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 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
221+ 2.07% |
$23.3K - $26.3K
|
10.9K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
219+ 5.52% |
$23.1K - $26K
|
4.19K
$470K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
219+ 2.89% |
$23.1K - $26K
|
7.79K
$874K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
219+ 3.66% |
$23.1K - $26K
|
6.2K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
218+ 1.59% |
$23K - $25.9K
|
13.9K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
217+ 0.62% |
$22.9K - $25.8K
|
35.5K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
217+ 13.04% |
$22.9K - $25.8K
|
1.88K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
216+ 6.02% |
$22.8K - $25.7K
|
3.8K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
215+ 3.02% |
$22.7K - $25.6K
|
7.33K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
214+ 4.12% |
$22.6K - $25.5K
|
5.41K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
214+ 0.81% |
$22.6K - $25.5K
|
26.8K
$3.01M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
213+ 4.87% |
$22.5K - $25.3K
|
4.58K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
213+ 3.32% |
$22.5K - $25.3K
|
6.63K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
212+ 6.89% |
$22.4K - $25.2K
|
3.29K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
211+ 1.91% |
$22.2K - $25.1K
|
11.2K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
209+ 2.43% |
$22K - $24.9K
|
8.82K
$990K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
209+ 8.32% |
$22K - $24.9K
|
2.72K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
208+ 2.04% |
$21.9K - $24.7K
|
10.4K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
208+ 15.49% |
$21.9K - $24.7K
|
1.55K
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
208+ 0.08% |
$21.9K - $24.7K
|
261K
$29.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
207+ 14.74% |
$21.8K - $24.6K
|
1.61K
$181K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
207+ 10.13% |
$21.8K - $24.6K
|
2.25K
$252K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
206+ 98.56% |
$21.7K - $24.5K
|
415
$46.6K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
205New |
$21.6K - $24.4K
|
205
$23K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
204+ 19.98% |
$21.5K - $24.3K
|
1.23K
$137K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
203+ 5.2% |
$21.4K - $24.1K
|
4.11K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
203+ 1.5% |
$21.4K - $24.1K
|
13.8K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
203+ 9.53% |
$21.4K - $24.1K
|
2.33K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
201+ 5.84% |
$21.2K - $23.9K
|
3.64K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
201+ 0.27% |
$21.2K - $23.9K
|
75.9K
$8.51M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 0.77% |
$21.1K - $23.8K
|
26.3K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
199+ 0.4% |
$21K - $23.7K
|
49.7K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
198New |
$20.9K - $23.5K
|
198
$22.2K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
197+ 2.44% |
$20.8K - $23.4K
|
8.26K
$926K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
195+ 3.87% |
$20.6K - $23.2K
|
5.23K
$587K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
193+ 0.43% |
$20.3K - $23K
|
45.4K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
191+ 7.59% |
$20.1K - $22.7K
|
2.71K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
191+ 3.41% |
$20.1K - $22.7K
|
5.79K
$650K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 1.2% |
$19.9K - $22.5K
|
15.9K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
189+ 0.66% |
$19.9K - $22.5K
|
28.7K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
188+ 5.15% |
$19.8K - $22.4K
|
3.84K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
188+ 0.88% |
$19.8K - $22.4K
|
21.6K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
185+ 1.78% |
$19.5K - $22K
|
10.6K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
185+ 2.04% |
$19.5K - $22K
|
9.27K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
183+ 0.9% |
$19.3K - $21.8K
|
20.6K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
183+ 1.58% |
$19.3K - $21.8K
|
11.8K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
182+ 1.46% |
$19.2K - $21.6K
|
12.6K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
182+ 4.08% |
$19.2K - $21.6K
|
4.65K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
181+ 1.36% |
$19.1K - $21.5K
|
13.4K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
181+ 7.0% |
$19.1K - $21.5K
|
2.77K
$311K
|