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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.1K- 17.61% |
$110K - $131K
|
5.15K
$606K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.71KNew |
$271K - $323K
|
2.71K
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.4K- 5.04% |
$140K - $167K
|
26.5K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-180- 7.93% |
$18K - $21.4K
|
2.09K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
100+ 2.43% |
$9.99K - $11.9K
|
4.21K
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
18+ 0.23% |
$1.8K - $2.14K
|
7.72K
$909K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
120+ 18.46% |
$12K - $14.3K
|
770
$90.6K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
80+ 2.16% |
$7.99K - $9.52K
|
3.78K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.03KNew |
$203K - $241K
|
2.03K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-121- 1.05% |
$12.1K - $14.4K
|
11.4K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-3.12K- 3.76% |
$312K - $371K
|
79.7K
$9.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
34+ 0.92% |
$3.4K - $4.05K
|
3.71K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.08K+ 55.82% |
$108K - $128K
|
3.01K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-13.4K- 63.44% |
$1.34M - $1.59M
|
7.71K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
82+ 0.46% |
$8.19K - $9.76K
|
17.9K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
169+ 3.33% |
$16.9K - $20.1K
|
5.24K
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-225- 6.46% |
$22.5K - $26.8K
|
3.26K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.91K+ 186.99% |
$391K - $465K
|
6K
$706K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-189- 6.04% |
$18.9K - $22.5K
|
2.94K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
9KNew |
$899K - $1.07M
|
9K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.58K+ 4.17% |
$157K - $188K
|
39.4K
$4.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
307+ 16.57% |
$30.7K - $36.5K
|
2.16K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.1% |
$999 - $1.19K
|
10.2K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.13K+ 49.13% |
$113K - $134K
|
3.42K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-39- 1.88% |
$3.9K - $4.64K
|
2.04K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-17- 0.8% |
$1.7K - $2.02K
|
2.11K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$200 - $238
|
2.07K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
197+ 0.96% |
$19.7K - $23.5K
|
20.8K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-91- 3.66% |
$9.09K - $10.8K
|
2.4K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.14KNew |
$214K - $255K
|
2.14K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-7.96K- 56.51% |
$796K - $948K
|
6.13K
$721K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.72K- 73.13% |
$571K - $681K
|
2.1K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
350New |
$35K - $41.7K
|
350
$41.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-613- 1.72% |
$61.3K - $73K
|
35K
$4.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
626+ 13.4% |
$62.6K - $74.5K
|
5.3K
$623K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.14K- 16.34% |
$814K - $969K
|
41.7K
$4.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30New |
$3K - $3.57K
|
30
$3.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.79KNew |
$179K - $213K
|
1.79K
$211K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
444+ 9.68% |
$44.4K - $52.9K
|
5.03K
$592K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
5.51MNew |
$551M - $656M
|
5.51M
$649M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
731+ 88.39% |
$73K - $87K
|
1.56K
$183K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-217- 1.82% |
$21.7K - $25.8K
|
11.7K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
609+ 1.65% |
$60.9K - $72.5K
|
37.5K
$4.41M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.79K+ 9.93% |
$179K - $213K
|
19.9K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.61KNew |
$461K - $549K
|
4.61K
$543K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-140- 4.87% |
$14K - $16.7K
|
2.74K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
670+ 20.79% |
$67K - $79.8K
|
3.89K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.02K- 14.3% |
$202K - $241K
|
12.1K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.46K+ 17.04% |
$146K - $174K
|
10K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-156- 1.29% |
$15.6K - $18.6K
|
11.9K
$1.4M
|
|