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 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
69+ 2.55% |
$7.28K - $8.21K
|
2.78K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
69+ 1.41% |
$7.28K - $8.21K
|
4.98K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
69+ 0.35% |
$7.28K - $8.21K
|
19.9K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
67+ 1.09% |
$7.06K - $7.97K
|
6.2K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
66+ 0.93% |
$6.96K - $7.85K
|
7.18K
$809K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
66+ 3.29% |
$6.96K - $7.85K
|
2.07K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
64+ 0.04% |
$6.75K - $7.61K
|
154K
$17.3M
|
|
|
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
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
63+ 0.74% |
$6.64K - $7.49K
|
8.58K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
63+ 1.06% |
$6.64K - $7.49K
|
5.99K
$675K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
62+ 0.17% |
$6.54K - $7.37K
|
37.5K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
62+ 2.98% |
$6.54K - $7.37K
|
2.15K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
62+ 0.3% |
$6.54K - $7.37K
|
21K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 0.27% |
$6.43K - $7.25K
|
22.4K
$2.53M
|
|
|
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
$773K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
61+ 0.4% |
$6.43K - $7.25K
|
15.2K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
60+ 0.57% |
$6.33K - $7.14K
|
10.5K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
60New |
$6.33K - $7.14K
|
60
$6.76K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
60+ 9.8% |
$6.33K - $7.14K
|
672
$75.7K
|
|
|
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
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
59+ 1.42% |
$6.22K - $7.02K
|
4.23K
$477K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
59+ 0.6% |
$6.22K - $7.02K
|
9.85K
$1.11M
|
|
|
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
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
56+ 2.09% |
$5.9K - $6.66K
|
2.74K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
55+ 3.36% |
$5.8K - $6.54K
|
1.69K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
55+ 2.1% |
$5.8K - $6.54K
|
2.68K
$302K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
54+ 2.74% |
$5.69K - $6.42K
|
2.03K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
54+ 0.11% |
$5.69K - $6.42K
|
47.6K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
54New |
$5.69K - $6.42K
|
54
$6.09K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
52+ 1.19% |
$5.48K - $6.18K
|
4.41K
$497K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52+ 1.8% |
$5.48K - $6.18K
|
2.95K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
52+ 0.71% |
$5.48K - $6.18K
|
7.39K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52+ 0.2% |
$5.48K - $6.18K
|
26.2K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
52+ 0.66% |
$5.48K - $6.18K
|
7.95K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
52+ 0.47% |
$5.48K - $6.18K
|
11.1K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
51+ 0.84% |
$5.38K - $6.07K
|
6.15K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
51+ 1.82% |
$5.38K - $6.07K
|
2.85K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
51+ 0.16% |
$5.38K - $6.07K
|
31K
$3.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
50+ 0.47% |
$5.27K - $5.95K
|
10.7K
$1.21M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
50+ 1.99% |
$5.27K - $5.95K
|
2.56K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 0.28% |
$5.27K - $5.95K
|
18.2K
$2.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.67% |
$5.27K - $5.95K
|
7.53K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
50+ 1.33% |
$5.27K - $5.95K
|
3.82K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
50+ 2.37% |
$5.27K - $5.95K
|
2.16K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
50+ 1.01% |
$5.27K - $5.95K
|
4.99K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
50+ 0.14% |
$5.27K - $5.95K
|
36.5K
$4.11M
|