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 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 2.57% |
$10.6K - $12K
|
4.04K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
101+ 0.82% |
$10.6K - $12K
|
12.4K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.6% |
$10.5K - $11.9K
|
16.9K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
100New |
$10.5K - $11.9K
|
100
$10.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.2% |
$10.5K - $11.9K
|
50.7K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 2.15% |
$10.5K - $11.9K
|
4.74K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
100+ 29.15% |
$10.5K - $11.9K
|
443
$47K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 0.29% |
$10.5K - $11.9K
|
35.1K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
100+ 1.01% |
$10.5K - $11.9K
|
10K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
96+ 1.99% |
$10.1K - $11.4K
|
4.91K
$521K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
96+ 1.43% |
$10.1K - $11.4K
|
6.81K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
96+ 2.1% |
$10.1K - $11.4K
|
4.67K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
95+ 0.23% |
$10K - $11.3K
|
41.2K
$4.38M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
95+ 1.28% |
$10K - $11.3K
|
7.52K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
95+ 4.82% |
$10K - $11.3K
|
2.07K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
95+ 1.33% |
$10K - $11.3K
|
7.24K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
95+ 1.69% |
$10K - $11.3K
|
5.72K
$607K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
95+ 0.21% |
$10K - $11.3K
|
46.2K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
95+ 2.53% |
$10K - $11.3K
|
3.85K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
94+ 0.79% |
$9.91K - $11.2K
|
12K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
94+ 0.11% |
$9.91K - $11.2K
|
84.1K
$8.93M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
94+ 1.58% |
$9.91K - $11.2K
|
6.06K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
93+ 0.58% |
$9.81K - $11.1K
|
16.3K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
93+ 3.55% |
$9.81K - $11.1K
|
2.71K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
93+ 0.4% |
$9.81K - $11.1K
|
23.3K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
93+ 1.91% |
$9.81K - $11.1K
|
4.97K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93+ 0.65% |
$9.81K - $11.1K
|
14.4K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
93+ 1.84% |
$9.81K - $11.1K
|
5.16K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
93+ 2.85% |
$9.81K - $11.1K
|
3.36K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
92+ 13.01% |
$9.7K - $10.9K
|
799
$84.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
92+ 0.96% |
$9.7K - $10.9K
|
9.67K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
92+ 3.09% |
$9.7K - $10.9K
|
3.07K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
92+ 4.47% |
$9.7K - $10.9K
|
2.15K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
92+ 2.41% |
$9.7K - $10.9K
|
3.9K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
90+ 3.77% |
$9.49K - $10.7K
|
2.48K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
90+ 2.98% |
$9.49K - $10.7K
|
3.11K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
90+ 2.0% |
$9.49K - $10.7K
|
4.58K
$486K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
90+ 2.06% |
$9.49K - $10.7K
|
4.46K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
90+ 3.58% |
$9.49K - $10.7K
|
2.6K
$276K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
89+ 2.79% |
$9.38K - $10.6K
|
3.28K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
89+ 2.97% |
$9.38K - $10.6K
|
3.09K
$327K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
89+ 2.26% |
$9.38K - $10.6K
|
4.03K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
88+ 4.44% |
$9.28K - $10.5K
|
2.07K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
88+ 0.42% |
$9.28K - $10.5K
|
21.2K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
87+ 0.78% |
$9.17K - $10.3K
|
11.2K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
87+ 1.25% |
$9.17K - $10.3K
|
7.03K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
86+ 0.94% |
$9.07K - $10.2K
|
9.28K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
86+ 0.66% |
$9.07K - $10.2K
|
13K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
85+ 0.27% |
$8.96K - $10.1K
|
31.6K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
85+ 1.05% |
$8.96K - $10.1K
|
8.21K
$872K
|