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 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
35+ 0.58% |
$3.5K - $4.17K
|
6.1K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 0.75% |
$3.5K - $4.17K
|
4.7K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
35+ 0.18% |
$3.5K - $4.17K
|
19.9K
$2.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
34+ 0.3% |
$3.4K - $4.05K
|
11.5K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
34+ 0.92% |
$3.4K - $4.05K
|
3.71K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
34+ 0.42% |
$3.4K - $4.05K
|
8.09K
$909K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
33+ 0.07% |
$3.3K - $3.93K
|
46.3K
$5.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
33+ 0.5% |
$3.3K - $3.93K
|
6.65K
$747K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
33+ 1.39% |
$3.3K - $3.93K
|
2.4K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
33+ 0.98% |
$3.3K - $3.93K
|
3.39K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
33+ 1.74% |
$3.3K - $3.93K
|
1.93K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
32+ 0.11% |
$3.2K - $3.81K
|
30.3K
$3.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
32+ 1.28% |
$3.2K - $3.81K
|
2.53K
$285K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
32+ 0.95% |
$3.2K - $3.81K
|
3.41K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
32+ 3.3% |
$3.2K - $3.81K
|
1K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
32+ 0.56% |
$3.2K - $3.81K
|
5.78K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
32+ 0.61% |
$3.2K - $3.81K
|
5.28K
$593K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
31+ 0.53% |
$3.1K - $3.69K
|
5.85K
$657K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
31+ 0.59% |
$3.1K - $3.69K
|
5.29K
$595K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30New |
$3K - $3.57K
|
30
$3.37K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
30+ 0.11% |
$3K - $3.57K
|
26.5K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
30+ 0.61% |
$3K - $3.57K
|
4.92K
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
29+ 0.27% |
$2.9K - $3.45K
|
10.9K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
29+ 0.61% |
$2.9K - $3.45K
|
4.78K
$537K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
28+ 0.02% |
$2.8K - $3.33K
|
124K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
28+ 0.55% |
$2.8K - $3.33K
|
5.15K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
28+ 3.8% |
$2.8K - $3.33K
|
764
$85.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
27+ 0.36% |
$2.7K - $3.21K
|
7.61K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
27+ 0.17% |
$2.7K - $3.21K
|
15.9K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
27+ 0.36% |
$2.7K - $3.21K
|
7.53K
$846K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 7.28% |
$2.7K - $3.21K
|
398
$44.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
26+ 0.42% |
$2.6K - $3.1K
|
6.19K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
26+ 0.46% |
$2.6K - $3.1K
|
5.66K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
25+ 0.33% |
$2.5K - $2.98K
|
7.71K
$867K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
25+ 0.93% |
$2.5K - $2.98K
|
2.71K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
25+ 0.4% |
$2.5K - $2.98K
|
6.21K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
25+ 2.3% |
$2.5K - $2.98K
|
1.11K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
24+ 0.03% |
$2.4K - $2.86K
|
70.7K
$7.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24+ 0.71% |
$2.4K - $2.86K
|
3.39K
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
23+ 0.35% |
$2.3K - $2.74K
|
6.55K
$736K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
22+ 0.81% |
$2.2K - $2.62K
|
2.73K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
22+ 0.96% |
$2.2K - $2.62K
|
2.31K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
22+ 0.32% |
$2.2K - $2.62K
|
6.93K
$779K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 0.2% |
$2.1K - $2.5K
|
10.6K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
21+ 0.36% |
$2.1K - $2.5K
|
5.86K
$658K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
21+ 38.89% |
$2.1K - $2.5K
|
75
$8.43K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
21+ 0.21% |
$2.1K - $2.5K
|
10K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 0.28% |
$2.1K - $2.5K
|
7.42K
$834K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
21+ 0.8% |
$2.1K - $2.5K
|
2.63K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
20+ 0.78% |
$2K - $2.38K
|
2.58K
$290K
|