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 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
514+ 8.61% |
$51.4K - $61.2K
|
6.49K
$728K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
513+ 1.16% |
$51.3K - $61.1K
|
44.9K
$5.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
513+ 0.57% |
$51.3K - $61.1K
|
91K
$10.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
504+ 22.95% |
$50.4K - $60K
|
2.7K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
502+ 12.17% |
$50.2K - $59.8K
|
4.63K
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
500+ 9.16% |
$50K - $59.5K
|
5.96K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
500+ 11.87% |
$50K - $59.5K
|
4.71K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
500+ 7.69% |
$50K - $59.5K
|
7K
$785K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
500+ 7.97% |
$50K - $59.5K
|
6.78K
$760K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
500+ 12.73% |
$50K - $59.5K
|
4.43K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
BUY
|
- |
499+ 26.63% |
$49.9K - $59.4K
|
2.37K
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
497+ 0.54% |
$49.7K - $59.2K
|
91.8K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
496+ 1.17% |
$49.6K - $59K
|
43K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
494+ 15.54% |
$49.4K - $58.8K
|
3.67K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
489+ 1.16% |
$48.9K - $58.2K
|
42.8K
$4.8M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
488+ 1.24% |
$48.8K - $58.1K
|
39.7K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
486+ 0.66% |
$48.6K - $57.9K
|
74.4K
$8.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
481+ 23.81% |
$48.1K - $57.3K
|
2.5K
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
480+ 4.76% |
$48K - $57.1K
|
10.6K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
480+ 10.51% |
$48K - $57.1K
|
5.05K
$566K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
478+ 141.0% |
$47.8K - $56.9K
|
817
$91.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
476+ 1.12% |
$47.6K - $56.7K
|
43K
$4.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
476+ 2.05% |
$47.6K - $56.7K
|
23.7K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
475+ 2.21% |
$47.5K - $56.5K
|
21.9K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
473+ 8.21% |
$47.3K - $56.3K
|
6.23K
$699K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
472+ 5.0% |
$47.2K - $56.2K
|
9.9K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
471+ 6.75% |
$47.1K - $56.1K
|
7.44K
$835K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
471+ 13.35% |
$47.1K - $56.1K
|
4K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
471+ 1.76% |
$47.1K - $56.1K
|
27.3K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
470+ 4.25% |
$47K - $55.9K
|
11.5K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
470+ 4.24% |
$47K - $55.9K
|
11.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
470+ 20.82% |
$47K - $55.9K
|
2.73K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
470+ 0.71% |
$47K - $55.9K
|
67.1K
$7.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
466+ 1.26% |
$46.6K - $55.5K
|
37.3K
$4.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
BUY
|
- |
465+ 2.48% |
$46.5K - $55.4K
|
19.2K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
463+ 2.85% |
$46.3K - $55.1K
|
16.7K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
462+ 8.86% |
$46.2K - $55K
|
5.68K
$637K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
461+ 1.38% |
$46.1K - $54.9K
|
33.9K
$3.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
460+ 0.93% |
$46K - $54.8K
|
49.7K
$5.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
458+ 18.25% |
$45.8K - $54.5K
|
2.97K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
457+ 1.81% |
$45.7K - $54.4K
|
25.8K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
457+ 3.72% |
$45.7K - $54.4K
|
12.7K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
451+ 2.36% |
$45.1K - $53.7K
|
19.5K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
450+ 6.23% |
$45K - $53.6K
|
7.67K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
449+ 1.39% |
$44.9K - $53.4K
|
32.7K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
444+ 9.68% |
$44.4K - $52.9K
|
5.03K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
439+ 0.86% |
$43.9K - $52.3K
|
51.4K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
438+ 16.44% |
$43.8K - $52.1K
|
3.1K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
435+ 1.26% |
$43.5K - $51.8K
|
35K
$3.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
435+ 1.29% |
$43.5K - $51.8K
|
34.1K
$3.83M
|