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 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.11K+ 10.81% |
$117K - $132K
|
11.4K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.11K+ 7.13% |
$117K - $131K
|
16.6K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.1K+ 17.97% |
$116K - $131K
|
7.25K
$769K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.1K+ 6.74% |
$116K - $131K
|
17.4K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1.1K+ 31.06% |
$116K - $131K
|
4.64K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.1K+ 20.33% |
$116K - $131K
|
6.51K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.09KNew |
$115K - $129K
|
1.09K
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.08K+ 1.76% |
$114K - $129K
|
62.5K
$6.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.08K+ 33.49% |
$113K - $128K
|
4.29K
$455K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 38.76% |
$113K - $127K
|
3.83K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 3.47% |
$113K - $127K
|
31.9K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.07K+ 1.29% |
$113K - $127K
|
84.2K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.07K+ 15.53% |
$113K - $127K
|
7.94K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.07K+ 24.99% |
$113K - $127K
|
5.34K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.07K+ 3.35% |
$113K - $127K
|
32.9K
$3.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.06K+ 1.03% |
$112K - $126K
|
105K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.56% |
$112K - $126K
|
42.5K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.06K+ 3.63% |
$112K - $126K
|
30.3K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 3.85% |
$112K - $126K
|
28.6K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.06K+ 9.59% |
$111K - $126K
|
12.1K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.06K+ 2.04% |
$111K - $126K
|
52.7K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.05K+ 6.86% |
$111K - $125K
|
16.4K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 2.58% |
$111K - $125K
|
41.7K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.05K+ 32.45% |
$110K - $124K
|
4.27K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04K+ 1.94% |
$110K - $124K
|
54.6K
$5.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.03K+ 8.92% |
$108K - $122K
|
12.5K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.02K+ 1.77% |
$108K - $122K
|
58.9K
$6.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 20.0% |
$107K - $120K
|
6.08K
$645K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1K+ 0.4% |
$106K - $119K
|
248K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1K+ 4.11% |
$105K - $119K
|
25.3K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
997+ 12.68% |
$105K - $119K
|
8.86K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
995+ 4.62% |
$105K - $118K
|
22.5K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
993+ 1.21% |
$105K - $118K
|
83.2K
$8.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
990+ 2.21% |
$104K - $118K
|
45.9K
$4.87M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
988+ 40.56% |
$104K - $118K
|
3.42K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
987+ 5.39% |
$104K - $117K
|
19.3K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
987+ 9.83% |
$104K - $117K
|
11K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
980+ 4.92% |
$103K - $117K
|
20.9K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
972+ 5.21% |
$102K - $116K
|
19.6K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
971+ 9.29% |
$102K - $115K
|
11.4K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
970+ 27.1% |
$102K - $115K
|
4.55K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
969+ 1.7% |
$102K - $115K
|
57.9K
$6.15M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
963+ 2.51% |
$102K - $115K
|
39.4K
$4.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
962+ 35.08% |
$101K - $114K
|
3.7K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
960+ 7.94% |
$101K - $114K
|
13.1K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
957+ 48.04% |
$101K - $114K
|
2.95K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
956+ 26.18% |
$101K - $114K
|
4.61K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
951+ 3.67% |
$100K - $113K
|
26.9K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
950+ 11.68% |
$100K - $113K
|
9.08K
$964K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
947+ 15.75% |
$99.9K - $113K
|
6.96K
$739K
|