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 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.09% |
$400 - $476
|
4.46K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
4+ 0.1% |
$400 - $476
|
4.02K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
4+ 0.03% |
$400 - $476
|
14.2K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.26% |
$400 - $476
|
1.52K
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4+ 0.01% |
$400 - $476
|
30.5K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$400 - $476
|
15.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$400 - $476
|
9.48K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4+ 0.05% |
$400 - $476
|
8.31K
$933K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3+ 0.01% |
$300 - $357
|
23.3K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3+ 0.15% |
$300 - $357
|
2.02K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3+ 0.02% |
$300 - $357
|
15.3K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.07% |
$300 - $357
|
4.06K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.13% |
$300 - $357
|
2.36K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.04% |
$300 - $357
|
7.71K
$866K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.67% |
$300 - $357
|
451
$50.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.12% |
$300 - $357
|
2.54K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.25% |
$300 - $357
|
1.22K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3+ 0.08% |
$300 - $357
|
3.95K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3+ 0.04% |
$300 - $357
|
8.53K
$958K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.12% |
$300 - $357
|
2.42K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
3+ 0.06% |
$300 - $357
|
4.67K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3+ 0.06% |
$300 - $357
|
4.71K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2+ 0.03% |
$200 - $238
|
7.48K
$840K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$200 - $238
|
1.88K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$200 - $238
|
2.07K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$200 - $238
|
18.7K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.01% |
$200 - $238
|
201
$22.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.01% |
$200 - $238
|
18.6K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.01% |
$200 - $238
|
29.7K
$3.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.08% |
$200 - $238
|
2.64K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$200 - $238
|
37.5K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2+ 0.66% |
$200 - $238
|
305
$34.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.09% |
$200 - $238
|
2.34K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
2+ 0.04% |
$200 - $238
|
5.41K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.03% |
$200 - $238
|
6.36K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2+ 0.03% |
$200 - $238
|
6.02K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.46% |
$200 - $238
|
440
$49.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.04% |
$200 - $238
|
5.5K
$618K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$99.9 - $119
|
4.78K
$537K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.23% |
$99.9 - $119
|
431
$48.4K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1+ 0.02% |
$99.9 - $119
|
5.62K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$99.9 - $119
|
2.04K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.03% |
$99.9 - $119
|
3.54K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$99.9 - $119
|
11.6K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.04% |
$99.9 - $119
|
2.82K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1+ 0.01% |
$99.9 - $119
|
10.4K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$99.9 - $119
|
7.33K
$823K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$99.9 - $119
|
3.73K
$419K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.01% |
$99.9 - $119
|
8.02K
$901K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.04% |
$99.9 - $119
|
2.56K
$288K
|