Latest Institutional Transactions on Exxon Mobil Corp (XOM)
This table provides information on the latest institutional transactions involving Exxon Mobil Corp (XOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
142+ 3.51% |
$15K - $16.6K
|
4.19K
$492K
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-507- 0.57% |
$53.7K - $59.4K
|
88.4K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.42K+ 5.31% |
$150K - $166K
|
28.1K
$3.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-195- 2.88% |
$20.6K - $22.9K
|
6.58K
$775K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.08K+ 2.05% |
$115K - $127K
|
53.9K
$6.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-90- 0.13% |
$9.52K - $10.5K
|
69.5K
$8.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.8K+ 3.68% |
$2.31M - $2.55M
|
613K
$72.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.99K- 1.9% |
$210K - $233K
|
103K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
538+ 1.0% |
$56.9K - $63.1K
|
54.2K
$6.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.49K+ 6.98% |
$158K - $175K
|
22.9K
$2.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
932+ 2.47% |
$98.6K - $109K
|
38.7K
$4.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.44K- 2.86% |
$259K - $286K
|
83K
$9.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
325+ 4.93% |
$34.4K - $38.1K
|
6.91K
$813K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
91+ 2.52% |
$9.63K - $10.7K
|
3.7K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 20.69% |
$165K - $183K
|
5.98K
$704K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-1.36K- 6.4% |
$144K - $160K
|
19.9K
$2.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
SELL
|
- |
-25- 0.25% |
$2.65K - $2.93K
|
10.1K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-388- 1.96% |
$41.1K - $45.5K
|
19.4K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-415- 7.18% |
$43.9K - $48.6K
|
5.37K
$632K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.67K+ 20.1% |
$918K - $1.02M
|
51.8K
$6.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
685+ 1.41% |
$72.5K - $80.3K
|
49.3K
$5.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
98+ 0.72% |
$10.4K - $11.5K
|
13.7K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
138+ 1.66% |
$14.6K - $16.2K
|
8.47K
$997K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-86- 1.07% |
$9.1K - $10.1K
|
7.92K
$932K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
559+ 0.49% |
$59.2K - $65.5K
|
115K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-282- 9.11% |
$29.8K - $33.1K
|
2.81K
$331K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-167- 4.18% |
$17.7K - $19.6K
|
3.83K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-177- 0.8% |
$18.7K - $20.7K
|
21.8K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
131+ 0.19% |
$13.9K - $15.4K
|
69.6K
$8.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
83+ 0.2% |
$8.78K - $9.73K
|
41.1K
$4.84M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
42+ 1.18% |
$4.44K - $4.92K
|
3.59K
$423K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-326- 0.45% |
$34.5K - $38.2K
|
72.2K
$8.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-2- 0.03% |
$212 - $234
|
6.23K
$733K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-23- 3.85% |
$2.43K - $2.7K
|
575
$67.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.87K+ 8.34% |
$516K - $571K
|
63.3K
$7.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.56K- 10.67% |
$482K - $534K
|
38.2K
$4.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.1K+ 16.57% |
$116K - $128K
|
7.7K
$907K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-117- 11.02% |
$12.4K - $13.7K
|
945
$111K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
45+ 0.24% |
$4.76K - $5.27K
|
18.6K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 0.38% |
$117K - $129K
|
292K
$34.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7+ 0.1% |
$741 - $821
|
7.06K
$831K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
175+ 4.26% |
$18.5K - $20.5K
|
4.29K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
2.33KNew |
$247K - $273K
|
2.33K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-27.2K- 4.22% |
$2.88M - $3.19M
|
616K
$72.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
563+ 13.66% |
$59.6K - $66K
|
4.69K
$551K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15- 0.22% |
$1.59K - $1.76K
|
6.75K
$795K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
115K+ 30.84% |
$12.2M - $13.5M
|
487K
$57.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
29+ 0.22% |
$3.07K - $3.4K
|
13.1K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.54K+ 41.6% |
$162K - $180K
|
5.23K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
11.9K+ 12.95% |
$1.26M - $1.39M
|
104K
$12.2M
|
|