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 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5+ 0.03% |
$527 - $595
|
18.6K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5+ 0.11% |
$527 - $595
|
4.69K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
5+ 0.2% |
$527 - $595
|
2.55K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.92% |
$422 - $476
|
440
$49.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4+ 0.14% |
$422 - $476
|
2.85K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
4+ 0.1% |
$422 - $476
|
4.01K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.06% |
$422 - $476
|
6.35K
$716K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$422 - $476
|
14.6K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$422 - $476
|
6.04K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4+ 0.1% |
$422 - $476
|
4.06K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.09% |
$422 - $476
|
4.71K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4+ 0.05% |
$422 - $476
|
8.5K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.18% |
$422 - $476
|
2.2K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4+ 0.02% |
$422 - $476
|
25.2K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$316 - $357
|
5.85K
$659K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.14% |
$316 - $357
|
2.2K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3+ 0.13% |
$316 - $357
|
2.31K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3+ 0.12% |
$316 - $357
|
2.54K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
3+ 0.03% |
$316 - $357
|
11.2K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.03% |
$316 - $357
|
8.77K
$989K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.11% |
$316 - $357
|
2.82K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.12% |
$316 - $357
|
2.42K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 0.41% |
$316 - $357
|
742
$83.6K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.89% |
$316 - $357
|
340
$38.3K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
3+ 0.05% |
$316 - $357
|
5.71K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$316 - $357
|
7.71K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3+ 0.11% |
$316 - $357
|
2.64K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$316 - $357
|
9.48K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$316 - $357
|
15.4K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$316 - $357
|
2.62K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.98% |
$316 - $357
|
308
$34.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
2+ 0.04% |
$211 - $238
|
4.66K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.05% |
$211 - $238
|
3.73K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.02% |
$211 - $238
|
199
$22.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
2+ 0.07% |
$211 - $238
|
2.75K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.45% |
$211 - $238
|
448
$50.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$211 - $238
|
7.56K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.45% |
$211 - $238
|
442
$49.8K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.07% |
$211 - $238
|
2.67K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.03% |
$211 - $238
|
7.71K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2+ 0.02% |
$211 - $238
|
9.14K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$211 - $238
|
2.07K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.13% |
$105 - $119
|
760
$85.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.01% |
$105 - $119
|
6.69K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$105 - $119
|
2.97K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.03% |
$105 - $119
|
3.11K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.13% |
$105 - $119
|
789
$88.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$105 - $119
|
5.33K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $119
|
5.75K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$105 - $119
|
14.6K
$1.65M
|