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 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.42K+ 4.77% |
$150K - $169K
|
31.3K
$3.51M
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.42K+ 5.13% |
$150K - $169K
|
29.1K
$3.27M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.42K+ 5.12% |
$150K - $169K
|
29.1K
$3.27M
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
1.42K+ 1.98% |
$149K - $169K
|
72.9K
$8.18M
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.42K+ 2.33% |
$149K - $168K
|
62.2K
$6.98M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.15% |
$149K - $168K
|
67K
$7.52M
|
|
May 15, 2025
Q1 2025
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
1.4K+ 42.42% |
$148K - $167K
|
4.7K
$527K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 6.53% |
$148K - $166K
|
22.8K
$2.56M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.4K+ 9.73% |
$147K - $166K
|
15.8K
$1.77M
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.39K+ 6.22% |
$147K - $165K
|
23.7K
$2.66M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.39K+ 8.49% |
$146K - $165K
|
17.8K
$1.99M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.39K+ 3.94% |
$146K - $165K
|
36.6K
$4.11M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.39K+ 14.09% |
$146K - $165K
|
11.2K
$1.26M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.39K+ 0.38% |
$146K - $165K
|
365K
$41M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.38K+ 6.71% |
$145K - $164K
|
21.9K
$2.46M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 2.02% |
$145K - $164K
|
69.6K
$7.81M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.38K+ 4.98% |
$145K - $164K
|
29K
$3.26M
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.38K+ 6.56% |
$145K - $164K
|
22.4K
$2.51M
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.38K+ 3.88% |
$145K - $164K
|
36.9K
$4.14M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.38K+ 0.51% |
$145K - $164K
|
270K
$30.3M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.36K+ 0.39% |
$144K - $162K
|
347K
$39M
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.36K+ 12.84% |
$143K - $161K
|
11.9K
$1.34M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.35K+ 3.74% |
$143K - $161K
|
37.5K
$4.21M
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.35K+ 47.01% |
$143K - $161K
|
4.23K
$475K
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.35K+ 31.0% |
$142K - $161K
|
5.71K
$640K
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
1.35K+ 3.16% |
$142K - $160K
|
44K
$4.94M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.34K+ 8.65% |
$142K - $160K
|
16.9K
$1.89M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.33K+ 6.7% |
$141K - $159K
|
21.2K
$2.38M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.33K+ 3.04% |
$140K - $158K
|
45K
$5.04M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.33K+ 3.41% |
$140K - $158K
|
40.2K
$4.51M
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
1.33K+ 4.98% |
$140K - $158K
|
28K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.32K+ 12.62% |
$139K - $157K
|
11.8K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.32K+ 54.98% |
$139K - $157K
|
3.72K
$417K
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.32K+ 21.98% |
$139K - $157K
|
7.31K
$820K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.32K+ 43.59% |
$139K - $157K
|
4.34K
$486K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.32KNew |
$139K - $156K
|
1.32K
$148K
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.31K+ 22.7% |
$138K - $156K
|
7.1K
$796K
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.31K+ 2.19% |
$138K - $156K
|
61.3K
$6.88M
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1.31K+ 2.33% |
$138K - $156K
|
57.6K
$6.46M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.31K+ 8.8% |
$138K - $155K
|
16.2K
$1.81M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.3K+ 2.02% |
$137K - $155K
|
65.8K
$7.38M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.3K+ 46.01% |
$137K - $154K
|
4.11K
$461K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.3K+ 35.39% |
$137K - $154K
|
4.95K
$556K
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.3K+ 3.19% |
$137K - $154K
|
41.9K
$4.7M
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.28K+ 4.52% |
$135K - $153K
|
29.6K
$3.33M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.28K+ 5.57% |
$135K - $152K
|
24.3K
$2.72M
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.28K+ 6.37% |
$135K - $152K
|
21.3K
$2.39M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.27K+ 0.89% |
$134K - $151K
|
145K
$16.2M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 1.3% |
$133K - $150K
|
98.2K
$11M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.26K+ 35.57% |
$133K - $149K
|
4.79K
$538K
|