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 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
935+ 4.04% |
$90.5K - $109K
|
24.1K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
935+ 0.52% |
$90.5K - $109K
|
180K
$19.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
929+ 11.89% |
$89.9K - $108K
|
8.74K
$963K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
927+ 1.9% |
$89.7K - $108K
|
49.7K
$5.47M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
926+ 31.02% |
$89.6K - $108K
|
3.91K
$431K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
924+ 13.87% |
$89.4K - $107K
|
7.59K
$836K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
921+ 1.19% |
$89.2K - $107K
|
78.2K
$8.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
921+ 24.31% |
$89.2K - $107K
|
4.71K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
919+ 15.79% |
$89K - $107K
|
6.74K
$742K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
910+ 2.49% |
$88.1K - $106K
|
37.4K
$4.12M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
904+ 29.44% |
$87.5K - $105K
|
3.98K
$438K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
901+ 0.3% |
$87.2K - $105K
|
305K
$33.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
899+ 6.4% |
$87K - $104K
|
14.9K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
899+ 1.45% |
$87K - $104K
|
62.7K
$6.91M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
897+ 11.75% |
$86.8K - $104K
|
8.53K
$940K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
897+ 3.53% |
$86.8K - $104K
|
26.3K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
893+ 27.12% |
$86.4K - $104K
|
4.19K
$461K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
891+ 10.73% |
$86.2K - $104K
|
9.2K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
877+ 5.09% |
$84.9K - $102K
|
18.1K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
875+ 5.63% |
$84.7K - $102K
|
16.4K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
875+ 30.2% |
$84.7K - $102K
|
3.77K
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
874+ 25.67% |
$84.6K - $102K
|
4.28K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
873+ 12.14% |
$84.5K - $101K
|
8.07K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
873+ 2.64% |
$84.5K - $101K
|
34K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
871+ 2.27% |
$84.3K - $101K
|
39.2K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
871+ 22.23% |
$84.3K - $101K
|
4.79K
$528K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
869+ 5.32% |
$84.1K - $101K
|
17.2K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
868+ 0.3% |
$84K - $101K
|
290K
$31.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
867+ 15.65% |
$83.9K - $101K
|
6.41K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
866+ 3.63% |
$83.8K - $101K
|
24.7K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
866+ 14.7% |
$83.8K - $101K
|
6.76K
$744K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
865+ 3.67% |
$83.7K - $101K
|
24.5K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
858+ 7.18% |
$83.1K - $99.7K
|
12.8K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
858+ 25.69% |
$83.1K - $99.7K
|
4.2K
$462K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
853+ 2.18% |
$82.6K - $99.2K
|
40K
$4.41M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
845+ 6.05% |
$81.8K - $98.2K
|
14.8K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
844+ 5.71% |
$81.7K - $98.1K
|
15.6K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
839+ 5.57% |
$81.2K - $97.5K
|
15.9K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
837New |
$81K - $97.3K
|
837
$92.2K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
836+ 0.82% |
$80.9K - $97.2K
|
103K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
833+ 1.27% |
$80.6K - $96.8K
|
66.6K
$7.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
829+ 30.2% |
$80.2K - $96.4K
|
3.57K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
827+ 3.35% |
$80.1K - $96.1K
|
25.5K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
827+ 21.31% |
$80.1K - $96.1K
|
4.71K
$518K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
825+ 98.33% |
$79.9K - $95.9K
|
1.66K
$183K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
825New |
$79.9K - $95.9K
|
825
$90.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
813+ 25.08% |
$78.7K - $94.5K
|
4.06K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
807+ 0.59% |
$78.1K - $93.8K
|
139K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
806+ 1.45% |
$78K - $93.7K
|
56.4K
$6.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
802+ 1.33% |
$77.6K - $93.2K
|
61.3K
$6.75M
|