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 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
50+ 0.8% |
$4.84K - $5.81K
|
6.3K
$674K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
50+ 0.07% |
$4.84K - $5.81K
|
76.4K
$8.17M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
50New |
$4.84K - $5.81K
|
50
$5.35K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
50+ 0.28% |
$4.84K - $5.81K
|
17.8K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
49+ 0.82% |
$4.74K - $5.7K
|
6.02K
$644K
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
48+ 0.79% |
$4.65K - $5.58K
|
6.14K
$656K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
48+ 0.64% |
$4.65K - $5.58K
|
7.49K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
48+ 0.31% |
$4.65K - $5.58K
|
15.4K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
48+ 0.64% |
$4.65K - $5.58K
|
7.51K
$803K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
48+ 0.32% |
$4.65K - $5.58K
|
14.9K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
47+ 2.16% |
$4.55K - $5.46K
|
2.22K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
47+ 0.14% |
$4.55K - $5.46K
|
33.3K
$3.56M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
47+ 0.88% |
$4.55K - $5.46K
|
5.4K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
47+ 0.87% |
$4.55K - $5.46K
|
5.47K
$584K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
46+ 0.11% |
$4.45K - $5.35K
|
42.2K
$4.52M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
45+ 2.2% |
$4.36K - $5.23K
|
2.1K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.66% |
$4.36K - $5.23K
|
6.87K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
45+ 13.93% |
$4.36K - $5.23K
|
368
$39.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
44+ 0.16% |
$4.26K - $5.11K
|
26.9K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
44+ 10.28% |
$4.26K - $5.11K
|
472
$50.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
44+ 0.43% |
$4.26K - $5.11K
|
10.2K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
44+ 0.07% |
$4.26K - $5.11K
|
60.2K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
44+ 0.38% |
$4.26K - $5.11K
|
11.5K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
43+ 0.27% |
$4.16K - $5K
|
16.2K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
43+ 0.41% |
$4.16K - $5K
|
10.5K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
41+ 0.17% |
$3.97K - $4.77K
|
24.8K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
41+ 0.19% |
$3.97K - $4.77K
|
21.7K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
40+ 0.09% |
$3.87K - $4.65K
|
44.5K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
40+ 0.23% |
$3.87K - $4.65K
|
17.8K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
40+ 0.32% |
$3.87K - $4.65K
|
12.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
40+ 0.26% |
$3.87K - $4.65K
|
15.2K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
39+ 1.37% |
$3.78K - $4.53K
|
2.89K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
39+ 1.62% |
$3.78K - $4.53K
|
2.45K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
39+ 0.73% |
$3.78K - $4.53K
|
5.35K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
39+ 0.5% |
$3.78K - $4.53K
|
7.78K
$832K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.87% |
$3.78K - $4.53K
|
4.51K
$482K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
37+ 1.19% |
$3.58K - $4.3K
|
3.16K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
37+ 3.1% |
$3.58K - $4.3K
|
1.23K
$132K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 3.69% |
$3.58K - $4.3K
|
1.04K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37New |
$3.58K - $4.3K
|
37
$3.96K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
37+ 5.04% |
$3.58K - $4.3K
|
771
$82.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
36+ 1.27% |
$3.48K - $4.18K
|
2.88K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 9.76% |
$3.48K - $4.18K
|
405
$43.3K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
36+ 0.16% |
$3.48K - $4.18K
|
23.1K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
36+ 0.15% |
$3.48K - $4.18K
|
24K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
35+ 0.08% |
$3.39K - $4.07K
|
45K
$4.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
35+ 0.97% |
$3.39K - $4.07K
|
3.64K
$389K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
35+ 0.1% |
$3.39K - $4.07K
|
35.1K
$3.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
35+ 0.11% |
$3.39K - $4.07K
|
30.9K
$3.31M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
35+ 0.14% |
$3.39K - $4.07K
|
24.4K
$2.61M
|