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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.89K+ 5.11% |
$304K - $343K
|
59.4K
$6.3M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.87K+ 15.47% |
$303K - $342K
|
21.5K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.85KNew |
$301K - $339K
|
2.85K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.84KNew |
$299K - $337K
|
2.84K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 22.9% |
$298K - $336K
|
15.2K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.82K+ 17.03% |
$298K - $336K
|
19.4K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.8KNew |
$295K - $333K
|
2.8K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.79K+ 6.1% |
$294K - $332K
|
48.6K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.79K+ 7.04% |
$294K - $332K
|
42.4K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.78K+ 13.4% |
$294K - $331K
|
23.6K
$2.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.78K+ 3.06% |
$293K - $331K
|
93.6K
$9.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.78KNew |
$293K - $330K
|
2.78K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.77K+ 1.76% |
$292K - $329K
|
160K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$290K - $328K
|
2.76K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.75K+ 4.42% |
$290K - $327K
|
65K
$6.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.75K+ 5.0% |
$290K - $327K
|
57.7K
$6.12M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 9.41% |
$287K - $324K
|
31.7K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.72K+ 1.98% |
$287K - $323K
|
140K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.72K+ 0.04% |
$287K - $323K
|
6.66M
$706M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.72K+ 4.33% |
$286K - $323K
|
65.4K
$6.94M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.71K+ 1.32% |
$286K - $323K
|
208K
$22M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.71K+ 4.2% |
$286K - $322K
|
67.2K
$7.13M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.7KNew |
$285K - $321K
|
2.7K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69K+ 1.72% |
$283K - $319K
|
158K
$16.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 15.4% |
$281K - $317K
|
20K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.65K+ 8.55% |
$280K - $316K
|
33.7K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.65K+ 106.22% |
$279K - $315K
|
5.14K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.65K+ 63.7% |
$279K - $315K
|
6.81K
$722K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
2.63K+ 21.6% |
$278K - $313K
|
14.8K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.62K+ 23.06% |
$277K - $312K
|
14K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.62K+ 8.69% |
$277K - $312K
|
32.8K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.62K+ 6.37% |
$276K - $311K
|
43.7K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.62K+ 51.84% |
$276K - $311K
|
7.67K
$813K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.6K+ 2.5% |
$274K - $309K
|
107K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.6K+ 22.64% |
$274K - $309K
|
14.1K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
2.57KNew |
$270K - $305K
|
2.57K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.54K+ 1.84% |
$268K - $302K
|
140K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.53KNew |
$267K - $301K
|
2.53K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.52K+ 3.36% |
$265K - $299K
|
77.5K
$8.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.52K+ 12.68% |
$265K - $299K
|
22.3K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.51K+ 1.73% |
$265K - $299K
|
148K
$15.7M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
2.49KNew |
$263K - $297K
|
2.49K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.49K+ 4.69% |
$263K - $296K
|
55.6K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.49K+ 0.46% |
$263K - $296K
|
544K
$57.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.49KNew |
$262K - $296K
|
2.49K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.46K+ 7.94% |
$260K - $293K
|
33.5K
$3.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.46K+ 2.4% |
$259K - $292K
|
105K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.45KNew |
$258K - $291K
|
2.45K
$260K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 16.85% |
$258K - $291K
|
17K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.44K+ 14.14% |
$257K - $290K
|
19.7K
$2.09M
|