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 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
197+ 2.44% |
$20.8K - $23.4K
|
8.26K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
195+ 3.87% |
$20.6K - $23.2K
|
5.23K
$555K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
193+ 0.43% |
$20.3K - $23K
|
45.4K
$4.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
191+ 7.59% |
$20.1K - $22.7K
|
2.71K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
191+ 3.41% |
$20.1K - $22.7K
|
5.79K
$615K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 1.2% |
$19.9K - $22.5K
|
15.9K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
189+ 0.66% |
$19.9K - $22.5K
|
28.7K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
188+ 5.15% |
$19.8K - $22.4K
|
3.84K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
188+ 0.88% |
$19.8K - $22.4K
|
21.6K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
185+ 1.78% |
$19.5K - $22K
|
10.6K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
185+ 2.04% |
$19.5K - $22K
|
9.27K
$984K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
183+ 0.9% |
$19.3K - $21.8K
|
20.6K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
183+ 1.58% |
$19.3K - $21.8K
|
11.8K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
182+ 1.46% |
$19.2K - $21.6K
|
12.6K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
182+ 4.08% |
$19.2K - $21.6K
|
4.65K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
181+ 1.36% |
$19.1K - $21.5K
|
13.4K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
181+ 7.0% |
$19.1K - $21.5K
|
2.77K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
181+ 0.6% |
$19.1K - $21.5K
|
30.2K
$3.21M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
181+ 4.23% |
$19.1K - $21.5K
|
4.46K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
180+ 1.55% |
$19K - $21.4K
|
11.8K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
180+ 2.54% |
$19K - $21.4K
|
7.26K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
178+ 2.02% |
$18.8K - $21.2K
|
8.97K
$952K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
177+ 0.42% |
$18.7K - $21.1K
|
42.5K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
176+ 2.04% |
$18.6K - $20.9K
|
8.81K
$935K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
174+ 1.4% |
$18.3K - $20.7K
|
12.6K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
173+ 0.56% |
$18.2K - $20.6K
|
31.2K
$3.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
173+ 2.07% |
$18.2K - $20.6K
|
8.54K
$906K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
173+ 3.14% |
$18.2K - $20.6K
|
5.68K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
173+ 0.74% |
$18.2K - $20.6K
|
23.7K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
172+ 4.06% |
$18.1K - $20.5K
|
4.4K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
171+ 30.27% |
$18K - $20.3K
|
736
$78.1K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
171+ 0.52% |
$18K - $20.3K
|
33K
$3.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
170+ 1.49% |
$17.9K - $20.2K
|
11.6K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
170+ 4.57% |
$17.9K - $20.2K
|
3.89K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
170+ 0.93% |
$17.9K - $20.2K
|
18.4K
$1.96M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
169+ 1.11% |
$17.8K - $20.1K
|
15.4K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
168+ 6.73% |
$17.7K - $20K
|
2.66K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
167+ 18.19% |
$17.6K - $19.9K
|
1.09K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
167+ 3.56% |
$17.6K - $19.9K
|
4.85K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
166+ 2.26% |
$17.5K - $19.7K
|
7.52K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
166+ 8.42% |
$17.5K - $19.7K
|
2.14K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
166+ 2.07% |
$17.5K - $19.7K
|
8.2K
$870K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
165+ 2.99% |
$17.4K - $19.6K
|
5.69K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 0.18% |
$17.3K - $19.5K
|
91.7K
$9.73M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
163+ 0.26% |
$17.2K - $19.4K
|
62.3K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
162+ 1.19% |
$17.1K - $19.3K
|
13.7K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
162+ 2.58% |
$17.1K - $19.3K
|
6.45K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
161+ 1.32% |
$17K - $19.1K
|
12.4K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
161+ 4.33% |
$17K - $19.1K
|
3.88K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
160+ 0.06% |
$16.9K - $19K
|
262K
$27.8M
|