Purchases and Sales Made in Q1 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.78K+ 85.63% |
$463K - $556K
|
10.4K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.76K+ 88.06% |
$460K - $553K
|
10.2K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4.75KNew |
$460K - $552K
|
4.75K
$534K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.72K+ 5.33% |
$457K - $548K
|
93.2K
$10.5M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.69KNew |
$454K - $545K
|
4.69K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.65K+ 7.31% |
$450K - $540K
|
68.2K
$7.66M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.64K+ 76.49% |
$449K - $540K
|
10.7K
$1.2M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.62K+ 11.64% |
$447K - $537K
|
44.3K
$4.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 2.08% |
$444K - $533K
|
226K
$25.3M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.58KNew |
$444K - $533K
|
4.58K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.57K+ 9.5% |
$443K - $532K
|
52.7K
$5.92M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.57K+ 8.94% |
$442K - $531K
|
55.7K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.55K+ 6.26% |
$441K - $529K
|
77.2K
$8.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.54K+ 11.36% |
$440K - $528K
|
44.5K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.54K+ 21.86% |
$440K - $528K
|
25.3K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.54K+ 4.08% |
$439K - $528K
|
116K
$13M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.53K+ 12.43% |
$438K - $526K
|
41K
$4.6M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.51KNew |
$437K - $524K
|
4.51K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.51K+ 12.41% |
$437K - $524K
|
40.9K
$4.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
4.49K+ 8.05% |
$435K - $522K
|
60.3K
$6.77M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.49K+ 9.76% |
$435K - $522K
|
50.5K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.49KNew |
$434K - $521K
|
4.49K
$504K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.49K+ 12.5% |
$434K - $521K
|
40.4K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
4.48K+ 3.56% |
$434K - $521K
|
130K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.48KNew |
$434K - $521K
|
4.48K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.46K+ 19.39% |
$432K - $519K
|
27.5K
$3.09M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.45K+ 58.64% |
$430K - $517K
|
12K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.44K+ 2.3% |
$430K - $517K
|
198K
$22.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.41K+ 11.36% |
$427K - $512K
|
43.2K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.39K+ 12.16% |
$425K - $511K
|
40.5K
$4.55M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.38KNew |
$424K - $509K
|
4.38K
$492K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.37K+ 37.97% |
$423K - $508K
|
15.9K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.37K+ 13.1% |
$423K - $508K
|
37.7K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.35K+ 98.93% |
$421K - $505K
|
8.74K
$981K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
4.34K+ 8.04% |
$420K - $505K
|
58.3K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
4.34KNew |
$420K - $504K
|
4.34K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.33K+ 6.42% |
$419K - $503K
|
71.7K
$8.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.33K+ 5.5% |
$419K - $503K
|
82.9K
$9.31M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 26.94% |
$417K - $501K
|
20.3K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.3K+ 4.61% |
$417K - $500K
|
97.7K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.26K+ 26.46% |
$412K - $495K
|
20.4K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
4.25K+ 18.98% |
$411K - $494K
|
26.6K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.25K+ 10.74% |
$411K - $494K
|
43.8K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.24K+ 2.1% |
$411K - $493K
|
206K
$23.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.24K+ 15.27% |
$410K - $493K
|
32K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
4.23K+ 237.24% |
$409K - $492K
|
6.01K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.22K+ 18.0% |
$408K - $491K
|
27.7K
$3.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.21K+ 41.29% |
$407K - $489K
|
14.4K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
4.2KNew |
$407K - $489K
|
4.2K
$472K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.2K+ 5.47% |
$407K - $489K
|
81K
$9.1M
|