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 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-84- 0.31% |
$8.86K - $9.99K
|
26.6K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-84- 0.85% |
$8.86K - $9.99K
|
9.78K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-84- 0.92% |
$8.86K - $9.99K
|
9.05K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-85- 0.67% |
$8.96K - $10.1K
|
12.6K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-85- 1.1% |
$8.96K - $10.1K
|
7.61K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-85- 0.34% |
$8.96K - $10.1K
|
25K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-86- 0.03% |
$9.07K - $10.2K
|
251K
$28.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-86- 2.31% |
$9.07K - $10.2K
|
3.64K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-86- 1.21% |
$9.07K - $10.2K
|
7.02K
$788K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 0.89% |
$9.17K - $10.3K
|
9.64K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-88- 0.28% |
$9.28K - $10.5K
|
31.8K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-88- 1.2% |
$9.28K - $10.5K
|
7.27K
$815K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-90- 2.52% |
$9.49K - $10.7K
|
3.48K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-90- 0.94% |
$9.49K - $10.7K
|
9.45K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-91- 0.29% |
$9.6K - $10.8K
|
31.1K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-91- 1.36% |
$9.6K - $10.8K
|
6.62K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-91- 4.44% |
$9.6K - $10.8K
|
1.96K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-91- 0.38% |
$9.6K - $10.8K
|
24.1K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 3.36% |
$9.7K - $10.9K
|
2.65K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-93- 0.11% |
$9.81K - $11.1K
|
85.1K
$9.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-93- 1.33% |
$9.81K - $11.1K
|
6.92K
$776K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-93- 0.12% |
$9.81K - $11.1K
|
79K
$8.86M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-93- 1.91% |
$9.81K - $11.1K
|
4.79K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-94- 3.65% |
$9.91K - $11.2K
|
2.48K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-95- 4.82% |
$10K - $11.3K
|
1.88K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-95- 4.04% |
$10K - $11.3K
|
2.25K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-96- 2.76% |
$10.1K - $11.4K
|
3.39K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-96- 0.3% |
$10.1K - $11.4K
|
31.7K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-96- 63.58% |
$10.1K - $11.4K
|
55
$6.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-97- 1.05% |
$10.2K - $11.5K
|
9.12K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-97- 0.15% |
$10.2K - $11.5K
|
65K
$7.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-98- 0.84% |
$10.3K - $11.7K
|
11.6K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-98- 3.62% |
$10.3K - $11.7K
|
2.61K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-99- 1.44% |
$10.4K - $11.8K
|
6.77K
$760K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-99- 0.24% |
$10.4K - $11.8K
|
40.3K
$4.53M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-99- 8.3% |
$10.4K - $11.8K
|
1.09K
$123K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-100- 4.36% |
$10.5K - $11.9K
|
2.2K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 0.1% |
$10.5K - $11.9K
|
98K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-100- 0.32% |
$10.5K - $11.9K
|
30.7K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.27% |
$10.5K - $11.9K
|
37.1K
$4.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 5.43% |
$10.5K - $11.9K
|
1.74K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-100- 1.37% |
$10.5K - $11.9K
|
7.22K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-100- 2.98% |
$10.5K - $11.9K
|
3.26K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 0.24% |
$10.5K - $11.9K
|
41.7K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-100- 0.24% |
$10.5K - $11.9K
|
42.3K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-100- 3.79% |
$10.5K - $11.9K
|
2.54K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-100- 0.57% |
$10.5K - $11.9K
|
17.3K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-100- 3.57% |
$10.5K - $11.9K
|
2.7K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-101- 0.69% |
$10.6K - $12K
|
14.5K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-101- 0.61% |
$10.6K - $12K
|
16.5K
$1.85M
|