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 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
317+ 2.38% |
$33.4K - $37.7K
|
13.6K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
317+ 1.3% |
$33.4K - $37.7K
|
24.7K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
316+ 1.73% |
$33.3K - $37.6K
|
18.6K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
316+ 0.57% |
$33.3K - $37.6K
|
56.2K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
314+ 0.17% |
$33.1K - $37.3K
|
183K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
313+ 4.21% |
$33K - $37.2K
|
7.75K
$870K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
312+ 4.86% |
$32.9K - $37.1K
|
6.73K
$755K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
312+ 1.99% |
$32.9K - $37.1K
|
16K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
311+ 12.49% |
$32.8K - $37K
|
2.8K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
310+ 4.49% |
$32.7K - $36.9K
|
7.22K
$810K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
309+ 0.48% |
$32.6K - $36.7K
|
64.9K
$7.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
309+ 2.52% |
$32.6K - $36.7K
|
12.6K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
309+ 7.1% |
$32.6K - $36.7K
|
4.66K
$523K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
308+ 1.04% |
$32.5K - $36.6K
|
30.1K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
308+ 2.18% |
$32.5K - $36.6K
|
14.4K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
305+ 5.82% |
$32.2K - $36.3K
|
5.55K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
303+ 0.66% |
$31.9K - $36K
|
46.1K
$5.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
BUY
|
- |
300+ 3.75% |
$31.6K - $35.7K
|
8.3K
$931K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
300+ 9.48% |
$31.6K - $35.7K
|
3.47K
$389K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300+ 1500.0% |
$31.6K - $35.7K
|
320
$35.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
299+ 0.85% |
$31.5K - $35.6K
|
35.6K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
299+ 0.34% |
$31.5K - $35.6K
|
87.5K
$9.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
298+ 4.75% |
$31.4K - $35.4K
|
6.57K
$737K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
297+ 3.85% |
$31.3K - $35.3K
|
8.01K
$899K
|
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
296+ 0.17% |
$31.2K - $35.2K
|
169K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
296+ 12.69% |
$31.2K - $35.2K
|
2.63K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
295+ 5.58% |
$31.1K - $35.1K
|
5.58K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
295+ 7.42% |
$31.1K - $35.1K
|
4.27K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
294+ 0.26% |
$31K - $35K
|
113K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
292+ 0.16% |
$30.8K - $34.7K
|
179K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
291+ 11.66% |
$30.7K - $34.6K
|
2.79K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
290+ 1.84% |
$30.6K - $34.5K
|
16K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
287+ 6.94% |
$30.3K - $34.1K
|
4.42K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
286+ 1.85% |
$30.2K - $34K
|
15.8K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
285+ 7.26% |
$30.1K - $33.9K
|
4.21K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
284+ 1.16% |
$29.9K - $33.8K
|
24.7K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
281+ 10.77% |
$29.6K - $33.4K
|
2.89K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
280+ 3.48% |
$29.5K - $33.3K
|
8.33K
$935K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
278+ 1.73% |
$29.3K - $33.1K
|
16.4K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
277+ 3.24% |
$29.2K - $32.9K
|
8.83K
$990K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
276+ 0.93% |
$29.1K - $32.8K
|
30K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
276+ 0.53% |
$29.1K - $32.8K
|
52.7K
$5.91M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
276+ 3.4% |
$29.1K - $32.8K
|
8.4K
$943K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
274+ 1.49% |
$28.9K - $32.6K
|
18.7K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
274+ 4.0% |
$28.9K - $32.6K
|
7.13K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
271+ 0.3% |
$28.6K - $32.2K
|
90.5K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
271+ 6.2% |
$28.6K - $32.2K
|
4.65K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
269+ 3.13% |
$28.4K - $32K
|
8.85K
$993K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
266+ 2.87% |
$28K - $31.6K
|
9.55K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
265+ 0.09% |
$27.9K - $31.5K
|
306K
$34.3M
|