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 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
792+ 4.34% |
$83.5K - $94.2K
|
19K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
791+ 16.99% |
$83.4K - $94.1K
|
5.45K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
788+ 8.35% |
$83.1K - $93.7K
|
10.2K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
779+ 2.98% |
$82.1K - $92.6K
|
27K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
777+ 29.79% |
$81.9K - $92.4K
|
3.39K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
773New |
$81.5K - $91.9K
|
773
$82K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
773+ 14.66% |
$81.5K - $91.9K
|
6.05K
$642K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
770+ 8.29% |
$81.2K - $91.6K
|
10.1K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
766+ 1.1% |
$80.8K - $91.1K
|
70.2K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
765+ 5.35% |
$80.7K - $91K
|
15.1K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
764+ 13.78% |
$80.6K - $90.9K
|
6.31K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
763+ 7.78% |
$80.5K - $90.7K
|
10.6K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
761+ 0.85% |
$80.2K - $90.5K
|
89.8K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
754+ 1.29% |
$79.5K - $89.7K
|
59.1K
$6.27M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
753+ 3.28% |
$79.4K - $89.6K
|
23.7K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
750+ 20.07% |
$79.1K - $89.2K
|
4.49K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
749+ 2.34% |
$79K - $89.1K
|
32.7K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
749+ 16.29% |
$79K - $89.1K
|
5.35K
$567K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
748+ 35.77% |
$78.9K - $89K
|
2.84K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
746+ 4.21% |
$78.7K - $88.7K
|
18.5K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
744+ 7.13% |
$78.4K - $88.5K
|
11.2K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
741+ 27.44% |
$78.1K - $88.1K
|
3.44K
$365K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
741+ 0.73% |
$78.1K - $88.1K
|
102K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
739+ 1.65% |
$77.9K - $87.9K
|
45.5K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
739+ 20.13% |
$77.9K - $87.9K
|
4.41K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
738+ 8.08% |
$77.8K - $87.8K
|
9.88K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
737+ 190.93% |
$77.7K - $87.7K
|
1.12K
$119K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
735+ 2.47% |
$77.5K - $87.4K
|
30.4K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
729+ 21.96% |
$76.9K - $86.7K
|
4.05K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
726+ 4.85% |
$76.5K - $86.3K
|
15.7K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
720+ 8.24% |
$75.9K - $85.6K
|
9.46K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
713+ 15.94% |
$75.2K - $84.8K
|
5.19K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
711+ 2.65% |
$75K - $84.6K
|
27.5K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
709+ 4.19% |
$74.8K - $84.3K
|
17.6K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
708+ 1.34% |
$74.7K - $84.2K
|
53.4K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
707New |
$74.5K - $84.1K
|
707
$75K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
706+ 17.75% |
$74.4K - $84K
|
4.68K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
699+ 11.67% |
$73.7K - $83.1K
|
6.69K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
695+ 10.38% |
$73.3K - $82.7K
|
7.39K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
695+ 23.79% |
$73.3K - $82.7K
|
3.62K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
694+ 308.44% |
$73.2K - $82.5K
|
919
$97.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
691+ 4.36% |
$72.9K - $82.2K
|
16.5K
$1.75M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
691+ 2.68% |
$72.9K - $82.2K
|
26.5K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
688+ 1.54% |
$72.5K - $81.8K
|
45.5K
$4.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
684+ 7.23% |
$72.1K - $81.3K
|
10.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
677+ 5.62% |
$71.4K - $80.5K
|
12.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
675+ 27.32% |
$71.2K - $80.3K
|
3.15K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
668+ 5.27% |
$70.4K - $79.4K
|
13.3K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
666New |
$70.2K - $79.2K
|
666
$70.7K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
666+ 25.42% |
$70.2K - $79.2K
|
3.29K
$349K
|