Purchases and Sales Made in Q3 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.53K+ 57.66% |
$356K - $424K
|
9.64K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
3.5K+ 13.21% |
$353K - $421K
|
30K
$3.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.46K+ 3.22% |
$349K - $416K
|
111K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.44K+ 137.98% |
$348K - $414K
|
5.94K
$641K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.43K+ 65.07% |
$346K - $412K
|
8.7K
$939K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
3.43KNew |
$346K - $412K
|
3.43K
$370K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.42KNew |
$345K - $411K
|
3.42K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.41K+ 2.59% |
$344K - $410K
|
135K
$14.6M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.39K+ 1.65% |
$342K - $408K
|
210K
$22.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
3.37KNew |
$340K - $405K
|
3.37K
$364K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.37K+ 8.06% |
$340K - $405K
|
45.2K
$4.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.37K+ 7.91% |
$340K - $405K
|
45.9K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.37K+ 2.95% |
$340K - $405K
|
117K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.36K+ 13.97% |
$339K - $403K
|
27.4K
$2.95M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.36K+ 13.97% |
$339K - $403K
|
27.4K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.32KNew |
$335K - $399K
|
3.32K
$358K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.3K+ 12.19% |
$333K - $396K
|
30.3K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.3K+ 4.69% |
$333K - $396K
|
73.6K
$7.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.29K+ 9.33% |
$332K - $395K
|
38.6K
$4.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.28K+ 1.59% |
$331K - $394K
|
210K
$22.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.27K+ 26.49% |
$330K - $393K
|
15.6K
$1.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
3.26K+ 55.72% |
$329K - $392K
|
9.12K
$984K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.22K+ 11.99% |
$325K - $387K
|
30.1K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.2K+ 2.35% |
$323K - $385K
|
139K
$15M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.19K+ 4.06% |
$322K - $384K
|
81.8K
$8.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.19K+ 3.25% |
$322K - $384K
|
101K
$10.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.18KNew |
$321K - $382K
|
3.18K
$343K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.18KNew |
$320K - $382K
|
3.18K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.17K+ 6.93% |
$320K - $382K
|
49K
$5.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.17K+ 5.8% |
$319K - $380K
|
57.8K
$6.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
3.13KNew |
$316K - $376K
|
3.13K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.12KNew |
$315K - $375K
|
3.12K
$337K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.12K+ 10.07% |
$315K - $375K
|
34.1K
$3.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Fractal Investments LLC
|
BUY
|
- |
3.1K+ 155.0% |
$313K - $373K
|
5.1K
$550K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.07K+ 13.19% |
$310K - $369K
|
26.4K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
3.06K+ 104.73% |
$309K - $368K
|
5.98K
$645K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.02K+ 37.65% |
$304K - $363K
|
11K
$1.19M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.01KNew |
$303K - $361K
|
3.01K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.98K+ 7.32% |
$301K - $358K
|
43.7K
$4.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.95KNew |
$298K - $354K
|
2.95K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 6.33% |
$297K - $354K
|
49.5K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.95KNew |
$297K - $354K
|
2.95K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.93K+ 14.79% |
$296K - $353K
|
22.8K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.93K+ 59.19% |
$295K - $352K
|
7.87K
$849K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.92K+ 0.66% |
$295K - $351K
|
447K
$48.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 4.47% |
$294K - $351K
|
68.2K
$7.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 15.27% |
$292K - $347K
|
21.8K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.89K+ 3.18% |
$292K - $347K
|
93.8K
$10.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.88K+ 8.21% |
$290K - $346K
|
37.9K
$4.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.82K+ 4.68% |
$285K - $339K
|
63.1K
$6.81M
|