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 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
969+ 1.7% |
$102K - $115K
|
57.9K
$6.53M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
963+ 2.51% |
$102K - $115K
|
39.4K
$4.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
962+ 35.08% |
$101K - $114K
|
3.7K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
960+ 7.94% |
$101K - $114K
|
13.1K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
957+ 48.04% |
$101K - $114K
|
2.95K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
956+ 26.18% |
$101K - $114K
|
4.61K
$519K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
951+ 3.67% |
$100K - $113K
|
26.9K
$3.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
950+ 11.68% |
$100K - $113K
|
9.08K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
947+ 15.75% |
$99.9K - $113K
|
6.96K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
946+ 7.58% |
$99.7K - $113K
|
13.4K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
942+ 4.25% |
$99.3K - $112K
|
23.1K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
934+ 8.54% |
$98.5K - $111K
|
11.9K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
930+ 1.6% |
$98.1K - $111K
|
58.9K
$6.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
928+ 10.95% |
$97.8K - $110K
|
9.41K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
923+ 3.8% |
$97.3K - $110K
|
25.2K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
923+ 2.97% |
$97.3K - $110K
|
32K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
922+ 38.59% |
$97.2K - $110K
|
3.31K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
918+ 6.2% |
$96.8K - $109K
|
15.7K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
917+ 1.52% |
$96.7K - $109K
|
61.2K
$6.9M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
917+ 7.09% |
$96.7K - $109K
|
13.9K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
915+ 6.04% |
$96.5K - $109K
|
16.1K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
909+ 5.02% |
$95.8K - $108K
|
19K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
907+ 4.41% |
$95.6K - $108K
|
21.5K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
905+ 25.48% |
$95.4K - $108K
|
4.46K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
903+ 6.79% |
$95.2K - $107K
|
14.2K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
899+ 1.88% |
$94.8K - $107K
|
48.7K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
895+ 14.65% |
$94.4K - $106K
|
7.01K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
895+ 1.66% |
$94.4K - $106K
|
54.7K
$6.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
889+ 24.03% |
$93.7K - $106K
|
4.59K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
889+ 0.83% |
$93.7K - $106K
|
107K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
882+ 4.47% |
$93K - $105K
|
20.6K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
875+ 0.84% |
$92.3K - $104K
|
105K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
874+ 17.77% |
$92.2K - $104K
|
5.79K
$653K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
870+ 1.03% |
$91.7K - $103K
|
85K
$9.57M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
866+ 1.97% |
$91.3K - $103K
|
44.9K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
862+ 0.76% |
$90.9K - $103K
|
114K
$12.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
859+ 5.15% |
$90.6K - $102K
|
17.5K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
859+ 6.41% |
$90.6K - $102K
|
14.3K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
848+ 5.9% |
$89.4K - $101K
|
15.2K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
845+ 3.41% |
$89.1K - $100K
|
25.7K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
843+ 6.5% |
$88.9K - $100K
|
13.8K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
834+ 0.39% |
$87.9K - $99.2K
|
212K
$23.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
831+ 2.45% |
$87.6K - $98.8K
|
34.7K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
831+ 8.97% |
$87.6K - $98.8K
|
10.1K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
830+ 68.26% |
$87.5K - $98.7K
|
2.05K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
828+ 8.93% |
$87.3K - $98.5K
|
10.1K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
828+ 1.32% |
$87.3K - $98.5K
|
63.5K
$7.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
827+ 12.24% |
$87.2K - $98.4K
|
7.58K
$854K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
827New |
$87.2K - $98.4K
|
827
$93.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
823+ 76.56% |
$86.8K - $97.9K
|
1.9K
$214K
|