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 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
49+ 0.54% |
$5.31K - $5.99K
|
9.2K
$982K
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
48+ 2.68% |
$5.2K - $5.87K
|
1.84K
$196K
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
48+ 0.19% |
$5.2K - $5.87K
|
25.8K
$2.76M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
48+ 0.56% |
$5.2K - $5.87K
|
8.68K
$928K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
47+ 0.22% |
$5.09K - $5.74K
|
21.4K
$2.28M
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
47+ 1.3% |
$5.09K - $5.74K
|
3.66K
$391K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 2.04% |
$5.09K - $5.74K
|
2.35K
$251K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46+ 0.22% |
$4.98K - $5.62K
|
20.6K
$2.2M
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
46+ 0.29% |
$4.98K - $5.62K
|
16.1K
$1.72M
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
46+ 0.23% |
$4.98K - $5.62K
|
20.3K
$2.17M
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
46+ 0.72% |
$4.98K - $5.62K
|
6.43K
$687K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.72% |
$4.88K - $5.5K
|
6.28K
$670K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
45+ 1.51% |
$4.88K - $5.5K
|
3.03K
$323K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
44+ 2.03% |
$4.77K - $5.38K
|
2.21K
$236K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
44+ 1.02% |
$4.77K - $5.38K
|
4.35K
$465K
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$4.77K - $5.38K
|
18.6K
$1.98M
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
43+ 0.19% |
$4.66K - $5.25K
|
22.4K
$2.39M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
42+ 1.21% |
$4.55K - $5.13K
|
3.52K
$376K
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
41+ 0.07% |
$4.44K - $5.01K
|
56.5K
$6.03M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
41+ 0.56% |
$4.44K - $5.01K
|
7.33K
$783K
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
39+ 0.47% |
$4.23K - $4.77K
|
8.34K
$891K
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.19% |
$4.23K - $4.77K
|
20.7K
$2.21M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
39+ 0.95% |
$4.23K - $4.77K
|
4.13K
$441K
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
39+ 0.76% |
$4.23K - $4.77K
|
5.18K
$553K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
39+ 1.11% |
$4.23K - $4.77K
|
3.56K
$380K
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
39+ 0.74% |
$4.23K - $4.77K
|
5.29K
$565K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38+ 2.86% |
$4.12K - $4.64K
|
1.37K
$146K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
35+ 0.22% |
$3.79K - $4.28K
|
15.8K
$1.69M
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
35+ 0.93% |
$3.79K - $4.28K
|
3.78K
$404K
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
34+ 2.17% |
$3.68K - $4.15K
|
1.6K
$171K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
34+ 1.44% |
$3.68K - $4.15K
|
2.39K
$255K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 0.51% |
$3.68K - $4.15K
|
6.71K
$717K
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
34+ 0.05% |
$3.68K - $4.15K
|
67.6K
$7.23M
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
33+ 0.07% |
$3.58K - $4.03K
|
45K
$4.8M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 0.85% |
$3.58K - $4.03K
|
3.94K
$421K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
33+ 1.01% |
$3.58K - $4.03K
|
3.31K
$354K
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
32+ 0.03% |
$3.47K - $3.91K
|
105K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
32+ 0.17% |
$3.47K - $3.91K
|
19.1K
$2.04M
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31+ 1.11% |
$3.36K - $3.79K
|
2.84K
$303K
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
31+ 0.25% |
$3.36K - $3.79K
|
12.6K
$1.34M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
31+ 1.28% |
$3.36K - $3.79K
|
2.46K
$263K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
30+ 0.29% |
$3.25K - $3.67K
|
10.4K
$1.11M
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
30+ 0.84% |
$3.25K - $3.67K
|
3.58K
$383K
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30+ 1.7% |
$3.25K - $3.67K
|
1.8K
$192K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
30+ 0.19% |
$3.25K - $3.67K
|
15.9K
$1.69M
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30+ 0.85% |
$3.25K - $3.67K
|
3.57K
$381K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
29+ 0.08% |
$3.14K - $3.54K
|
37.2K
$3.97M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
29+ 0.31% |
$3.14K - $3.54K
|
9.25K
$988K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
29+ 7.13% |
$3.14K - $3.54K
|
436
$46.6K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
28+ 0.07% |
$3.03K - $3.42K
|
37.4K
$4M
|