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 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
77+ 0.32% |
$8.12K - $9.16K
|
24K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
77+ 0.43% |
$8.12K - $9.16K
|
18.1K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
77+ 2.45% |
$8.12K - $9.16K
|
3.22K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
77+ 7.2% |
$8.12K - $9.16K
|
1.15K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
76+ 0.88% |
$8.01K - $9.04K
|
8.74K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
76+ 0.28% |
$8.01K - $9.04K
|
27.1K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
76+ 3.41% |
$8.01K - $9.04K
|
2.3K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
76+ 0.81% |
$8.01K - $9.04K
|
9.4K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
75+ 1.35% |
$7.91K - $8.92K
|
5.62K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
75+ 0.92% |
$7.91K - $8.92K
|
8.26K
$927K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
74+ 1.75% |
$7.8K - $8.8K
|
4.29K
$482K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
74+ 0.33% |
$7.8K - $8.8K
|
22.5K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
74+ 2.69% |
$7.8K - $8.8K
|
2.82K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73+ 0.46% |
$7.7K - $8.68K
|
15.9K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
73+ 1.62% |
$7.7K - $8.68K
|
4.57K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
73+ 0.54% |
$7.7K - $8.68K
|
13.5K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
72+ 0.61% |
$7.59K - $8.56K
|
11.9K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
72+ 0.57% |
$7.59K - $8.56K
|
12.6K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
70+ 2.97% |
$7.38K - $8.33K
|
2.43K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
70+ 0.92% |
$7.38K - $8.33K
|
7.71K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.25% |
$7.28K - $8.21K
|
28.1K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
69+ 2.55% |
$7.28K - $8.21K
|
2.78K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
69+ 1.41% |
$7.28K - $8.21K
|
4.98K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
69+ 0.35% |
$7.28K - $8.21K
|
19.9K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
67+ 1.09% |
$7.06K - $7.97K
|
6.2K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
66+ 0.93% |
$6.96K - $7.85K
|
7.18K
$805K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
66+ 3.29% |
$6.96K - $7.85K
|
2.07K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
64+ 0.04% |
$6.75K - $7.61K
|
154K
$17.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
64+ 0.68% |
$6.75K - $7.61K
|
9.43K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63+ 0.49% |
$6.64K - $7.49K
|
12.9K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
63+ 0.74% |
$6.64K - $7.49K
|
8.58K
$962K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
63+ 1.06% |
$6.64K - $7.49K
|
5.99K
$672K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
62+ 0.17% |
$6.54K - $7.37K
|
37.5K
$4.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
62+ 2.98% |
$6.54K - $7.37K
|
2.15K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
62+ 0.3% |
$6.54K - $7.37K
|
21K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 0.27% |
$6.43K - $7.25K
|
22.4K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
61+ 5.27% |
$6.43K - $7.25K
|
1.22K
$137K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
61+ 0.9% |
$6.43K - $7.25K
|
6.86K
$769K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
61+ 0.4% |
$6.43K - $7.25K
|
15.2K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
60+ 0.57% |
$6.33K - $7.14K
|
10.5K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
60New |
$6.33K - $7.14K
|
60
$6.73K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
60+ 9.8% |
$6.33K - $7.14K
|
672
$75.4K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
60+ 0.62% |
$6.33K - $7.14K
|
9.79K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
59+ 0.37% |
$6.22K - $7.02K
|
16.1K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
59+ 1.42% |
$6.22K - $7.02K
|
4.23K
$474K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
59+ 0.6% |
$6.22K - $7.02K
|
9.85K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
58+ 0.48% |
$6.12K - $6.9K
|
12.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
57+ 0.54% |
$6.01K - $6.78K
|
10.6K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
56+ 2.09% |
$5.9K - $6.66K
|
2.74K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
55+ 3.36% |
$5.8K - $6.54K
|
1.69K
$190K
|