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 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
905+ 25.48% |
$95.4K - $108K
|
4.46K
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
903+ 6.79% |
$95.2K - $107K
|
14.2K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
899+ 1.88% |
$94.8K - $107K
|
48.7K
$5.46M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
895+ 14.65% |
$94.4K - $106K
|
7.01K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
895+ 1.66% |
$94.4K - $106K
|
54.7K
$6.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
889+ 24.03% |
$93.7K - $106K
|
4.59K
$515K
|
|
|
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
$2.31M
|
|
|
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
$650K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
870+ 1.03% |
$91.7K - $103K
|
85K
$9.53M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
866+ 1.97% |
$91.3K - $103K
|
44.9K
$5.03M
|
|
|
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
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
859+ 6.41% |
$90.6K - $102K
|
14.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
848+ 5.9% |
$89.4K - $101K
|
15.2K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
845+ 3.41% |
$89.1K - $100K
|
25.7K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
843+ 6.5% |
$88.9K - $100K
|
13.8K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
834+ 0.39% |
$87.9K - $99.2K
|
212K
$23.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
831+ 2.45% |
$87.6K - $98.8K
|
34.7K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
831+ 8.97% |
$87.6K - $98.8K
|
10.1K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
830+ 68.26% |
$87.5K - $98.7K
|
2.05K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
828+ 8.93% |
$87.3K - $98.5K
|
10.1K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
828+ 1.32% |
$87.3K - $98.5K
|
63.5K
$7.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
827+ 12.24% |
$87.2K - $98.4K
|
7.58K
$851K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
823+ 76.56% |
$86.8K - $97.9K
|
1.9K
$213K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
822+ 5.9% |
$86.7K - $97.8K
|
14.8K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
817+ 1.97% |
$86.1K - $97.2K
|
42.3K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
813+ 29.91% |
$85.7K - $96.7K
|
3.53K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
809+ 19.95% |
$85.3K - $96.2K
|
4.87K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
806+ 1.57% |
$85K - $95.9K
|
52.1K
$5.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
805+ 28.23% |
$84.9K - $95.7K
|
3.66K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
803+ 6.26% |
$84.7K - $95.5K
|
13.6K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
802+ 9.01% |
$84.6K - $95.4K
|
9.7K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
800+ 10.36% |
$84.4K - $95.1K
|
8.52K
$956K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
792+ 4.34% |
$83.5K - $94.2K
|
19K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
791+ 16.99% |
$83.4K - $94.1K
|
5.45K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
788+ 8.35% |
$83.1K - $93.7K
|
10.2K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
779+ 2.98% |
$82.1K - $92.6K
|
27K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
777+ 29.79% |
$81.9K - $92.4K
|
3.39K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
773New |
$81.5K - $91.9K
|
773
$86.7K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
773+ 14.66% |
$81.5K - $91.9K
|
6.05K
$678K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
770+ 8.29% |
$81.2K - $91.6K
|
10.1K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
766+ 1.1% |
$80.8K - $91.1K
|
70.2K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
765+ 5.35% |
$80.7K - $91K
|
15.1K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
764+ 13.78% |
$80.6K - $90.9K
|
6.31K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
763+ 7.78% |
$80.5K - $90.7K
|
10.6K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
761+ 0.85% |
$80.2K - $90.5K
|
89.8K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
754+ 1.29% |
$79.5K - $89.7K
|
59.1K
$6.63M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
753+ 3.28% |
$79.4K - $89.6K
|
23.7K
$2.66M
|