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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
92+ 1.6% |
$9.97K - $11.2K
|
5.85K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
92+ 4.36% |
$9.97K - $11.2K
|
2.2K
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
91+ 3.2% |
$9.86K - $11.1K
|
2.93K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
91+ 1.39% |
$9.86K - $11.1K
|
6.63K
$721K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
91+ 1.94% |
$9.86K - $11.1K
|
4.78K
$521K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
90+ 0.36% |
$9.75K - $11K
|
24.8K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
90+ 0.36% |
$9.75K - $11K
|
25.3K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88+ 7.01% |
$9.54K - $10.8K
|
1.34K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
88+ 27.5% |
$9.54K - $10.8K
|
408
$44.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
87+ 2.11% |
$9.43K - $10.6K
|
4.21K
$458K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
87+ 1.42% |
$9.43K - $10.6K
|
6.2K
$675K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87+ 15.18% |
$9.43K - $10.6K
|
660
$71.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
86+ 0.64% |
$9.32K - $10.5K
|
13.5K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
BUY
|
- |
86+ 1.87% |
$9.32K - $10.5K
|
4.7K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
85+ 4.11% |
$9.21K - $10.4K
|
2.15K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.96% |
$9.21K - $10.4K
|
8.93K
$973K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
85+ 4.24% |
$9.21K - $10.4K
|
2.09K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
85+ 3.29% |
$9.21K - $10.4K
|
2.67K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
84+ 0.19% |
$9.1K - $10.3K
|
45K
$4.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
83+ 1.91% |
$8.99K - $10.1K
|
4.44K
$483K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
82+ 0.67% |
$8.89K - $10K
|
12.4K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
82+ 0.25% |
$8.89K - $10K
|
33.1K
$3.61M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.14% |
$8.78K - $9.9K
|
3.86K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
81+ 1.51% |
$8.78K - $9.9K
|
5.43K
$592K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
81+ 0.41% |
$8.78K - $9.9K
|
19.8K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
81+ 0.58% |
$8.78K - $9.9K
|
14K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
80+ 0.12% |
$8.67K - $9.78K
|
68.7K
$7.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
79+ 0.7% |
$8.56K - $9.65K
|
11.3K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
78+ 4.33% |
$8.45K - $9.53K
|
1.88K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
78+ 1.39% |
$8.45K - $9.53K
|
5.68K
$618K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 1.44% |
$8.45K - $9.53K
|
5.48K
$596K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
78+ 0.65% |
$8.45K - $9.53K
|
12.2K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
78+ 0.3% |
$8.45K - $9.53K
|
26.2K
$2.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
76+ 4.07% |
$8.24K - $9.29K
|
1.95K
$212K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
76+ 2.52% |
$8.24K - $9.29K
|
3.1K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
75+ 0.15% |
$8.13K - $9.17K
|
51.3K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
75+ 1.35% |
$8.13K - $9.17K
|
5.64K
$614K
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
73+ 0.61% |
$7.91K - $8.92K
|
12K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
73+ 0.68% |
$7.91K - $8.92K
|
10.8K
$1.17M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
73+ 1.33% |
$7.91K - $8.92K
|
5.55K
$604K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
72+ 0.71% |
$7.8K - $8.8K
|
10.3K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
72+ 0.6% |
$7.8K - $8.8K
|
12.1K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
72+ 1.01% |
$7.8K - $8.8K
|
7.2K
$784K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
71+ 10.92% |
$7.69K - $8.68K
|
721
$78.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
70+ 0.99% |
$7.59K - $8.55K
|
7.13K
$776K
|
|
|
Jul 31, 2024
Q2 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
70+ 0.61% |
$7.59K - $8.55K
|
11.6K
$1.27M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
69+ 0.48% |
$7.48K - $8.43K
|
14.3K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
69+ 3.43% |
$7.48K - $8.43K
|
2.08K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
69+ 0.11% |
$7.48K - $8.43K
|
65.1K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
69+ 4.25% |
$7.48K - $8.43K
|
1.69K
$184K
|