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 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3- 0.35% |
$316 - $357
|
844
$94.7K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4- 0.01% |
$422 - $476
|
35K
$3.93M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4- 0.04% |
$422 - $476
|
9.6K
$1.08M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 0.17% |
$422 - $476
|
2.39K
$268K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-4- 0.07% |
$422 - $476
|
5.93K
$665K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.05% |
$527 - $595
|
9.85K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-5- 0.08% |
$527 - $595
|
6.06K
$680K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6- 0.04% |
$633 - $714
|
16.5K
$1.85M
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-6- 0.19% |
$633 - $714
|
3.09K
$347K
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.02% |
$633 - $714
|
31.7K
$3.56M
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-7- 0.22% |
$738 - $833
|
3.21K
$360K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 2.33% |
$738 - $833
|
294
$33K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.15% |
$738 - $833
|
4.75K
$533K
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-8- 0.2% |
$844 - $951
|
3.95K
$444K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 0.15% |
$844 - $951
|
5.49K
$616K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8- 0.05% |
$844 - $951
|
17K
$1.91M
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-9- 0.28% |
$949 - $1.07K
|
3.22K
$361K
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-10- 0.02% |
$1.05K - $1.19K
|
43.8K
$4.91M
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-10- 0.03% |
$1.05K - $1.19K
|
39K
$4.37M
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-10- 0.08% |
$1.05K - $1.19K
|
13.2K
$1.49M
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-10- 0.2% |
$1.05K - $1.19K
|
5.11K
$573K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-10- 0.17% |
$1.05K - $1.19K
|
6.01K
$675K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10- 0.2% |
$1.05K - $1.19K
|
5.09K
$571K
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-10- 0.08% |
$1.05K - $1.19K
|
12.2K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.05K - $1.19K
|
3.95K
$443K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 0.02% |
$1.05K - $1.19K
|
60.7K
$6.81M
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-11- 0.29% |
$1.16K - $1.31K
|
3.81K
$428K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-11- 0.03% |
$1.16K - $1.31K
|
42.5K
$4.76M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-11- 0.04% |
$1.16K - $1.31K
|
29.1K
$3.27M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-12- 0.48% |
$1.27K - $1.43K
|
2.5K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-12- 0.33% |
$1.27K - $1.43K
|
3.65K
$410K
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 0.78% |
$1.27K - $1.43K
|
1.52K
$170K
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-13- 0.18% |
$1.37K - $1.55K
|
7.24K
$813K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-13- 0.06% |
$1.37K - $1.55K
|
22.3K
$2.5M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-14- 3.75% |
$1.48K - $1.67K
|
359
$40.3K
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-14- 0.13% |
$1.48K - $1.67K
|
10.7K
$1.2M
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-14- 0.03% |
$1.48K - $1.67K
|
47.3K
$5.31M
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-14- 0.08% |
$1.48K - $1.67K
|
17.6K
$1.97M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 1.52% |
$1.48K - $1.67K
|
910
$102K
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15- 0.03% |
$1.58K - $1.78K
|
51.7K
$5.8M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-15- 0.25% |
$1.58K - $1.78K
|
5.94K
$666K
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-15- 0.14% |
$1.58K - $1.78K
|
10.9K
$1.23M
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-16- 0.09% |
$1.69K - $1.9K
|
18.1K
$2.03M
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-16- 64.0% |
$1.69K - $1.9K
|
9
$1.01K
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-17- 0.32% |
$1.79K - $2.02K
|
5.34K
$599K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 0.74% |
$1.79K - $2.02K
|
2.28K
$256K
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-18- 0.08% |
$1.9K - $2.14K
|
22.8K
$2.56M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-18- 0.04% |
$1.9K - $2.14K
|
44.6K
$5M
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-19- 0.74% |
$2K - $2.26K
|
2.57K
$288K
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-19- 0.31% |
$2K - $2.26K
|
6.01K
$675K
|