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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.51K+ 3.94% |
$657K - $783K
|
172K
$19.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
30.2KNew |
$3.05M - $3.63M
|
30.2K
$3.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-97- 0.67% |
$9.79K - $11.7K
|
14.3K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-96- 1.1% |
$9.69K - $11.5K
|
8.64K
$998K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
100+ 3.73% |
$10.1K - $12K
|
2.78K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
18+ 0.84% |
$1.82K - $2.16K
|
2.17K
$251K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.06K- 10.02% |
$107K - $128K
|
9.54K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.8K- 68.53% |
$1.09M - $1.3M
|
4.95K
$571K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
15KNew |
$1.51M - $1.8M
|
15K
$1.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.76K+ 6.72% |
$177K - $211K
|
27.9K
$3.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.64K- 4.22% |
$166K - $198K
|
37.3K
$4.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$303 - $361
|
4.39K
$507K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.02KNew |
$204K - $243K
|
2.02K
$234K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $212K
|
1.76K
$204K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.54K- 8.85% |
$155K - $185K
|
15.8K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
75+ 3.77% |
$7.57K - $9.02K
|
2.07K
$239K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-174- 8.88% |
$17.6K - $20.9K
|
1.79K
$206K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17.8K- 14.04% |
$1.79M - $2.14M
|
109K
$12.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$5.75K - $6.85K
|
381
$44K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-186- 26.96% |
$18.8K - $22.4K
|
504
$58.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.43% |
$93.4K - $111K
|
65.5K
$7.56M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-347- 16.33% |
$35K - $41.7K
|
1.78K
$205K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.79KNew |
$181K - $215K
|
1.79K
$207K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-337- 10.75% |
$34K - $40.5K
|
2.8K
$323K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$361K - $430K
|
3.57K
$413K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.9KNew |
$394K - $469K
|
3.9K
$451K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16K+ 4.02% |
$521K - $620K
|
134K
$15.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-91- 3.03% |
$9.18K - $10.9K
|
2.91K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-20- 0.56% |
$2.02K - $2.4K
|
3.56K
$411K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-240- 32.09% |
$24.2K - $28.8K
|
508
$58.7K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
62.6K+ 78.62% |
$6.39M - $7.4M
|
142K
$16.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-147K- 65.76% |
$15M - $17.3M
|
76.3K
$8.82M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.87K- 20.72% |
$191K - $221K
|
7.15K
$826K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 42.4% |
$1.07M - $1.24M
|
14.2K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$129K - $149K
|
1.26K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.03% |
$204 - $237
|
5.97K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
15.4KNew |
$1.57M - $1.82M
|
15.4K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-149- 7.19% |
$15.2K - $17.6K
|
1.92K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-141- 1.5% |
$14.4K - $16.7K
|
9.26K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
4.61KNew |
$471K - $546K
|
4.61K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.25K- 14.5% |
$128K - $148K
|
7.36K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
133KNew |
$13.6M - $15.8M
|
133K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.3KNew |
$337K - $390K
|
3.3K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-40- 16.19% |
$4.09K - $4.73K
|
207
$23.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-5.6K- 2.02% |
$572K - $663K
|
272K
$31.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
550KNew |
$56.2M - $65.1M
|
550K
$63.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.71KNew |
$276K - $320K
|
2.71K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
420+ 13.28% |
$42.9K - $49.7K
|
3.58K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
2.22KNew |
$227K - $263K
|
2.22K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2KNew |
$204K - $237K
|
2K
$231K
|
|