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
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-765- 4.47% |
$80.7K - $91K
|
16.4K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-766- 4.77% |
$80.8K - $91.1K
|
15.3K
$1.72M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-776- 0.32% |
$81.8K - $92.3K
|
240K
$27M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-780- 5.14% |
$82.2K - $92.8K
|
14.4K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-785- 2.69% |
$82.8K - $93.4K
|
28.4K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-787- 0.58% |
$83K - $93.6K
|
134K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-792- 1.07% |
$83.5K - $94.2K
|
73.4K
$8.24M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-793- 22.64% |
$83.6K - $94.3K
|
2.71K
$304K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-793- 3.42% |
$83.6K - $94.3K
|
22.4K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-795- 2.75% |
$83.8K - $94.5K
|
28.1K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-800- 11.41% |
$84.4K - $95.1K
|
6.21K
$697K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-803- 18.81% |
$84.7K - $95.5K
|
3.47K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-808- 3.97% |
$85.2K - $96.1K
|
19.5K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-808- 16.98% |
$85.2K - $96.1K
|
3.95K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-811- 19.25% |
$85.5K - $96.5K
|
3.4K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-815- 12.61% |
$85.9K - $96.9K
|
5.65K
$634K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-816- 2.91% |
$86K - $97K
|
27.2K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-825- 19.63% |
$87K - $98.1K
|
3.38K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-825- 1.89% |
$87K - $98.1K
|
42.8K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-827- 7.74% |
$87.2K - $98.4K
|
9.85K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-828- 8.17% |
$87.3K - $98.5K
|
9.31K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-829- 26.59% |
$87.4K - $98.6K
|
2.29K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-831- 19.21% |
$87.6K - $98.8K
|
3.49K
$392K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-837- 4.52% |
$88.3K - $99.5K
|
17.7K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-850- 7.0% |
$89.6K - $101K
|
11.3K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-853- 2.38% |
$89.9K - $101K
|
35K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-854- 15.04% |
$90K - $102K
|
4.82K
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-861- 3.58% |
$90.8K - $102K
|
23.2K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-867- 6.69% |
$91.4K - $103K
|
12.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-870- 6.11% |
$91.7K - $103K
|
13.4K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-885- 17.79% |
$93.3K - $105K
|
4.09K
$459K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-886- 2.16% |
$93.4K - $105K
|
40.1K
$4.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-889- 1.05% |
$93.7K - $106K
|
83.9K
$9.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-891- 18.93% |
$93.9K - $106K
|
3.82K
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-893- 3.03% |
$94.2K - $106K
|
28.6K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-895- 1.59% |
$94.4K - $106K
|
55.6K
$6.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-900- 3.51% |
$94.9K - $107K
|
24.8K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-902- 9.51% |
$95.1K - $107K
|
8.58K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-902- 6.91% |
$95.1K - $107K
|
12.2K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-904- 0.19% |
$95.3K - $108K
|
477K
$53.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-909- 13.61% |
$95.8K - $108K
|
5.77K
$648K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-917- 16.0% |
$96.7K - $109K
|
4.82K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-922- 2.57% |
$97.2K - $110K
|
35K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-924- 1.28% |
$97.4K - $110K
|
71.5K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-926- 0.36% |
$97.6K - $110K
|
256K
$28.7M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-927- 6.4% |
$97.7K - $110K
|
13.6K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-927- 6.18% |
$97.7K - $110K
|
14.1K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-931- 10.25% |
$98.2K - $111K
|
8.16K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-932- 0.05% |
$98.3K - $111K
|
1.78M
$200M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-933- 3.69% |
$98.4K - $111K
|
24.4K
$2.73M
|