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 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-520- 1.84% |
$54.8K - $61.8K
|
27.8K
$2.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-521- 1.23% |
$54.9K - $62K
|
42K
$4.45M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-521- 21.24% |
$54.9K - $62K
|
1.93K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-522- 3.93% |
$55K - $62.1K
|
12.7K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-524- 1.32% |
$55.3K - $62.3K
|
39.1K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-524- 52.51% |
$55.3K - $62.3K
|
474
$50.3K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-525- 21.16% |
$55.4K - $62.4K
|
1.96K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-532- 0.96% |
$56.1K - $63.3K
|
54.9K
$5.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-533- 22.85% |
$56.2K - $63.4K
|
1.8K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-534- 10.99% |
$56.3K - $63.5K
|
4.33K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-542- 2.6% |
$57.1K - $64.5K
|
20.3K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-543- 13.0% |
$57.3K - $64.6K
|
3.63K
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-543- 5.88% |
$57.3K - $64.6K
|
8.69K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-545- 11.16% |
$57.5K - $64.8K
|
4.34K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-546- 7.52% |
$57.6K - $64.9K
|
6.72K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-547- 4.02% |
$57.7K - $65.1K
|
13.1K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-548- 9.39% |
$57.8K - $65.2K
|
5.29K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-549- 22.93% |
$57.9K - $65.3K
|
1.85K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 10.72% |
$58K - $65.4K
|
4.58K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-550- 0.73% |
$58K - $65.4K
|
74.9K
$7.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-551- 1.78% |
$58.1K - $65.5K
|
30.5K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-551- 3.35% |
$58.1K - $65.5K
|
15.9K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-556- 13.19% |
$58.6K - $66.1K
|
3.66K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-558- 1.18% |
$58.8K - $66.4K
|
46.7K
$4.96M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-560- 4.32% |
$59K - $66.6K
|
12.4K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-562- 1.96% |
$59.3K - $66.8K
|
28.2K
$2.99M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-563- 4.05% |
$59.4K - $67K
|
13.3K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-567- 0.83% |
$59.8K - $67.4K
|
68K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-567- 3.04% |
$59.8K - $67.4K
|
18.1K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-569- 2.73% |
$60K - $67.7K
|
20.3K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-570- 4.75% |
$60.1K - $67.8K
|
11.4K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-570- 22.65% |
$60.1K - $67.8K
|
1.95K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-573- 4.32% |
$60.4K - $68.1K
|
12.7K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-575- 3.42% |
$60.6K - $68.4K
|
16.3K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-575- 7.35% |
$60.6K - $68.4K
|
7.25K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-578- 1.15% |
$60.9K - $68.7K
|
49.5K
$5.25M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-581- 5.96% |
$61.3K - $69.1K
|
9.17K
$973K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-583- 9.37% |
$61.5K - $69.3K
|
5.64K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-583- 0.49% |
$61.5K - $69.3K
|
118K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-585- 2.97% |
$61.7K - $69.6K
|
19.1K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-586- 0.78% |
$61.8K - $69.7K
|
74.8K
$7.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-590- 0.73% |
$62.2K - $70.2K
|
80.6K
$8.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-592- 14.59% |
$62.4K - $70.4K
|
3.47K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-593- 3.59% |
$62.5K - $70.5K
|
15.9K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-594- 1.25% |
$62.6K - $70.6K
|
47.1K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-594- 8.9% |
$62.6K - $70.6K
|
6.08K
$645K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-597- 7.24% |
$62.9K - $71K
|
7.65K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-597- 1.91% |
$62.9K - $71K
|
30.7K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-598- 0.76% |
$63.1K - $71.1K
|
77.9K
$8.26M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-600- 4.96% |
$63.3K - $71.4K
|
11.5K
$1.22M
|