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 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
42+ 0.31% |
$4.43K - $5K
|
13.5K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
41+ 0.34% |
$4.32K - $4.88K
|
12.3K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
41+ 0.4% |
$4.32K - $4.88K
|
10.2K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
41+ 1.4% |
$4.32K - $4.88K
|
2.97K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.7% |
$4.22K - $4.76K
|
5.73K
$643K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
40+ 0.68% |
$4.22K - $4.76K
|
5.89K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
40+ 1.9% |
$4.22K - $4.76K
|
2.15K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.38% |
$4.22K - $4.76K
|
10.6K
$1.19M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.38% |
$4.22K - $4.76K
|
10.6K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
39+ 0.87% |
$4.11K - $4.64K
|
4.51K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
39+ 0.19% |
$4.11K - $4.64K
|
20.2K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.62% |
$4.01K - $4.52K
|
6.13K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
38+ 0.47% |
$4.01K - $4.52K
|
8.2K
$919K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
36+ 0.49% |
$3.8K - $4.28K
|
7.36K
$826K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
36+ 0.29% |
$3.8K - $4.28K
|
12.6K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
36+ 0.65% |
$3.8K - $4.28K
|
5.61K
$629K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
36+ 0.14% |
$3.8K - $4.28K
|
26.3K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
36+ 0.09% |
$3.8K - $4.28K
|
39.7K
$4.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
35+ 0.12% |
$3.69K - $4.16K
|
29.1K
$3.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
35+ 0.66% |
$3.69K - $4.16K
|
5.35K
$601K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
35+ 0.88% |
$3.69K - $4.16K
|
4K
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
35+ 0.18% |
$3.69K - $4.16K
|
19K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
35+ 0.62% |
$3.69K - $4.16K
|
5.65K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
35+ 0.52% |
$3.69K - $4.16K
|
6.74K
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
34+ 1.36% |
$3.58K - $4.04K
|
2.53K
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
33+ 0.83% |
$3.48K - $3.92K
|
4.02K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 0.52% |
$3.48K - $3.92K
|
6.36K
$713K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
33+ 0.31% |
$3.48K - $3.92K
|
10.8K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
33+ 0.17% |
$3.48K - $3.92K
|
19.1K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33+ 0.05% |
$3.48K - $3.92K
|
63.6K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
33+ 0.54% |
$3.48K - $3.92K
|
6.18K
$693K
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 0.88% |
$3.37K - $3.81K
|
3.68K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32+ 1.36% |
$3.37K - $3.81K
|
2.38K
$267K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32+ 1.07% |
$3.37K - $3.81K
|
3.03K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
32+ 0.4% |
$3.37K - $3.81K
|
8.06K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
31+ 0.91% |
$3.27K - $3.69K
|
3.45K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
31+ 1.24% |
$3.27K - $3.69K
|
2.53K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
31+ 1.31% |
$3.27K - $3.69K
|
2.4K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
31+ 0.54% |
$3.27K - $3.69K
|
5.74K
$644K
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
30+ 0.06% |
$3.16K - $3.57K
|
49.9K
$5.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30+ 1.01% |
$3.16K - $3.57K
|
2.99K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
30+ 0.62% |
$3.16K - $3.57K
|
4.89K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
30+ 0.57% |
$3.16K - $3.57K
|
5.31K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
30+ 0.22% |
$3.16K - $3.57K
|
13.5K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
30+ 0.5% |
$3.16K - $3.57K
|
6.09K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
30+ 0.06% |
$3.16K - $3.57K
|
54.5K
$6.11M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
29+ 1.52% |
$3.06K - $3.45K
|
1.93K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
28+ 0.1% |
$2.95K - $3.33K
|
28.6K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
28+ 0.15% |
$2.95K - $3.33K
|
19.1K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
28+ 0.82% |
$2.95K - $3.33K
|
3.42K
$384K
|