Purchases and Sales Made in Q2 2025 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
676+ 3.46% |
$67.6K - $80.5K
|
20.2K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
674+ 8.61% |
$67.4K - $80.2K
|
8.5K
$954K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
672+ 41.43% |
$67.2K - $80K
|
2.29K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
672+ 2.98% |
$67.2K - $80K
|
23.2K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
671+ 0.46% |
$67.1K - $79.9K
|
148K
$16.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
670+ 20.79% |
$67K - $79.8K
|
3.89K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
668+ 5.43% |
$66.8K - $79.5K
|
13K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
660+ 2.09% |
$66K - $78.6K
|
32.2K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
660+ 0.38% |
$66K - $78.6K
|
175K
$19.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
659+ 23.24% |
$65.9K - $78.4K
|
3.5K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
658+ 14.15% |
$65.8K - $78.3K
|
5.31K
$595K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
652+ 1.17% |
$65.2K - $77.6K
|
56.3K
$6.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
650+ 0.69% |
$65K - $77.4K
|
95.4K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
649+ 10.47% |
$64.9K - $77.3K
|
6.85K
$768K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
646+ 28.89% |
$64.6K - $76.9K
|
2.88K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
645+ 5.44% |
$64.5K - $76.8K
|
12.5K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
643+ 1.37% |
$64.3K - $76.5K
|
47.5K
$5.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
643+ 2.14% |
$64.3K - $76.5K
|
30.7K
$3.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
639+ 3.85% |
$63.9K - $76.1K
|
17.2K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
639+ 3.25% |
$63.9K - $76.1K
|
20.3K
$2.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
636+ 19.58% |
$63.6K - $75.7K
|
3.89K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
636+ 2.39% |
$63.6K - $75.7K
|
27.3K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
633+ 11.48% |
$63.3K - $75.4K
|
6.15K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
633+ 6.69% |
$63.3K - $75.4K
|
10.1K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
631+ 13.1% |
$63.1K - $75.1K
|
5.45K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
631New |
$63.1K - $75.1K
|
631
$70.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
631+ 0.96% |
$63.1K - $75.1K
|
66K
$7.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
627+ 0.54% |
$62.7K - $74.6K
|
117K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
626+ 13.4% |
$62.6K - $74.5K
|
5.3K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
622+ 26.66% |
$62.2K - $74K
|
2.96K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
619+ 2.0% |
$61.9K - $73.7K
|
31.6K
$3.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
618+ 14.02% |
$61.8K - $73.6K
|
5.03K
$564K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
616+ 1.76% |
$61.6K - $73.3K
|
35.6K
$3.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
615+ 0.72% |
$61.5K - $73.2K
|
85.7K
$9.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
614+ 3.65% |
$61.4K - $73.1K
|
17.4K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
613+ 6.07% |
$61.3K - $73K
|
10.7K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
609+ 1.65% |
$60.9K - $72.5K
|
37.5K
$4.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
607+ 21.54% |
$60.7K - $72.3K
|
3.43K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
607+ 7.53% |
$60.7K - $72.3K
|
8.67K
$973K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
605+ 7.85% |
$60.5K - $72K
|
8.32K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
604+ 6.84% |
$60.4K - $71.9K
|
9.43K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
603+ 0.3% |
$60.3K - $71.8K
|
201K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
603New |
$60.3K - $71.8K
|
603
$67.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
602+ 1.3% |
$60.2K - $71.7K
|
46.8K
$5.25M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
600+ 2.83% |
$60K - $71.4K
|
21.8K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
600+ 5.78% |
$60K - $71.4K
|
11K
$1.23M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
598New |
$59.8K - $71.2K
|
598
$67.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
597+ 0.84% |
$59.7K - $71.1K
|
71.7K
$8.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
596+ 11.69% |
$59.6K - $70.9K
|
5.7K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
591+ 3.15% |
$59.1K - $70.4K
|
19.4K
$2.17M
|