Purchases and Sales Made in Q2 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
453+ 14.56% |
$49.1K - $55.4K
|
3.57K
$381K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
453+ 11.83% |
$49.1K - $55.4K
|
4.28K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
452+ 0.32% |
$49K - $55.2K
|
141K
$15.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
451+ 2.33% |
$48.9K - $55.1K
|
19.8K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
449+ 9.34% |
$48.7K - $54.9K
|
5.26K
$561K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
448+ 1.33% |
$48.5K - $54.7K
|
34.2K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
445+ 1.9% |
$48.2K - $54.4K
|
23.9K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
444+ 0.81% |
$48.1K - $54.3K
|
55.4K
$5.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
442+ 3.15% |
$47.9K - $54K
|
14.5K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
441+ 1.72% |
$47.8K - $53.9K
|
26.1K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
441+ 19.79% |
$47.8K - $53.9K
|
2.67K
$285K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
439+ 23.63% |
$47.6K - $53.6K
|
2.3K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
438+ 18.07% |
$47.5K - $53.5K
|
2.86K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
438+ 21.27% |
$47.5K - $53.5K
|
2.5K
$267K
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
437+ 1.97% |
$47.4K - $53.4K
|
22.6K
$2.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
437+ 1.77% |
$47.4K - $53.4K
|
25.1K
$2.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
437+ 0.63% |
$47.4K - $53.4K
|
70.2K
$7.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
435+ 22.13% |
$47.1K - $53.2K
|
2.4K
$256K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
434+ 10.95% |
$47K - $53K
|
4.4K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
433+ 1.1% |
$46.9K - $52.9K
|
39.6K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
430+ 11.93% |
$46.6K - $52.5K
|
4.03K
$431K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
429+ 1.98% |
$46.5K - $52.4K
|
22.1K
$2.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
427+ 1.61% |
$46.3K - $52.2K
|
26.9K
$2.87M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
427+ 1.01% |
$46.3K - $52.2K
|
42.5K
$4.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
425+ 1.29% |
$46.1K - $51.9K
|
33.3K
$3.56M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
425+ 3.65% |
$46.1K - $51.9K
|
12.1K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
423New |
$45.8K - $51.7K
|
423
$45.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
421+ 4.91% |
$45.6K - $51.4K
|
8.99K
$960K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
419+ 5.72% |
$45.4K - $51.2K
|
7.75K
$827K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
419+ 19.51% |
$45.4K - $51.2K
|
2.57K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
418+ 4.65% |
$45.3K - $51.1K
|
9.4K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
416+ 0.26% |
$45.1K - $50.8K
|
162K
$17.3M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
415+ 6.44% |
$45K - $50.7K
|
6.86K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
415+ 15.63% |
$45K - $50.7K
|
3.07K
$328K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
414+ 12.53% |
$44.9K - $50.6K
|
3.72K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
413+ 1.25% |
$44.8K - $50.5K
|
33.4K
$3.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
413+ 9.13% |
$44.8K - $50.5K
|
4.94K
$528K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
413+ 4.56% |
$44.8K - $50.5K
|
9.47K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
412+ 5.79% |
$44.6K - $50.3K
|
7.53K
$804K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
410+ 2.11% |
$44.4K - $50.1K
|
19.8K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
410+ 1.92% |
$44.4K - $50.1K
|
21.8K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
410+ 14.94% |
$44.4K - $50.1K
|
3.16K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
410+ 9.91% |
$44.4K - $50.1K
|
4.55K
$486K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
409New |
$44.3K - $50K
|
409
$43.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
401+ 8.74% |
$43.5K - $49K
|
4.99K
$533K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
400+ 10.43% |
$43.3K - $48.9K
|
4.24K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
400+ 4.16% |
$43.3K - $48.9K
|
10K
$1.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
400New |
$43.3K - $48.9K
|
400
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
399+ 5.47% |
$43.2K - $48.8K
|
7.69K
$821K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
397+ 16.63% |
$43K - $48.5K
|
2.78K
$297K
|