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 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
16+ 0.94% |
$1.69K - $1.9K
|
1.72K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
16+ 0.28% |
$1.69K - $1.9K
|
5.7K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16+ 0.28% |
$1.69K - $1.9K
|
5.8K
$651K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
15+ 0.26% |
$1.58K - $1.78K
|
5.76K
$647K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 0.61% |
$1.58K - $1.78K
|
2.46K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
15New |
$1.58K - $1.78K
|
15
$1.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 0.17% |
$1.58K - $1.78K
|
8.79K
$986K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
15+ 0.28% |
$1.58K - $1.78K
|
5.37K
$603K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
15+ 0.37% |
$1.58K - $1.78K
|
4.1K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.68% |
$1.58K - $1.78K
|
2.23K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.47% |
$1.48K - $1.67K
|
3K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 0.39% |
$1.48K - $1.67K
|
3.62K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
14+ 0.29% |
$1.48K - $1.67K
|
4.9K
$550K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
14+ 0.57% |
$1.48K - $1.67K
|
2.47K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
14+ 0.4% |
$1.48K - $1.67K
|
3.54K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
14+ 0.36% |
$1.48K - $1.67K
|
3.93K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14+ 0.22% |
$1.48K - $1.67K
|
6.5K
$729K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.4% |
$1.37K - $1.55K
|
3.24K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
13+ 0.13% |
$1.37K - $1.55K
|
9.69K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13+ 0.83% |
$1.37K - $1.55K
|
1.58K
$178K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
12+ 0.09% |
$1.27K - $1.43K
|
13K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
12+ 0.17% |
$1.27K - $1.43K
|
6.97K
$782K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
12+ 0.17% |
$1.27K - $1.43K
|
7.27K
$815K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12+ 0.64% |
$1.27K - $1.43K
|
1.89K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.82% |
$1.27K - $1.43K
|
1.48K
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.16% |
$1.16K - $1.31K
|
6.95K
$779K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11+ 0.04% |
$1.16K - $1.31K
|
30.5K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
11+ 0.29% |
$1.16K - $1.31K
|
3.79K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11+ 0.49% |
$1.16K - $1.31K
|
2.25K
$253K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.13% |
$1.16K - $1.31K
|
8.46K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
10+ 0.44% |
$1.05K - $1.19K
|
2.29K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.97% |
$1.05K - $1.19K
|
1.05K
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.1% |
$1.05K - $1.19K
|
10.5K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 0.13% |
$1.05K - $1.19K
|
7.68K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10+ 0.19% |
$1.05K - $1.19K
|
5.35K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.08% |
$1.05K - $1.19K
|
13.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
10+ 0.47% |
$1.05K - $1.19K
|
2.12K
$238K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
9+ 0.05% |
$949 - $1.07K
|
19.7K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
9+ 0.09% |
$949 - $1.07K
|
9.62K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$949 - $1.07K
|
14.3K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
9New |
$949 - $1.07K
|
9
$1.01K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.83% |
$949 - $1.07K
|
1.1K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
9+ 0.37% |
$949 - $1.07K
|
2.42K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$844 - $951
|
7.17K
$804K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8+ 0.1% |
$844 - $951
|
7.76K
$871K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.07% |
$844 - $951
|
11.1K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.34% |
$844 - $951
|
2.34K
$263K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8+ 13.56% |
$844 - $951
|
67
$7.52K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.54% |
$738 - $833
|
1.31K
$147K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.07% |
$738 - $833
|
10K
$1.12M
|