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 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
800+ 3.11% |
$77.4K - $93K
|
26.6K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
800+ 41.93% |
$77.4K - $93K
|
2.71K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
800New |
$77.4K - $93K
|
800
$85.5K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
798+ 1.25% |
$77.2K - $92.8K
|
64.7K
$6.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
791+ 2.77% |
$76.6K - $91.9K
|
29.3K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
788+ 33.19% |
$76.3K - $91.6K
|
3.16K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
787+ 1.35% |
$76.2K - $91.5K
|
59.1K
$6.32M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
785+ 4.34% |
$76K - $91.2K
|
18.9K
$2.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
784+ 2.83% |
$75.9K - $91.1K
|
28.5K
$3.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
784+ 2.04% |
$75.9K - $91.1K
|
39.2K
$4.19M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
783+ 5.65% |
$75.8K - $91K
|
14.6K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
782New |
$75.7K - $90.9K
|
782
$83.6K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
781+ 3.75% |
$75.6K - $90.8K
|
21.6K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
778+ 5.0% |
$75.3K - $90.4K
|
16.3K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
776+ 10.45% |
$75.1K - $90.2K
|
8.2K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
776+ 1.79% |
$75.1K - $90.2K
|
44.1K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
773+ 11.95% |
$74.8K - $89.9K
|
7.24K
$774K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
772+ 7.88% |
$74.7K - $89.7K
|
10.6K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
770+ 9.2% |
$74.5K - $89.5K
|
9.14K
$977K
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
762+ 29.42% |
$73.8K - $88.6K
|
3.35K
$358K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
759New |
$73.5K - $88.2K
|
759
$81.2K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
757+ 3.07% |
$73.3K - $88K
|
25.4K
$2.71M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
753+ 6.29% |
$72.9K - $87.5K
|
12.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
750+ 1.11% |
$72.6K - $87.2K
|
68.6K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
747+ 1131.82% |
$72.3K - $86.8K
|
813
$86.9K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
747+ 4.58% |
$72.3K - $86.8K
|
17.1K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
734+ 19.04% |
$71.1K - $85.3K
|
4.59K
$491K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
734+ 1.28% |
$71.1K - $85.3K
|
57.9K
$6.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
731+ 1.34% |
$70.8K - $85K
|
55.2K
$5.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
730+ 8.48% |
$70.7K - $84.9K
|
9.34K
$999K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
730+ 0.39% |
$70.7K - $84.9K
|
188K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
730+ 28.95% |
$70.7K - $84.9K
|
3.25K
$348K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
729+ 2.0% |
$70.6K - $84.7K
|
37.3K
$3.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
722+ 1.52% |
$69.9K - $83.9K
|
48.2K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
722+ 4.88% |
$69.9K - $83.9K
|
15.5K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
717+ 9.85% |
$69.4K - $83.3K
|
8K
$855K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
715+ 1.08% |
$69.2K - $83.1K
|
67.1K
$7.18M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
712New |
$68.9K - $82.8K
|
712
$76.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
705+ 18.79% |
$68.2K - $81.9K
|
4.46K
$477K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
704+ 17.14% |
$68.1K - $81.8K
|
4.81K
$514K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
703+ 1.13% |
$68.1K - $81.7K
|
63K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
701+ 14.4% |
$67.9K - $81.5K
|
5.57K
$595K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
699+ 7.37% |
$67.7K - $81.3K
|
10.2K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
698+ 1.56% |
$67.6K - $81.1K
|
45.4K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
697+ 23.15% |
$67.5K - $81K
|
3.71K
$396K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
692+ 4.0% |
$67K - $80.4K
|
18K
$1.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
689+ 1.28% |
$66.7K - $80.1K
|
54.5K
$5.82M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
686+ 23.66% |
$66.4K - $79.7K
|
3.59K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
681+ 1.07% |
$65.9K - $79.2K
|
64.4K
$6.89M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
681+ 3.82% |
$65.9K - $79.2K
|
18.5K
$1.98M
|