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 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.96K- 67.79% |
$523K - $590K
|
2.36K
$250K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.97K- 15.5% |
$524K - $591K
|
27.1K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.98K- 1.63% |
$525K - $592K
|
300K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.99K- 2.24% |
$526K - $593K
|
218K
$23.1M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5.02K- 26.95% |
$530K - $597K
|
13.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-5.04K- 29.0% |
$531K - $599K
|
12.3K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-5.1K- 11.07% |
$538K - $606K
|
40.9K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-5.14K- 39.3% |
$542K - $611K
|
7.94K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.15K- 16.27% |
$543K - $613K
|
26.5K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-5.16K- 3.78% |
$544K - $614K
|
131K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-5.17K- 1.65% |
$545K - $615K
|
308K
$32.7M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-5.17K- 4.05% |
$545K - $615K
|
123K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.18K- 12.87% |
$547K - $617K
|
35.1K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.19K- 4.79% |
$547K - $617K
|
103K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.22K- 3.82% |
$550K - $620K
|
131K
$13.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.25K- 5.96% |
$554K - $625K
|
82.8K
$8.79M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-5.26K- 8.9% |
$555K - $626K
|
53.9K
$5.72M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.27K- 19.89% |
$555K - $627K
|
21.2K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-5.28K- 15.38% |
$557K - $628K
|
29K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.35K- 1.38% |
$565K - $637K
|
382K
$40.5M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-5.36K- 8.15% |
$565K - $637K
|
60.3K
$6.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.43K- 4.09% |
$573K - $646K
|
127K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.44K- 28.65% |
$573K - $647K
|
13.5K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-5.44K- 25.51% |
$574K - $647K
|
15.9K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.45K- 4.9% |
$574K - $648K
|
106K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-5.45K- 65.77% |
$575K - $648K
|
2.84K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.45K- 1.41% |
$575K - $648K
|
382K
$40.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-5.45K- 3.49% |
$575K - $649K
|
151K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.52K- 10.7% |
$582K - $656K
|
46K
$4.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.52K- 2.3% |
$582K - $657K
|
235K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.54K- 48.57% |
$584K - $658K
|
5.86K
$622K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.6K- 6.17% |
$590K - $666K
|
85.2K
$9.04M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.63K- 2.38% |
$594K - $670K
|
231K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.67K- 19.88% |
$598K - $674K
|
22.9K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.71K- 16.72% |
$602K - $680K
|
28.5K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-5.72K- 0.91% |
$603K - $681K
|
625K
$66.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.77K- 4.25% |
$608K - $686K
|
130K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-5.84K- 2.15% |
$616K - $694K
|
266K
$28.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.87K- 0.46% |
$619K - $698K
|
1.28M
$136M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.87K- 26.05% |
$619K - $698K
|
16.7K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.91K- 9.84% |
$623K - $703K
|
54.2K
$5.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.95K- 4.67% |
$627K - $707K
|
121K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-5.99K- 52.53% |
$631K - $712K
|
5.41K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.04K- 21.5% |
$637K - $719K
|
22.1K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-6.07K- 1.94% |
$640K - $722K
|
306K
$32.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-6.09K- 5.37% |
$642K - $724K
|
107K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.1K- 2.66% |
$643K - $725K
|
223K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-6.1K- 9.95% |
$643K - $725K
|
55.2K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.13K- 56.29% |
$646K - $729K
|
4.76K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.15K- 20.2% |
$649K - $732K
|
24.3K
$2.58M
|