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 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-926- 1.65% |
$89.6K - $108K
|
55.1K
$6.18M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-926- 10.46% |
$89.6K - $108K
|
7.92K
$889K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-927- 6.2% |
$89.7K - $108K
|
14K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-928- 2.75% |
$89.8K - $108K
|
32.8K
$3.68M
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-930- 15.35% |
$90K - $108K
|
5.13K
$575K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-931- 1.52% |
$90.1K - $108K
|
60.5K
$6.78M
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-936- 18.32% |
$90.6K - $109K
|
4.17K
$468K
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-938- 11.23% |
$90.8K - $109K
|
7.42K
$832K
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-938- 5.97% |
$90.8K - $109K
|
14.8K
$1.66M
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-941- 15.97% |
$91.1K - $109K
|
4.95K
$556K
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-942- 8.28% |
$91.2K - $109K
|
10.4K
$1.17M
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-944- 10.44% |
$91.4K - $110K
|
8.1K
$909K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-945- 22.68% |
$91.5K - $110K
|
3.22K
$361K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-948- 5.29% |
$91.8K - $110K
|
17K
$1.9M
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-955- 13.38% |
$92.4K - $111K
|
6.18K
$694K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-971- 6.91% |
$94K - $113K
|
13.1K
$1.47M
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-980- 13.18% |
$94.9K - $114K
|
6.46K
$724K
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-989- 1.36% |
$95.7K - $115K
|
71.8K
$8.05M
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-995- 1.08% |
$96.3K - $116K
|
91.5K
$10.3M
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-996- 12.27% |
$96.4K - $116K
|
7.12K
$799K
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-999- 13.92% |
$96.7K - $116K
|
6.18K
$693K
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 2.31% |
$96.8K - $116K
|
42.3K
$4.74M
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1K- 8.72% |
$96.8K - $116K
|
10.5K
$1.18M
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-1K- 8.37% |
$96.8K - $116K
|
10.9K
$1.23M
|
|
May 08, 2024
Q1 2024
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 26.32% |
$96.8K - $116K
|
2.8K
$314K
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1K- 1.49% |
$96.8K - $116K
|
66.3K
$7.44M
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1K- 3.75% |
$96.8K - $116K
|
25.7K
$2.88M
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.01K- 2.53% |
$97.7K - $117K
|
38.8K
$4.36M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 63.47% |
$97.9K - $118K
|
582
$65.3K
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.01K- 8.09% |
$98K - $118K
|
11.5K
$1.29M
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.01K- 5.54% |
$98.1K - $118K
|
17.3K
$1.94M
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 29.84% |
$98.6K - $118K
|
2.4K
$269K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.03K- 88.59% |
$99.2K - $119K
|
132
$14.8K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.03K- 1.06% |
$100K - $120K
|
96.6K
$10.8M
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.04K- 1.89% |
$101K - $121K
|
54K
$6.05M
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.04K- 1.5% |
$101K - $121K
|
68.4K
$7.68M
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.04K- 0.66% |
$101K - $121K
|
157K
$17.6M
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 6.35% |
$101K - $121K
|
15.4K
$1.73M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.04K- 2.88% |
$101K - $121K
|
35.2K
$3.95M
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.05K- 12.02% |
$101K - $122K
|
7.66K
$860K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.05K- 34.49% |
$101K - $122K
|
1.99K
$223K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.06K- 15.62% |
$103K - $123K
|
5.72K
$642K
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.06K- 12.91% |
$103K - $123K
|
7.15K
$802K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 1.19% |
$103K - $123K
|
88.4K
$9.92M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.07K- 1.06% |
$104K - $125K
|
100K
$11.2M
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.08K- 4.67% |
$104K - $125K
|
21.9K
$2.46M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 3.06% |
$104K - $125K
|
34K
$3.82M
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.08K- 3.37% |
$104K - $125K
|
30.9K
$3.46M
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.08K- 13.98% |
$105K - $126K
|
6.67K
$749K
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.09K- 34.7% |
$105K - $126K
|
2.05K
$230K
|