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 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2+ 0.24% |
$194 - $232
|
820
$87.7K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2+ 0.03% |
$194 - $232
|
6.17K
$660K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$96.8 - $116
|
2K
$214K
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$96.8 - $116
|
9.51K
$1.02M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.02% |
$96.8 - $116
|
6.43K
$688K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.52% |
$96.8 - $116
|
192
$20.5K
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$96.8 - $116
|
2.42K
$259K
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$96.8 - $116
|
5.7K
$609K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$96.8 - $116
|
28.4K
$3.04M
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.02% |
$96.8 - $116
|
4.22K
$452K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
1+ 0.01% |
$96.8 - $116
|
18.1K
$1.94M
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$96.8 - $116
|
2.65K
$284K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$96.8 - $116
|
7.53K
$805K
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1+ 0.01% |
$96.8 - $116
|
15.6K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.3% |
$96.8 - $116
|
336
$35.9K
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.01% |
$96.8 - $116
|
14.3K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$96.8 - $116
|
2.6K
$277K
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$96.8 - $116
|
6.59K
$704K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$96.8 - $116
|
5.49K
$587K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$96.8 - $116
|
1.11K
$119K
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$96.8 - $116
|
2.82K
$301K
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1- 0.04% |
$96.8 - $116
|
2.41K
$257K
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$96.8 - $116
|
3.67K
$393K
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1- -0.0% |
$96.8 - $116
|
37.5K
$4.01M
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.01% |
$96.8 - $116
|
9.85K
$1.05M
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$96.8 - $116
|
12.4K
$1.32M
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2- 0.02% |
$194 - $232
|
13.1K
$1.41M
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.05% |
$194 - $232
|
3.95K
$422K
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.09% |
$194 - $232
|
2.31K
$247K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.72% |
$290 - $349
|
412
$44.1K
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3- 0.07% |
$290 - $349
|
4.57K
$489K
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 0.08% |
$290 - $349
|
3.7K
$396K
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-3- 0.02% |
$290 - $349
|
15.9K
$1.7M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-3- 0.01% |
$290 - $349
|
53.1K
$5.68M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$387 - $465
|
42K
$4.49M
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-5- 0.03% |
$484 - $581
|
18.7K
$2M
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.18% |
$484 - $581
|
2.73K
$292K
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-5- 0.11% |
$484 - $581
|
4.39K
$470K
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$484 - $581
|
3.12K
$333K
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5- 0.05% |
$484 - $581
|
9.86K
$1.05M
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-5- 0.02% |
$484 - $581
|
23.5K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-6- 0.29% |
$581 - $697
|
2.07K
$221K
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7- 0.11% |
$678 - $814
|
6.4K
$684K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7- 0.16% |
$678 - $814
|
4.35K
$466K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7- 0.14% |
$678 - $814
|
5.02K
$537K
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.13% |
$774 - $930
|
6.23K
$666K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-8- 0.02% |
$774 - $930
|
33.7K
$3.6M
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-9- 0.03% |
$871 - $1.05K
|
28.1K
$3M
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9- 0.01% |
$871 - $1.05K
|
142K
$15.2M
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-9- 0.07% |
$871 - $1.05K
|
13.4K
$1.44M
|