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 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
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
813+ 29.91% |
$85.7K - $96.7K
|
3.53K
$398K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
809+ 19.95% |
$85.3K - $96.2K
|
4.87K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
806+ 1.57% |
$85K - $95.9K
|
52.1K
$5.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
805+ 28.23% |
$84.9K - $95.7K
|
3.66K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
803+ 6.26% |
$84.7K - $95.5K
|
13.6K
$1.54M
|
|
|
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
$961K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
792+ 4.34% |
$83.5K - $94.2K
|
19K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
791+ 16.99% |
$83.4K - $94.1K
|
5.45K
$614K
|
|
|
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
$3.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
777+ 29.79% |
$81.9K - $92.4K
|
3.39K
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
773New |
$81.5K - $91.9K
|
773
$87.1K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
773+ 14.66% |
$81.5K - $91.9K
|
6.05K
$682K
|
|
|
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
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
765+ 5.35% |
$80.7K - $91K
|
15.1K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
764+ 13.78% |
$80.6K - $90.9K
|
6.31K
$711K
|
|
|
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
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
753+ 3.28% |
$79.4K - $89.6K
|
23.7K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
750+ 20.07% |
$79.1K - $89.2K
|
4.49K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
749+ 2.34% |
$79K - $89.1K
|
32.7K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
749+ 16.29% |
$79K - $89.1K
|
5.35K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
748+ 35.77% |
$78.9K - $89K
|
2.84K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
746+ 4.21% |
$78.7K - $88.7K
|
18.5K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
744+ 7.13% |
$78.4K - $88.5K
|
11.2K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
741+ 27.44% |
$78.1K - $88.1K
|
3.44K
$388K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
741+ 0.73% |
$78.1K - $88.1K
|
102K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
739+ 1.65% |
$77.9K - $87.9K
|
45.5K
$5.12M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
739+ 20.13% |
$77.9K - $87.9K
|
4.41K
$497K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
738+ 8.08% |
$77.8K - $87.8K
|
9.88K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
737+ 190.93% |
$77.7K - $87.7K
|
1.12K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
735+ 2.47% |
$77.5K - $87.4K
|
30.4K
$3.43M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
729+ 21.96% |
$76.9K - $86.7K
|
4.05K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
726+ 4.85% |
$76.5K - $86.3K
|
15.7K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
720+ 8.24% |
$75.9K - $85.6K
|
9.46K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
713+ 15.94% |
$75.2K - $84.8K
|
5.19K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
711+ 2.65% |
$75K - $84.6K
|
27.5K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
709+ 4.19% |
$74.8K - $84.3K
|
17.6K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
708+ 1.34% |
$74.7K - $84.2K
|
53.4K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
707New |
$74.5K - $84.1K
|
707
$79.7K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
706+ 17.75% |
$74.4K - $84K
|
4.68K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
699+ 11.67% |
$73.7K - $83.1K
|
6.69K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
695+ 10.38% |
$73.3K - $82.7K
|
7.39K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
695+ 23.79% |
$73.3K - $82.7K
|
3.62K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
694+ 308.44% |
$73.2K - $82.5K
|
919
$104K
|