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 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
55+ 2.1% |
$5.8K - $6.54K
|
2.68K
$300K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
54+ 2.74% |
$5.69K - $6.42K
|
2.03K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
54+ 0.11% |
$5.69K - $6.42K
|
47.6K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
54New |
$5.69K - $6.42K
|
54
$6.06K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
52+ 1.19% |
$5.48K - $6.18K
|
4.41K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52+ 1.8% |
$5.48K - $6.18K
|
2.95K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
52+ 0.71% |
$5.48K - $6.18K
|
7.39K
$829K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52+ 0.2% |
$5.48K - $6.18K
|
26.2K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
52+ 0.66% |
$5.48K - $6.18K
|
7.95K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
52+ 0.47% |
$5.48K - $6.18K
|
11.1K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
51+ 0.84% |
$5.38K - $6.07K
|
6.15K
$690K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
51+ 1.82% |
$5.38K - $6.07K
|
2.85K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
51+ 0.16% |
$5.38K - $6.07K
|
31K
$3.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
50+ 0.47% |
$5.27K - $5.95K
|
10.7K
$1.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
50+ 1.99% |
$5.27K - $5.95K
|
2.56K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 0.28% |
$5.27K - $5.95K
|
18.2K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.67% |
$5.27K - $5.95K
|
7.53K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
50+ 1.33% |
$5.27K - $5.95K
|
3.82K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
50+ 2.37% |
$5.27K - $5.95K
|
2.16K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
50+ 1.01% |
$5.27K - $5.95K
|
4.99K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
50+ 0.14% |
$5.27K - $5.95K
|
36.5K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 0.95% |
$5.27K - $5.95K
|
5.31K
$596K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
50+ 0.78% |
$5.27K - $5.95K
|
6.47K
$725K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
50+ 1.39% |
$5.27K - $5.95K
|
3.66K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
50+ 0.45% |
$5.27K - $5.95K
|
11.2K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
50+ 0.53% |
$5.27K - $5.95K
|
9.44K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
49+ 0.85% |
$5.17K - $5.83K
|
5.84K
$655K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
49+ 2.55% |
$5.17K - $5.83K
|
1.97K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
49+ 0.93% |
$5.17K - $5.83K
|
5.3K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
49+ 42.24% |
$5.17K - $5.83K
|
165
$18.5K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
49+ 15.22% |
$5.17K - $5.83K
|
371
$41.6K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
48+ 1.13% |
$5.06K - $5.71K
|
4.31K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 2.34% |
$5.06K - $5.71K
|
2.1K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
47+ 0.31% |
$4.96K - $5.59K
|
15K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
47+ 2.3% |
$4.96K - $5.59K
|
2.09K
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
46+ 1.16% |
$4.85K - $5.47K
|
4.02K
$451K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
46+ 1.06% |
$4.85K - $5.47K
|
4.39K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
46+ 1.26% |
$4.85K - $5.47K
|
3.7K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
45+ 2.37% |
$4.74K - $5.35K
|
1.95K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.24% |
$4.64K - $5.23K
|
18.7K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
44+ 2.15% |
$4.64K - $5.23K
|
2.09K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
44+ 1.1% |
$4.64K - $5.23K
|
4.04K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
43+ 1.25% |
$4.53K - $5.11K
|
3.49K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43+ 0.35% |
$4.53K - $5.11K
|
12.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
43+ 0.42% |
$4.53K - $5.11K
|
10.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
43+ 0.47% |
$4.53K - $5.11K
|
9.2K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
42+ 0.74% |
$4.43K - $5K
|
5.68K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
42+ 1.41% |
$4.43K - $5K
|
3.02K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 0.66% |
$4.43K - $5K
|
6.44K
$723K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
42+ 0.9% |
$4.43K - $5K
|
4.69K
$526K
|