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 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
397+ 6.14% |
$38.4K - $46.1K
|
6.86K
$734K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
397+ 2.41% |
$38.4K - $46.1K
|
16.9K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
396+ 7.36% |
$38.3K - $46K
|
5.78K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
394+ 0.82% |
$38.1K - $45.8K
|
48.5K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
392+ 1.3% |
$37.9K - $45.6K
|
30.5K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
391+ 1.73% |
$37.8K - $45.4K
|
23K
$2.46M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
390+ 1.32% |
$37.8K - $45.3K
|
29.9K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
390+ 3.39% |
$37.8K - $45.3K
|
11.9K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
389+ 1.13% |
$37.7K - $45.2K
|
34.7K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
385+ 1.83% |
$37.3K - $44.8K
|
21.4K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
383+ 1.58% |
$37.1K - $44.5K
|
24.5K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
381+ 1.22% |
$36.9K - $44.3K
|
31.5K
$3.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
380+ 2.17% |
$36.8K - $44.2K
|
17.9K
$1.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
378+ 2.79% |
$36.6K - $43.9K
|
13.9K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
378+ 7.03% |
$36.6K - $43.9K
|
5.76K
$615K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
377+ 4.81% |
$36.5K - $43.8K
|
8.21K
$878K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
375+ 0.94% |
$36.3K - $43.6K
|
40.1K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
374+ 0.46% |
$36.2K - $43.5K
|
82.1K
$8.78M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
371+ 0.5% |
$35.9K - $43.1K
|
74.4K
$7.95M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
367+ 4.38% |
$35.5K - $42.7K
|
8.75K
$936K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
365+ 1.75% |
$35.3K - $42.4K
|
21.2K
$2.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
362+ 5.92% |
$35K - $42.1K
|
6.48K
$693K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
362+ 11.36% |
$35K - $42.1K
|
3.55K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
361+ 1.88% |
$34.9K - $42K
|
19.6K
$2.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
360+ 5.45% |
$34.8K - $41.8K
|
6.97K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
360+ 10.51% |
$34.8K - $41.8K
|
3.79K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
359+ 2.1% |
$34.8K - $41.7K
|
17.4K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
352+ 0.78% |
$34.1K - $40.9K
|
45.7K
$4.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
351+ 0.71% |
$34K - $40.8K
|
49.9K
$5.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
346+ 6.22% |
$33.5K - $40.2K
|
5.91K
$632K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
346+ 2.64% |
$33.5K - $40.2K
|
13.5K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
344+ 2.97% |
$33.3K - $40K
|
11.9K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
344+ 9.91% |
$33.3K - $40K
|
3.82K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
344+ 1.39% |
$33.3K - $40K
|
25.1K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
341+ 6.45% |
$33K - $39.6K
|
5.63K
$601K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
340+ 2.74% |
$32.9K - $39.5K
|
12.7K
$1.36M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
337+ 15.1% |
$32.6K - $39.2K
|
2.57K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
337+ 0.7% |
$32.6K - $39.2K
|
48.4K
$5.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
336+ 6.26% |
$32.5K - $39.1K
|
5.71K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
334+ 2.62% |
$32.3K - $38.8K
|
13.1K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
332+ 4.04% |
$32.1K - $38.6K
|
8.55K
$914K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
330+ 5.03% |
$31.9K - $38.4K
|
6.89K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
330+ 11.62% |
$31.9K - $38.4K
|
3.17K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
329+ 16.35% |
$31.8K - $38.2K
|
2.34K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
329+ 2.03% |
$31.8K - $38.2K
|
16.5K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
327+ 1.0% |
$31.7K - $38K
|
32.9K
$3.52M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
326+ 7.4% |
$31.6K - $37.9K
|
4.73K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
323+ 3.54% |
$31.3K - $37.5K
|
9.46K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
322+ 1.96% |
$31.2K - $37.4K
|
16.8K
$1.79M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
322+ 1.4% |
$31.2K - $37.4K
|
23.3K
$2.49M
|