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 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
109+ 0.78% |
$11.5K - $13K
|
14K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
107+ 3.71% |
$11.3K - $12.7K
|
2.99K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
106+ 1.28% |
$11.2K - $12.6K
|
8.37K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
106+ 3.45% |
$11.2K - $12.6K
|
3.18K
$358K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
106+ 3.49% |
$11.2K - $12.6K
|
3.14K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
105+ 3.04% |
$11.1K - $12.5K
|
3.56K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
105+ 2.11% |
$11.1K - $12.5K
|
5.08K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
103+ 0.25% |
$10.9K - $12.2K
|
42K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
103+ 1.72% |
$10.9K - $12.2K
|
6.08K
$685K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
102+ 2.54% |
$10.8K - $12.1K
|
4.11K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 0.18% |
$10.8K - $12.1K
|
57.4K
$6.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 2.57% |
$10.6K - $12K
|
4.04K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
101+ 0.82% |
$10.6K - $12K
|
12.4K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.6% |
$10.5K - $11.9K
|
16.9K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
100New |
$10.5K - $11.9K
|
100
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.2% |
$10.5K - $11.9K
|
50.7K
$5.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 2.15% |
$10.5K - $11.9K
|
4.74K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
100+ 29.15% |
$10.5K - $11.9K
|
443
$49.9K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 0.29% |
$10.5K - $11.9K
|
35.1K
$3.96M
|
|
|
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
$554K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
96+ 1.43% |
$10.1K - $11.4K
|
6.81K
$768K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
96+ 2.1% |
$10.1K - $11.4K
|
4.67K
$527K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
95+ 0.23% |
$10K - $11.3K
|
41.2K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
95+ 1.28% |
$10K - $11.3K
|
7.52K
$847K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
95+ 4.82% |
$10K - $11.3K
|
2.07K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
95+ 1.33% |
$10K - $11.3K
|
7.24K
$815K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
95+ 1.69% |
$10K - $11.3K
|
5.72K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
95+ 0.21% |
$10K - $11.3K
|
46.2K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
95+ 2.53% |
$10K - $11.3K
|
3.85K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
94+ 0.79% |
$9.91K - $11.2K
|
12K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
94+ 0.11% |
$9.91K - $11.2K
|
84.1K
$9.48M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
94+ 1.58% |
$9.91K - $11.2K
|
6.06K
$682K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
93+ 0.58% |
$9.81K - $11.1K
|
16.3K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
93+ 3.55% |
$9.81K - $11.1K
|
2.71K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
93+ 0.4% |
$9.81K - $11.1K
|
23.3K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
93+ 1.91% |
$9.81K - $11.1K
|
4.97K
$560K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93+ 0.65% |
$9.81K - $11.1K
|
14.4K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
93+ 1.84% |
$9.81K - $11.1K
|
5.16K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
93+ 2.85% |
$9.81K - $11.1K
|
3.36K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
92+ 13.01% |
$9.7K - $10.9K
|
799
$90.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
92+ 0.96% |
$9.7K - $10.9K
|
9.67K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
92+ 3.09% |
$9.7K - $10.9K
|
3.07K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
92+ 4.47% |
$9.7K - $10.9K
|
2.15K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
92+ 2.41% |
$9.7K - $10.9K
|
3.9K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
90+ 3.77% |
$9.49K - $10.7K
|
2.48K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
90+ 2.98% |
$9.49K - $10.7K
|
3.11K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
90+ 2.0% |
$9.49K - $10.7K
|
4.58K
$516K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
90+ 2.06% |
$9.49K - $10.7K
|
4.46K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
90+ 3.58% |
$9.49K - $10.7K
|
2.6K
$293K
|