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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
11.7K+ 131.52% |
$1.07M - $1.33M
|
20.5K
$2.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
910+ 12.92% |
$83.6K - $104K
|
7.95K
$938K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
8.1KNew |
$745K - $925K
|
8.1K
$956K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-59.3K- 69.72% |
$5.45M - $6.77M
|
25.7K
$3.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.3KNew |
$304K - $377K
|
3.3K
$390K
|
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
BUY
|
- |
10K+ 9.52% |
$919K - $1.14M
|
115K
$13.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-167- 11.44% |
$15.4K - $19.1K
|
1.29K
$153K
|
|
|
Jan 31, 2023
Q4 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
1.95KNew |
$179K - $223K
|
1.95K
$230K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
12+ 0.07% |
$1.1K - $1.37K
|
17.5K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
89+ 0.84% |
$8.18K - $10.2K
|
10.7K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
50+ 1.67% |
$4.6K - $5.71K
|
3.05K
$360K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.07K+ 10.88% |
$98K - $122K
|
10.9K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-84- 0.15% |
$7.72K - $9.59K
|
57.8K
$6.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.13KNew |
$196K - $243K
|
2.13K
$251K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.22K- 2.76% |
$204K - $253K
|
77.9K
$9.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 3.18% |
$155K - $192K
|
54.7K
$6.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.12KNew |
$195K - $242K
|
2.12K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.63KNew |
$425K - $528K
|
4.63K
$546K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
PUT |
100KNew |
$9.19M - $11.4M
|
100K
$11.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-294- 0.82% |
$27K - $33.6K
|
35.6K
$4.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
7+ 0.23% |
$643 - $799
|
3.03K
$357K
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
125+ 4.52% |
$11.5K - $14.3K
|
2.89K
$341K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-123K- 30.02% |
$11.3M - $14M
|
286K
$33.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
SELL
|
- |
-18.1K- 28.81% |
$1.67M - $2.07M
|
44.8K
$5.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-339- 26.1% |
$31.2K - $38.7K
|
960
$113K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.4K- 6.81% |
$128K - $159K
|
19.1K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
2.11KNew |
$194K - $241K
|
2.11K
$248K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-29.6K- 14.29% |
$2.72M - $3.38M
|
178K
$21M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.14K+ 9.67% |
$105K - $130K
|
12.9K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
CALL |
-4K- 53.33% |
$368K - $457K
|
3.5K
$413K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-10- 0.37% |
$919 - $1.14K
|
2.66K
$314K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
700New |
$64.3K - $79.9K
|
700
$82.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-895- 59.87% |
$82.3K - $102K
|
600
$70.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-208- 0.06% |
$19.1K - $23.8K
|
343K
$40.4M
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-250- 9.43% |
$23K - $28.6K
|
2.4K
$283K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
23.7K+ 353.73% |
$2.18M - $2.71M
|
30.4K
$3.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
107+ 0.79% |
$9.84K - $12.2K
|
13.7K
$1.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
964New |
$88.6K - $110K
|
964
$114K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.7KNew |
$156K - $194K
|
1.7K
$200K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
431New |
$39.6K - $49.2K
|
431
$50.8K
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
2.01KNew |
$185K - $230K
|
2.01K
$237K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.45K- 71.89% |
$536K - $646K
|
2.52K
$298K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-304- 4.79% |
$25.3K - $30.4K
|
6.04K
$713K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.89K- 2.18% |
$490K - $590K
|
265K
$31.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9.15KNew |
$761K - $916K
|
9.15K
$1.08M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
94+ 0.3% |
$7.82K - $9.41K
|
31K
$3.66M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.79KNew |
$232K - $280K
|
2.79K
$329K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
628+ 0.79% |
$52.2K - $62.9K
|
79.7K
$9.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.89K- 29.1% |
$157K - $189K
|
4.6K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.18K+ 12.0% |
$182K - $219K
|
20.4K
$2.4M
|
|