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 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-533- 1.06% |
$51.6K - $62K
|
49.9K
$5.34M
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-535- 2.73% |
$51.8K - $62.2K
|
19K
$2.04M
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-542- 5.42% |
$52.5K - $63K
|
9.46K
$1.01M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-543- 1.51% |
$52.6K - $63.1K
|
35.4K
$3.78M
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-543- 3.32% |
$52.6K - $63.1K
|
15.8K
$1.69M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-543- 3.51% |
$52.6K - $63.1K
|
14.9K
$1.6M
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-547- 1.77% |
$52.9K - $63.6K
|
30.4K
$3.25M
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-550- 2.75% |
$53.2K - $63.9K
|
19.5K
$2.08M
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-551- 7.2% |
$53.3K - $64K
|
7.1K
$759K
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-552- 8.64% |
$53.4K - $64.2K
|
5.83K
$624K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-552- 3.94% |
$53.4K - $64.2K
|
13.5K
$1.44M
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-554- 1.12% |
$53.6K - $64.4K
|
49.1K
$5.25M
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-568- 6.2% |
$55K - $66K
|
8.59K
$918K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-578- 1.87% |
$56K - $67.2K
|
30.3K
$3.23M
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-587- 3.41% |
$56.8K - $68.2K
|
16.6K
$1.78M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-588- 6.92% |
$56.9K - $68.3K
|
7.91K
$846K
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-594- 0.49% |
$57.5K - $69K
|
120K
$12.8M
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-595- 18.89% |
$57.6K - $69.2K
|
2.55K
$273K
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-600- 4.17% |
$58.1K - $69.7K
|
13.8K
$1.47M
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 5.05% |
$58.1K - $69.7K
|
11.3K
$1.21M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-602- 0.68% |
$58.3K - $70K
|
87.8K
$9.39M
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-608- 8.27% |
$58.9K - $70.7K
|
6.74K
$721K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-609- 9.89% |
$59K - $70.8K
|
5.55K
$593K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-616- 0.72% |
$59.6K - $71.6K
|
84.8K
$9.07M
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-620- 24.45% |
$60K - $72.1K
|
1.92K
$205K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-625- 2.11% |
$60.5K - $72.7K
|
28.9K
$3.09M
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-627- 3.5% |
$60.7K - $72.9K
|
17.3K
$1.85M
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-630- 13.87% |
$61K - $73.2K
|
3.91K
$418K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-634- 5.03% |
$61.4K - $73.7K
|
12K
$1.28M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-636- 0.9% |
$61.6K - $73.9K
|
69.9K
$7.47M
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-640- 4.64% |
$62K - $74.4K
|
13.1K
$1.4M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-648- 4.03% |
$62.7K - $75.3K
|
15.4K
$1.65M
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-648- 81.1% |
$62.7K - $75.3K
|
151
$16.1K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-649- 12.56% |
$62.8K - $75.4K
|
4.52K
$483K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-650- 1.64% |
$62.9K - $75.6K
|
39K
$4.17M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-651- 1.08% |
$63K - $75.7K
|
59.6K
$6.38M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-652- 2.35% |
$63.1K - $75.8K
|
27.1K
$2.9M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-655- 7.32% |
$63.4K - $76.1K
|
8.3K
$887K
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-656- 0.86% |
$63.5K - $76.3K
|
75.4K
$8.06M
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-660- 2.46% |
$63.9K - $76.7K
|
26.2K
$2.8M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-664- 3.32% |
$64.3K - $77.2K
|
19.3K
$2.07M
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-666- 3.11% |
$64.5K - $77.4K
|
20.7K
$2.22M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-666- 2.12% |
$64.5K - $77.4K
|
30.7K
$3.28M
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-676- 1.99% |
$65.4K - $78.6K
|
33.3K
$3.56M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-679- 1.37% |
$65.7K - $78.9K
|
48.9K
$5.23M
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-680- 2.78% |
$65.8K - $79K
|
23.8K
$2.54M
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-681- 1.77% |
$65.9K - $79.2K
|
37.8K
$4.04M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-681- 1.11% |
$65.9K - $79.2K
|
60.8K
$6.5M
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-687- 10.76% |
$66.5K - $79.9K
|
5.7K
$609K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-689- 6.0% |
$66.7K - $80.1K
|
10.8K
$1.15M
|