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 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
258+ 6.73% |
$28K - $31.5K
|
4.09K
$437K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
256+ 7.54% |
$27.7K - $31.3K
|
3.65K
$390K
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
254+ 0.24% |
$27.5K - $31K
|
105K
$11.2M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
252+ 360.0% |
$27.3K - $30.8K
|
322
$34.4K
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
251+ 6.42% |
$27.2K - $30.7K
|
4.16K
$445K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
250+ 14.48% |
$27.1K - $30.6K
|
1.98K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
250+ 3.75% |
$27.1K - $30.6K
|
6.91K
$738K
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
249+ 0.22% |
$27K - $30.4K
|
111K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
249+ 3.73% |
$27K - $30.4K
|
6.92K
$739K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
248+ 5.66% |
$26.9K - $30.3K
|
4.63K
$495K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
245+ 0.1% |
$26.5K - $29.9K
|
247K
$26.4M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
244+ 9.56% |
$26.4K - $29.8K
|
2.8K
$299K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
244+ 6.51% |
$26.4K - $29.8K
|
3.99K
$427K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
243+ 0.92% |
$26.3K - $29.7K
|
26.7K
$2.85M
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
243+ 33.75% |
$26.3K - $29.7K
|
963
$103K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
243+ 13.61% |
$26.3K - $29.7K
|
2.03K
$217K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
240+ 0.93% |
$26K - $29.3K
|
25.9K
$2.77M
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
239+ 20.89% |
$25.9K - $29.2K
|
1.38K
$148K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
238+ 2.49% |
$25.8K - $29.1K
|
9.79K
$1.05M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
237+ 1.33% |
$25.7K - $29K
|
18.1K
$1.93M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
236+ 8.46% |
$25.6K - $28.8K
|
3.03K
$323K
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
235+ 9.88% |
$25.5K - $28.7K
|
2.61K
$279K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
234+ 5.14% |
$25.4K - $28.6K
|
4.78K
$511K
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
234+ 1.23% |
$25.4K - $28.6K
|
19.2K
$2.05M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
232+ 2.46% |
$25.1K - $28.4K
|
9.68K
$1.03M
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
232+ 1.15% |
$25.1K - $28.4K
|
20.4K
$2.18M
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
231+ 5.1% |
$25K - $28.2K
|
4.76K
$508K
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
230+ 8.0% |
$24.9K - $28.1K
|
3.11K
$332K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
230+ 5.64% |
$24.9K - $28.1K
|
4.31K
$460K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
229+ 3.09% |
$24.8K - $28K
|
7.64K
$817K
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
229+ 9.55% |
$24.8K - $28K
|
2.63K
$281K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
228+ 1.7% |
$24.7K - $27.9K
|
13.6K
$1.46M
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
227+ 11.19% |
$24.6K - $27.7K
|
2.26K
$241K
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
227+ 4.54% |
$24.6K - $27.7K
|
5.23K
$559K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
226+ 4.18% |
$24.5K - $27.6K
|
5.63K
$601K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
225+ 3.52% |
$24.4K - $27.5K
|
6.63K
$708K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
223+ 0.91% |
$24.2K - $27.3K
|
24.7K
$2.64M
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
223+ 6.23% |
$24.2K - $27.3K
|
3.8K
$406K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
223+ 6.72% |
$24.2K - $27.3K
|
3.54K
$378K
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
222+ 10.74% |
$24.1K - $27.1K
|
2.29K
$245K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
221+ 4.88% |
$23.9K - $27K
|
4.75K
$508K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
221+ 6.34% |
$23.9K - $27K
|
3.71K
$396K
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
221+ 1.83% |
$23.9K - $27K
|
12.3K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
220+ 2.3% |
$23.8K - $26.9K
|
9.8K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
220+ 2.84% |
$23.8K - $26.9K
|
7.97K
$851K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
218+ 1.32% |
$23.6K - $26.6K
|
16.7K
$1.79M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
218+ 10.55% |
$23.6K - $26.6K
|
2.28K
$244K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
217+ 1.77% |
$23.5K - $26.5K
|
12.5K
$1.33M
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
216+ 0.79% |
$23.4K - $26.4K
|
27.7K
$2.95M
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
BUY
|
- |
215+ 0.44% |
$23.3K - $26.3K
|
48.7K
$5.21M
|