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 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-149- 4.79% |
$16.1K - $18.2K
|
2.96K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-149- 0.72% |
$16.1K - $18.2K
|
20.6K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-150- 2.3% |
$16.3K - $18.3K
|
6.37K
$680K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 3.57% |
$16.3K - $18.3K
|
4.05K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-150- 3.75% |
$16.3K - $18.3K
|
3.85K
$411K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 0.31% |
$16.3K - $18.3K
|
48.8K
$5.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-151- 3.18% |
$16.4K - $18.5K
|
4.59K
$491K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-151- 2.11% |
$16.4K - $18.5K
|
7K
$748K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-153- 1.96% |
$16.6K - $18.7K
|
7.64K
$816K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-154- 1.89% |
$16.7K - $18.8K
|
7.99K
$854K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-154- 3.22% |
$16.7K - $18.8K
|
4.63K
$495K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-156- 1.46% |
$16.9K - $19.1K
|
10.5K
$1.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-158- 0.87% |
$17.1K - $19.3K
|
17.9K
$1.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-159- 0.34% |
$17.2K - $19.4K
|
46.1K
$4.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.7% |
$17.3K - $19.6K
|
22.7K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-160- 5.68% |
$17.3K - $19.6K
|
2.66K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-160- 4.19% |
$17.3K - $19.6K
|
3.66K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-160- 7.52% |
$17.3K - $19.6K
|
1.97K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-161- 2.13% |
$17.4K - $19.7K
|
7.41K
$792K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-162- 2.44% |
$17.6K - $19.8K
|
6.46K
$691K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-162- 0.51% |
$17.6K - $19.8K
|
31.8K
$3.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-162- 4.87% |
$17.6K - $19.8K
|
3.17K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-162- 2.04% |
$17.6K - $19.8K
|
7.78K
$831K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-163- 5.64% |
$17.7K - $19.9K
|
2.73K
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-164- 3.88% |
$17.8K - $20K
|
4.06K
$434K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-164- 0.13% |
$17.8K - $20K
|
124K
$13.2M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-167- 1.18% |
$18.1K - $20.4K
|
14K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-167- 0.38% |
$18.1K - $20.4K
|
43.3K
$4.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-168- 0.33% |
$18.2K - $20.5K
|
50.2K
$5.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-168- 0.34% |
$18.2K - $20.5K
|
49K
$5.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-169- 1.97% |
$18.3K - $20.7K
|
8.43K
$901K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-170- 3.71% |
$18.4K - $20.8K
|
4.41K
$471K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-170- 1.3% |
$18.4K - $20.8K
|
12.9K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-170- 1.57% |
$18.4K - $20.8K
|
10.6K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-170- 2.58% |
$18.4K - $20.8K
|
6.41K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-172- 1.96% |
$18.6K - $21K
|
8.61K
$920K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-174- 0.86% |
$18.9K - $21.3K
|
20K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-178- 10.51% |
$19.3K - $21.8K
|
1.52K
$162K
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-181- 2.77% |
$19.6K - $22.1K
|
6.35K
$678K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-182- 2.13% |
$19.7K - $22.2K
|
8.36K
$893K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-187- 1.46% |
$20.3K - $22.9K
|
12.6K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-187- 0.26% |
$20.3K - $22.9K
|
71.8K
$7.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-189- 5.3% |
$20.5K - $23.1K
|
3.38K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-190- 0.29% |
$20.6K - $23.2K
|
65.5K
$7M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-191- 6.0% |
$20.7K - $23.3K
|
2.99K
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-192- 5.05% |
$20.8K - $23.5K
|
3.61K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-193- 4.47% |
$20.9K - $23.6K
|
4.12K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-193- 3.28% |
$20.9K - $23.6K
|
5.7K
$608K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-195- 3.52% |
$21.1K - $23.8K
|
5.34K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-195- 1.23% |
$21.1K - $23.8K
|
15.7K
$1.68M
|