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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
1.84KNew |
$178K - $214K
|
1.84K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.84K+ 3.3% |
$178K - $214K
|
57.6K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.84K+ 39.69% |
$178K - $214K
|
6.47K
$709K
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$177K - $213K
|
1.83K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.83K+ 14.48% |
$177K - $213K
|
14.5K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.83KNew |
$177K - $212K
|
1.83K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.83KNew |
$177K - $212K
|
1.83K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
1.83K+ 1.5% |
$177K - $212K
|
124K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.83K+ 0.69% |
$177K - $212K
|
267K
$29.2M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.83K+ 30.34% |
$177K - $212K
|
7.84K
$859K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.82K+ 29.44% |
$177K - $212K
|
8.02K
$878K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.82K+ 7.1% |
$177K - $212K
|
27.5K
$3.01M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 2.02% |
$176K - $211K
|
91.8K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.82KNew |
$176K - $211K
|
1.82K
$199K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$176K - $211K
|
1.81K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.81K+ 4.58% |
$175K - $210K
|
41.4K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.81KNew |
$175K - $210K
|
1.81K
$198K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
1.8K+ 12.74% |
$175K - $210K
|
16K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.8KNew |
$175K - $210K
|
1.8K
$198K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.8KNew |
$174K - $209K
|
1.8K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
1.8KNew |
$174K - $209K
|
1.8K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.8KNew |
$174K - $209K
|
1.8K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.8K+ 31.03% |
$174K - $209K
|
7.6K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.8K+ 0.91% |
$174K - $209K
|
200K
$21.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.8KNew |
$174K - $209K
|
1.8K
$197K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$173K - $208K
|
1.79K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.79KNew |
$173K - $208K
|
1.79K
$196K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.79K+ 0.86% |
$173K - $207K
|
210K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.78K+ 69.3% |
$173K - $207K
|
4.36K
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.78KNew |
$172K - $207K
|
1.78K
$195K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.78K+ 4.69% |
$172K - $207K
|
39.7K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.77KNew |
$171K - $205K
|
1.77K
$194K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.77KNew |
$171K - $205K
|
1.77K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.76K+ 10.21% |
$170K - $204K
|
19K
$2.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.76KNew |
$170K - $204K
|
1.76K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.76K+ 5.0% |
$170K - $204K
|
36.9K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.74K+ 85.4% |
$169K - $203K
|
3.78K
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 31.83% |
$168K - $202K
|
7.21K
$789K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.74K+ 6.79% |
$168K - $202K
|
27.3K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.74K+ 15.5% |
$168K - $202K
|
12.9K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.74KNew |
$168K - $202K
|
1.74K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.74KNew |
$168K - $202K
|
1.74K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.73KNew |
$167K - $201K
|
1.73K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.73KNew |
$167K - $201K
|
1.73K
$189K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$167K - $201K
|
1.73K
$189K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$167K - $201K
|
1.73K
$189K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.72KNew |
$167K - $200K
|
1.72K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.69K+ 14.65% |
$164K - $197K
|
13.3K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.69K+ 21.25% |
$164K - $197K
|
9.65K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.69K+ 19.88% |
$163K - $196K
|
10.2K
$1.11M
|