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 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
119+ 3.47% |
$12.5K - $14.2K
|
3.55K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
119+ 0.42% |
$12.5K - $14.2K
|
28.1K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
119+ 0.59% |
$12.5K - $14.2K
|
20.3K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
118+ 1.41% |
$12.4K - $14K
|
8.46K
$949K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
117+ 0.85% |
$12.3K - $13.9K
|
13.9K
$1.56M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
116+ 1.95% |
$12.2K - $13.8K
|
6.07K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
115+ 0.89% |
$12.1K - $13.7K
|
13.1K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
115+ 0.28% |
$12.1K - $13.7K
|
41.8K
$4.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
115+ 1.65% |
$12.1K - $13.7K
|
7.08K
$795K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
115+ 3.22% |
$12.1K - $13.7K
|
3.69K
$414K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
114+ 0.93% |
$12K - $13.6K
|
12.4K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
113+ 1.69% |
$11.9K - $13.4K
|
6.79K
$762K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
113+ 2.05% |
$11.9K - $13.4K
|
5.62K
$631K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
112+ 0.78% |
$11.8K - $13.3K
|
14.4K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
112+ 5.16% |
$11.8K - $13.3K
|
2.28K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
112+ 2.05% |
$11.8K - $13.3K
|
5.58K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
112New |
$11.8K - $13.3K
|
112
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
112+ 2.7% |
$11.8K - $13.3K
|
4.26K
$478K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
111+ 0.46% |
$11.7K - $13.2K
|
24K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
111+ 5.3% |
$11.7K - $13.2K
|
2.21K
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
110+ 0.58% |
$11.6K - $13.1K
|
19.1K
$2.14M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
110+ 24.5% |
$11.6K - $13.1K
|
559
$62.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
109+ 0.78% |
$11.5K - $13K
|
14K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
107+ 3.71% |
$11.3K - $12.7K
|
2.99K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
106+ 1.28% |
$11.2K - $12.6K
|
8.37K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
106+ 3.45% |
$11.2K - $12.6K
|
3.18K
$356K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
106+ 3.49% |
$11.2K - $12.6K
|
3.14K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
105+ 3.04% |
$11.1K - $12.5K
|
3.56K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
105+ 2.11% |
$11.1K - $12.5K
|
5.08K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
103+ 0.25% |
$10.9K - $12.2K
|
42K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
103+ 1.72% |
$10.9K - $12.2K
|
6.08K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
102+ 2.54% |
$10.8K - $12.1K
|
4.11K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 0.18% |
$10.8K - $12.1K
|
57.4K
$6.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 2.57% |
$10.6K - $12K
|
4.04K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
101+ 0.82% |
$10.6K - $12K
|
12.4K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.6% |
$10.5K - $11.9K
|
16.9K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
100New |
$10.5K - $11.9K
|
100
$11.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.2% |
$10.5K - $11.9K
|
50.7K
$5.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 2.15% |
$10.5K - $11.9K
|
4.74K
$532K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
100+ 29.15% |
$10.5K - $11.9K
|
443
$49.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 0.29% |
$10.5K - $11.9K
|
35.1K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
100+ 1.01% |
$10.5K - $11.9K
|
10K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
96+ 1.99% |
$10.1K - $11.4K
|
4.91K
$551K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
96+ 1.43% |
$10.1K - $11.4K
|
6.81K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
96+ 2.1% |
$10.1K - $11.4K
|
4.67K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
95+ 0.23% |
$10K - $11.3K
|
41.2K
$4.63M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
95+ 1.28% |
$10K - $11.3K
|
7.52K
$844K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
95+ 4.82% |
$10K - $11.3K
|
2.07K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
95+ 1.33% |
$10K - $11.3K
|
7.24K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
95+ 1.69% |
$10K - $11.3K
|
5.72K
$642K
|