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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q1 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
85New |
$8.96K - $10.1K
|
85
$9.02K
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
84+ 1.4% |
$8.86K - $9.99K
|
6.06K
$644K
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
83+ 0.73% |
$8.75K - $9.87K
|
11.4K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
83+ 0.94% |
$8.75K - $9.87K
|
8.88K
$943K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
83+ 24.41% |
$8.75K - $9.87K
|
423
$44.9K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
82+ 1.43% |
$8.65K - $9.75K
|
5.84K
$619K
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
82New |
$8.65K - $9.75K
|
82
$8.7K
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
81+ 1.81% |
$8.54K - $9.63K
|
4.54K
$482K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
81+ 3.33% |
$8.54K - $9.63K
|
2.52K
$267K
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
80+ 2.13% |
$8.44K - $9.51K
|
3.83K
$407K
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.65% |
$8.44K - $9.51K
|
12.4K
$1.31M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
79+ 2.91% |
$8.33K - $9.4K
|
2.79K
$296K
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
79+ 1.19% |
$8.33K - $9.4K
|
6.69K
$710K
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
78+ 3.22% |
$8.22K - $9.28K
|
2.5K
$266K
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
78+ 1.37% |
$8.22K - $9.28K
|
5.77K
$612K
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
78+ 0.41% |
$8.22K - $9.28K
|
19.3K
$2.05M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
77+ 0.54% |
$8.12K - $9.16K
|
14.4K
$1.52M
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
77+ 2.67% |
$8.12K - $9.16K
|
2.96K
$314K
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
77+ 0.32% |
$8.12K - $9.16K
|
24K
$2.55M
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
77+ 0.43% |
$8.12K - $9.16K
|
18.1K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
77+ 2.45% |
$8.12K - $9.16K
|
3.22K
$342K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
77+ 7.2% |
$8.12K - $9.16K
|
1.15K
$122K
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
76+ 0.88% |
$8.01K - $9.04K
|
8.74K
$928K
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
76+ 0.28% |
$8.01K - $9.04K
|
27.1K
$2.88M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
76+ 3.41% |
$8.01K - $9.04K
|
2.3K
$244K
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
76+ 0.81% |
$8.01K - $9.04K
|
9.4K
$998K
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
75+ 1.35% |
$7.91K - $8.92K
|
5.62K
$596K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
75+ 0.92% |
$7.91K - $8.92K
|
8.26K
$877K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
74+ 1.75% |
$7.8K - $8.8K
|
4.29K
$456K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
74+ 0.33% |
$7.8K - $8.8K
|
22.5K
$2.38M
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
74+ 2.69% |
$7.8K - $8.8K
|
2.82K
$299K
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73+ 0.46% |
$7.7K - $8.68K
|
15.9K
$1.69M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
73+ 1.62% |
$7.7K - $8.68K
|
4.57K
$485K
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
73+ 0.54% |
$7.7K - $8.68K
|
13.5K
$1.43M
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
72+ 0.61% |
$7.59K - $8.56K
|
11.9K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
72+ 0.57% |
$7.59K - $8.56K
|
12.6K
$1.34M
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
70+ 2.97% |
$7.38K - $8.33K
|
2.43K
$258K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
70+ 0.92% |
$7.38K - $8.33K
|
7.71K
$818K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.25% |
$7.28K - $8.21K
|
28.1K
$2.98M
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
69+ 2.55% |
$7.28K - $8.21K
|
2.78K
$295K
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
69+ 1.41% |
$7.28K - $8.21K
|
4.98K
$529K
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
69+ 0.35% |
$7.28K - $8.21K
|
19.9K
$2.12M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
67+ 1.09% |
$7.06K - $7.97K
|
6.2K
$658K
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
66+ 0.93% |
$6.96K - $7.85K
|
7.18K
$761K
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
66+ 3.29% |
$6.96K - $7.85K
|
2.07K
$220K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
64+ 0.04% |
$6.75K - $7.61K
|
154K
$16.3M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
64+ 0.68% |
$6.75K - $7.61K
|
9.43K
$1M
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63+ 0.49% |
$6.64K - $7.49K
|
12.9K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
63+ 0.74% |
$6.64K - $7.49K
|
8.58K
$910K
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
63+ 1.06% |
$6.64K - $7.49K
|
5.99K
$636K
|