Purchases and Sales Made in Q1 2025 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q1 2025. The information is specifically focused on institutions that hold shares of EXXON MOBIL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
3.21K+ 1.59% |
$338K - $382K
|
204K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.2K+ 91.1% |
$338K - $381K
|
6.72K
$734K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.2KNew |
$337K - $380K
|
3.2K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.2K+ 2.82% |
$337K - $380K
|
116K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.17K+ 9.61% |
$334K - $377K
|
36.1K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.15K+ 23.91% |
$332K - $375K
|
16.3K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.15K+ 5.66% |
$332K - $375K
|
58.8K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.15K+ 22.96% |
$332K - $374K
|
16.9K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.13K+ 137.48% |
$330K - $372K
|
5.4K
$590K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.11K+ 3.75% |
$328K - $370K
|
86.1K
$9.41M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.11K+ 9.99% |
$328K - $370K
|
34.3K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.11K+ 70.29% |
$327K - $369K
|
7.53K
$822K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.1K+ 5.52% |
$327K - $369K
|
59.3K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.1K+ 7.81% |
$327K - $369K
|
42.8K
$4.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
3.1K+ 3.72% |
$326K - $368K
|
86.4K
$9.44M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3.09K+ 3.1% |
$326K - $368K
|
103K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.09K+ 92.14% |
$325K - $367K
|
6.43K
$703K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.08KNew |
$325K - $367K
|
3.08K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.07K+ 9.71% |
$323K - $365K
|
34.6K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
3.06K+ 1.93% |
$323K - $364K
|
162K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
3.05K+ 27.77% |
$322K - $363K
|
14K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.05K+ 12.28% |
$321K - $362K
|
27.9K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$321K - $362K
|
3.04K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.04K+ 11.88% |
$320K - $361K
|
28.6K
$3.13M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.03K+ 4.49% |
$320K - $361K
|
70.7K
$7.72M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
3.03K+ 56.91% |
$319K - $360K
|
8.34K
$911K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
3.02KNew |
$318K - $359K
|
3.02K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.02K+ 50.49% |
$318K - $359K
|
9K
$983K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.99KNew |
$315K - $355K
|
2.99K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.98K+ 7.2% |
$314K - $354K
|
44.3K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.97KNew |
$313K - $354K
|
2.97K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2.96K+ 9.16% |
$312K - $352K
|
35.3K
$3.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.95K+ 36.35% |
$311K - $351K
|
11.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.95K+ 1.98% |
$311K - $350K
|
152K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.94K+ 12.9% |
$310K - $350K
|
25.7K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.93K+ 0.88% |
$309K - $348K
|
336K
$36.7M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.93K+ 31.8% |
$309K - $348K
|
12.1K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.93K+ 20.29% |
$308K - $348K
|
17.3K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.92K+ 20.92% |
$308K - $347K
|
16.9K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.9K+ 12.23% |
$306K - $345K
|
26.6K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.9K+ 25.81% |
$306K - $345K
|
14.1K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.9KNew |
$306K - $345K
|
2.9K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.89KNew |
$304K - $343K
|
2.89K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89K+ 5.11% |
$304K - $343K
|
59.4K
$6.49M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.87K+ 15.47% |
$303K - $342K
|
21.5K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.85KNew |
$301K - $339K
|
2.85K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.84KNew |
$299K - $337K
|
2.84K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 22.9% |
$298K - $336K
|
15.2K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.82K+ 17.03% |
$298K - $336K
|
19.4K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.8KNew |
$295K - $333K
|
2.8K
$306K
|