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 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
90+ 1.05% |
$8.71K - $10.5K
|
8.7K
$923K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
89+ 0.47% |
$8.62K - $10.3K
|
18.8K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
88+ 2.74% |
$8.52K - $10.2K
|
3.31K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
87+ 0.7% |
$8.42K - $10.1K
|
12.5K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
87+ 0.06% |
$8.42K - $10.1K
|
147K
$15.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
86+ 0.99% |
$8.32K - $10K
|
8.8K
$934K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
85+ 0.85% |
$8.23K - $9.88K
|
10.1K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
85+ 0.43% |
$8.23K - $9.88K
|
19.8K
$2.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 0.07% |
$8.03K - $9.65K
|
112K
$11.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
83+ 4.18% |
$8.03K - $9.65K
|
2.07K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82+ 3.53% |
$7.94K - $9.53K
|
2.41K
$255K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
82+ 0.67% |
$7.94K - $9.53K
|
12.4K
$1.32M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
80+ 1.81% |
$7.74K - $9.3K
|
4.5K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
79+ 2.46% |
$7.65K - $9.18K
|
3.3K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
78+ 0.98% |
$7.55K - $9.07K
|
8.07K
$857K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
77+ 2.67% |
$7.45K - $8.95K
|
2.96K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
77+ 1.36% |
$7.45K - $8.95K
|
5.73K
$608K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
77+ 0.78% |
$7.45K - $8.95K
|
9.97K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
77+ 1.06% |
$7.45K - $8.95K
|
7.35K
$780K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
76+ 1.27% |
$7.36K - $8.83K
|
6.04K
$641K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
74+ 4.95% |
$7.16K - $8.6K
|
1.57K
$166K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
74+ 0.18% |
$7.16K - $8.6K
|
42.1K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
73+ 3.02% |
$7.07K - $8.49K
|
2.49K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
72+ 2.6% |
$6.97K - $8.37K
|
2.84K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
72+ 1.22% |
$6.97K - $8.37K
|
5.96K
$632K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
71+ 1.45% |
$6.87K - $8.25K
|
4.98K
$528K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
71+ 0.27% |
$6.87K - $8.25K
|
26.4K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
71+ 0.28% |
$6.87K - $8.25K
|
25.6K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
70+ 0.87% |
$6.78K - $8.14K
|
8.13K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
70+ 0.09% |
$6.78K - $8.14K
|
81.4K
$8.64M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$6.78K - $8.14K
|
70
$7.43K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
69+ 0.48% |
$6.68K - $8.02K
|
14.4K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
69+ 1.07% |
$6.68K - $8.02K
|
6.53K
$692K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
68+ 0.2% |
$6.58K - $7.9K
|
33.7K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
68+ 0.79% |
$6.58K - $7.9K
|
8.7K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
67+ 2.14% |
$6.49K - $7.79K
|
3.21K
$340K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
66+ 0.87% |
$6.39K - $7.67K
|
7.62K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
66+ 0.39% |
$6.39K - $7.67K
|
16.9K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
66+ 0.71% |
$6.39K - $7.67K
|
9.42K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
65+ 0.97% |
$6.29K - $7.56K
|
6.79K
$720K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
64+ 0.21% |
$6.2K - $7.44K
|
30.8K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
64+ 0.24% |
$6.2K - $7.44K
|
26.5K
$2.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
63+ 1.18% |
$6.1K - $7.32K
|
5.4K
$573K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
63+ 1.18% |
$6.1K - $7.32K
|
5.4K
$573K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
62+ 0.31% |
$6K - $7.21K
|
19.8K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
62+ 0.4% |
$6K - $7.21K
|
15.7K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
61+ 0.88% |
$5.9K - $7.09K
|
6.96K
$738K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
61+ 0.68% |
$5.9K - $7.09K
|
9.03K
$959K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
61+ 0.6% |
$5.9K - $7.09K
|
10.2K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
61+ 2.36% |
$5.9K - $7.09K
|
2.64K
$280K
|