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 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-692- 2.71% |
$67K - $80.4K
|
24.8K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-692- 4.72% |
$67K - $80.4K
|
14K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-693- 2.11% |
$67.1K - $80.6K
|
32.1K
$3.43M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-695- 0.12% |
$67.3K - $80.8K
|
596K
$63.8M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-699- 13.59% |
$67.7K - $81.3K
|
4.44K
$475K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-700- 16.12% |
$67.8K - $81.4K
|
3.64K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-700- 0.45% |
$67.8K - $81.4K
|
155K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-700- 1.42% |
$67.8K - $81.4K
|
48.5K
$5.19M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-701- 6.57% |
$67.9K - $81.5K
|
9.96K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-704- 15.81% |
$68.1K - $81.8K
|
3.75K
$401K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-705- 5.5% |
$68.2K - $81.9K
|
12.1K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-709- 15.29% |
$68.6K - $82.4K
|
3.93K
$420K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-723- 3.48% |
$70K - $84K
|
20K
$2.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-727- 5.38% |
$70.4K - $84.5K
|
12.8K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-727- 26.28% |
$70.4K - $84.5K
|
2.04K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-728- 41.13% |
$70.5K - $84.6K
|
1.04K
$111K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-735- 3.02% |
$71.1K - $85.4K
|
23.6K
$2.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-740- 7.12% |
$71.6K - $86K
|
9.65K
$1.03M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-742- 29.0% |
$71.8K - $86.3K
|
1.82K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-743- 9.28% |
$71.9K - $86.4K
|
7.27K
$777K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-745- 1.52% |
$72.1K - $86.6K
|
48.2K
$5.15M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-746- 1.17% |
$72.2K - $86.7K
|
62.9K
$6.72M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-750- 2.09% |
$72.6K - $87.2K
|
35.2K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-762- 1.24% |
$73.8K - $88.6K
|
60.9K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-765- 13.12% |
$74.1K - $88.9K
|
5.07K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-765- 20.12% |
$74.1K - $88.9K
|
3.04K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-781- 4.12% |
$75.6K - $90.8K
|
18.2K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-782- 2.04% |
$75.7K - $90.9K
|
37.5K
$4.01M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-783- 0.87% |
$75.8K - $91K
|
89K
$9.52M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-783- 18.05% |
$75.8K - $91K
|
3.56K
$380K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-784- 0.51% |
$75.9K - $91.1K
|
153K
$16.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-784- 1.83% |
$75.9K - $91.1K
|
41.9K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-784- 0.62% |
$75.9K - $91.1K
|
126K
$13.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-787- 15.74% |
$76.2K - $91.5K
|
4.21K
$450K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-790- 15.18% |
$76.5K - $91.8K
|
4.42K
$472K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-795- 1.13% |
$77K - $92.4K
|
69.4K
$7.42M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-798- 12.96% |
$77.2K - $92.8K
|
5.36K
$573K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-799- 1.85% |
$77.3K - $92.9K
|
42.3K
$4.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-800- 1.91% |
$77.4K - $93K
|
41.2K
$4.4M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-800- 3.38% |
$77.4K - $93K
|
22.9K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-805- 1.17% |
$77.9K - $93.6K
|
68.1K
$7.28M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-807- 27.34% |
$78.1K - $93.8K
|
2.15K
$229K
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-810- 1.96% |
$78.4K - $94.2K
|
40.4K
$4.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-820- 1.17% |
$79.4K - $95.3K
|
69.2K
$7.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-825- 5.45% |
$79.9K - $95.9K
|
14.3K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-825- 10.08% |
$79.9K - $95.9K
|
7.36K
$787K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-833- 1.88% |
$80.6K - $96.8K
|
43.5K
$4.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-837- 18.42% |
$81K - $97.3K
|
3.71K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-842- 1.46% |
$81.5K - $97.9K
|
56.7K
$6.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-850- 7.73% |
$82.3K - $98.8K
|
10.2K
$1.09M
|