45M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 45.73% |
$198K - $215K
|
2.14K
$240K
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-358- 4.33% |
$39.3K - $42.6K
|
7.91K
$888K
|