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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
35+ 0.75% |
$3.39K - $4.07K
|
4.73K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
34+ 0.54% |
$3.29K - $3.95K
|
6.39K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
34+ 0.14% |
$3.29K - $3.95K
|
24.5K
$2.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
33+ 1.03% |
$3.19K - $3.84K
|
3.24K
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
33+ 0.86% |
$3.19K - $3.84K
|
3.88K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
33+ 0.38% |
$3.19K - $3.84K
|
8.8K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33+ 0.69% |
$3.19K - $3.84K
|
4.79K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
33+ 0.34% |
$3.19K - $3.84K
|
9.86K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
32+ 0.11% |
$3.1K - $3.72K
|
29.9K
$3.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
31+ 0.25% |
$3K - $3.6K
|
12.6K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31+ 0.27% |
$3K - $3.6K
|
11.6K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
31+ 0.9% |
$3K - $3.6K
|
3.49K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
31+ 0.88% |
$3K - $3.6K
|
3.55K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
31+ 0.29% |
$3K - $3.6K
|
10.8K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 1.19% |
$2.9K - $3.49K
|
2.55K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
30+ 0.29% |
$2.9K - $3.49K
|
10.4K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
30+ 0.78% |
$2.9K - $3.49K
|
3.89K
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
29+ 0.27% |
$2.81K - $3.37K
|
10.6K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
29+ 0.62% |
$2.81K - $3.37K
|
4.71K
$504K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 0.36% |
$2.71K - $3.25K
|
7.79K
$833K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
28+ 0.28% |
$2.71K - $3.25K
|
10.1K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
27+ 0.82% |
$2.61K - $3.14K
|
3.32K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
27+ 0.14% |
$2.61K - $3.14K
|
19.6K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27+ 0.28% |
$2.61K - $3.14K
|
9.55K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
27+ 0.87% |
$2.61K - $3.14K
|
3.12K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.05% |
$2.52K - $3.02K
|
55.2K
$5.9M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
25+ 0.16% |
$2.42K - $2.91K
|
15.5K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
25+ 0.21% |
$2.42K - $2.91K
|
11.7K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 0.61% |
$2.23K - $2.67K
|
3.79K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
23+ 0.72% |
$2.23K - $2.67K
|
3.22K
$344K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
23+ 1.08% |
$2.23K - $2.67K
|
2.15K
$230K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
22+ 0.46% |
$2.13K - $2.56K
|
4.85K
$519K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
22+ 0.41% |
$2.13K - $2.56K
|
5.44K
$582K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 0.38% |
$2.13K - $2.56K
|
5.77K
$617K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
22+ 0.28% |
$2.13K - $2.56K
|
7.79K
$833K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22+ 0.93% |
$2.13K - $2.56K
|
2.38K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
22+ 1.37% |
$2.13K - $2.56K
|
1.62K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
22+ 0.7% |
$2.13K - $2.56K
|
3.15K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
22+ 1.04% |
$2.13K - $2.56K
|
2.13K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21+ 0.3% |
$2.03K - $2.44K
|
7.07K
$756K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
20+ 0.9% |
$1.94K - $2.32K
|
2.23K
$239K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 0.26% |
$1.94K - $2.32K
|
7.58K
$810K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
19+ 0.03% |
$1.84K - $2.21K
|
54.9K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 0.03% |
$1.84K - $2.21K
|
72K
$7.7M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
18+ 0.67% |
$1.74K - $2.09K
|
2.69K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18+ 0.15% |
$1.74K - $2.09K
|
11.9K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.9% |
$1.74K - $2.09K
|
2.02K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.07% |
$1.74K - $2.09K
|
25.6K
$2.74M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18+ 0.88% |
$1.74K - $2.09K
|
2.06K
$220K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
17+ 0.28% |
$1.65K - $1.98K
|
6.12K
$655K
|