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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
152+ 21.5% |
$15.2K - $18.1K
|
859
$96.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
151+ 4.13% |
$15.1K - $18K
|
3.81K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
150+ 1.74% |
$15K - $17.9K
|
8.76K
$983K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
150+ 0.76% |
$15K - $17.9K
|
19.8K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
149+ 1.77% |
$14.9K - $17.7K
|
8.57K
$962K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
148+ 0.55% |
$14.8K - $17.6K
|
26.9K
$3.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
147+ 2.77% |
$14.7K - $17.5K
|
5.46K
$612K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
146+ 0.89% |
$14.6K - $17.4K
|
16.6K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
146+ 0.22% |
$14.6K - $17.4K
|
65.4K
$7.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
145+ 0.8% |
$14.5K - $17.3K
|
18.2K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
145+ 3.91% |
$14.5K - $17.3K
|
3.85K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
145+ 1.42% |
$14.5K - $17.3K
|
10.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 2.3% |
$14.5K - $17.3K
|
6.45K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
145+ 0.36% |
$14.5K - $17.3K
|
40.1K
$4.5M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.06% |
$14.4K - $17.1K
|
13.8K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
144+ 1.58% |
$14.4K - $17.1K
|
9.26K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
144+ 1.08% |
$14.4K - $17.1K
|
13.5K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
143+ 7.61% |
$14.3K - $17K
|
2.02K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
143+ 0.81% |
$14.3K - $17K
|
17.8K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
142+ 1.33% |
$14.2K - $16.9K
|
10.8K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
142+ 0.64% |
$14.2K - $16.9K
|
22.2K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
142+ 0.93% |
$14.2K - $16.9K
|
15.4K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
142+ 1.89% |
$14.2K - $16.9K
|
7.67K
$860K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
141+ 2.29% |
$14.1K - $16.8K
|
6.29K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
141+ 1.08% |
$14.1K - $16.8K
|
13.2K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
140+ 0.89% |
$14K - $16.7K
|
15.9K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
140+ 3.18% |
$14K - $16.7K
|
4.54K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
140+ 3.49% |
$14K - $16.7K
|
4.16K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
139+ 3.01% |
$13.9K - $16.5K
|
4.76K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
139+ 3.03% |
$13.9K - $16.5K
|
4.72K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
139+ 5.06% |
$13.9K - $16.5K
|
2.88K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
139+ 0.41% |
$13.9K - $16.5K
|
34.3K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
138+ 4.44% |
$13.8K - $16.4K
|
3.24K
$364K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
138+ 0.8% |
$13.8K - $16.4K
|
17.4K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
137+ 3.75% |
$13.7K - $16.3K
|
3.79K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
136+ 2.14% |
$13.6K - $16.2K
|
6.5K
$729K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 3.11% |
$13.5K - $16.1K
|
4.47K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
134+ 0.79% |
$13.4K - $16K
|
17.2K
$1.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
134+ 1.81% |
$13.4K - $16K
|
7.54K
$845K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
133+ 1.4% |
$13.3K - $15.8K
|
9.62K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
132+ 0.59% |
$13.2K - $15.7K
|
22.6K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
132+ 0.47% |
$13.2K - $15.7K
|
28.4K
$3.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
131New |
$13.1K - $15.6K
|
131
$14.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
131+ 1.43% |
$13.1K - $15.6K
|
9.29K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
130+ 2.32% |
$13K - $15.5K
|
5.74K
$644K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
130+ 5.69% |
$13K - $15.5K
|
2.41K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
129+ 2.88% |
$12.9K - $15.4K
|
4.61K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
128+ 4.73% |
$12.8K - $15.2K
|
2.83K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
127+ 4.58% |
$12.7K - $15.1K
|
2.9K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
125+ 0.21% |
$12.5K - $14.9K
|
59.2K
$6.64M
|