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
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
104+ 2.25% |
$10.1K - $12.1K
|
4.73K
$505K
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
103+ 0.84% |
$9.97K - $12K
|
12.4K
$1.32M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
103+ 3.59% |
$9.97K - $12K
|
2.97K
$318K
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 1.91% |
$9.97K - $12K
|
5.51K
$589K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
101+ 0.64% |
$9.78K - $11.7K
|
15.9K
$1.7M
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
100+ 20.12% |
$9.68K - $11.6K
|
597
$63.8K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.38% |
$9.68K - $11.6K
|
4.31K
$461K
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
100+ 1.04% |
$9.68K - $11.6K
|
9.67K
$1.03M
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$9.68K - $11.6K
|
100
$10.7K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 1.61% |
$9.68K - $11.6K
|
6.32K
$676K
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
100+ 0.79% |
$9.68K - $11.6K
|
12.8K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 4.76% |
$9.68K - $11.6K
|
2.2K
$235K
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
98+ 0.41% |
$9.49K - $11.4K
|
23.8K
$2.55M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
98+ 2.16% |
$9.49K - $11.4K
|
4.64K
$496K
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
98+ 0.32% |
$9.49K - $11.4K
|
30.8K
$3.29M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
97+ 116.87% |
$9.39K - $11.3K
|
180
$19.2K
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
95+ 0.41% |
$9.2K - $11K
|
23.4K
$2.5M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
95+ 2.46% |
$9.2K - $11K
|
3.96K
$423K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
95+ 0.37% |
$9.2K - $11K
|
25.5K
$2.72M
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
95+ 0.42% |
$9.2K - $11K
|
22.6K
$2.42M
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
94+ 0.89% |
$9.1K - $10.9K
|
10.6K
$1.13M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
93+ 0.84% |
$9K - $10.8K
|
11.2K
$1.2M
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
93+ 3.88% |
$9K - $10.8K
|
2.49K
$266K
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
91+ 0.36% |
$8.81K - $10.6K
|
25.6K
$2.73M
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
91+ 1.43% |
$8.81K - $10.6K
|
6.47K
$692K
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
90+ 2.46% |
$8.71K - $10.5K
|
3.75K
$401K
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
90+ 1.05% |
$8.71K - $10.5K
|
8.7K
$930K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
89+ 0.47% |
$8.62K - $10.3K
|
18.8K
$2.01M
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
88+ 2.74% |
$8.52K - $10.2K
|
3.31K
$353K
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
87+ 0.7% |
$8.42K - $10.1K
|
12.5K
$1.34M
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
87+ 0.06% |
$8.42K - $10.1K
|
147K
$15.7M
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
86+ 0.99% |
$8.32K - $10K
|
8.8K
$941K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
85+ 0.85% |
$8.23K - $9.88K
|
10.1K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
85+ 0.43% |
$8.23K - $9.88K
|
19.8K
$2.12M
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 0.07% |
$8.03K - $9.65K
|
112K
$12M
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
83+ 4.18% |
$8.03K - $9.65K
|
2.07K
$221K
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82+ 3.53% |
$7.94K - $9.53K
|
2.41K
$257K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
82+ 0.67% |
$7.94K - $9.53K
|
12.4K
$1.33M
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
80+ 1.81% |
$7.74K - $9.3K
|
4.5K
$481K
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
79+ 2.46% |
$7.65K - $9.18K
|
3.3K
$352K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
78+ 0.98% |
$7.55K - $9.07K
|
8.07K
$863K
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
77+ 2.67% |
$7.45K - $8.95K
|
2.96K
$316K
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
77+ 1.36% |
$7.45K - $8.95K
|
5.73K
$612K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
77+ 0.78% |
$7.45K - $8.95K
|
9.97K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
77+ 1.06% |
$7.45K - $8.95K
|
7.35K
$785K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
76+ 1.27% |
$7.36K - $8.83K
|
6.04K
$646K
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
74+ 4.95% |
$7.16K - $8.6K
|
1.57K
$168K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
74+ 0.18% |
$7.16K - $8.6K
|
42.1K
$4.5M
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
73+ 3.02% |
$7.07K - $8.49K
|
2.49K
$266K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
72+ 2.6% |
$6.97K - $8.37K
|
2.84K
$304K
|