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 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.94KNew |
$196K - $233K
|
1.94K
$209K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.93K+ 4.1% |
$195K - $232K
|
49.1K
$5.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.93K+ 2.33% |
$195K - $232K
|
84.9K
$9.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.92K+ 10.03% |
$194K - $231K
|
21.1K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.91K+ 3.81% |
$193K - $230K
|
52.1K
$5.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.91KNew |
$193K - $229K
|
1.91K
$206K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.91KNew |
$192K - $229K
|
1.91K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
1.9KNew |
$192K - $228K
|
1.9K
$205K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.9KNew |
$192K - $228K
|
1.9K
$204K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.9KNew |
$192K - $228K
|
1.9K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.9K+ 4.01% |
$191K - $228K
|
49.1K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.89K+ 0.72% |
$191K - $227K
|
264K
$28.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.89K+ 9.05% |
$190K - $227K
|
22.7K
$2.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.88KNew |
$190K - $226K
|
1.88K
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.88KNew |
$189K - $225K
|
1.88K
$202K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.88KNew |
$189K - $225K
|
1.88K
$202K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$188K - $224K
|
1.86K
$201K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$188K - $223K
|
1.86K
$200K
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.86KNew |
$187K - $223K
|
1.86K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.85KNew |
$187K - $223K
|
1.85K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.85KNew |
$187K - $222K
|
1.85K
$199K
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
1.84KNew |
$186K - $222K
|
1.84K
$199K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.84K+ 1.46% |
$185K - $221K
|
127K
$13.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.84KNew |
$185K - $221K
|
1.84K
$198K
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$185K - $220K
|
1.83K
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.83K+ 17.38% |
$184K - $219K
|
12.3K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.82KNew |
$184K - $219K
|
1.82K
$197K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.82K+ 2.61% |
$183K - $219K
|
71.4K
$7.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.82K+ 82.37% |
$183K - $218K
|
4.02K
$433K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.81K+ 2.53% |
$182K - $217K
|
73.4K
$7.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.8KNew |
$182K - $217K
|
1.8K
$194K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.8KNew |
$182K - $216K
|
1.8K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Oppenheimer & Close, LLC
|
BUY
|
- |
1.8KNew |
$182K - $216K
|
1.8K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$181K - $216K
|
1.8K
$193K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.79K+ 1.06% |
$181K - $215K
|
170K
$18.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.79KNew |
$181K - $215K
|
1.79K
$193K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$180K - $215K
|
1.79K
$193K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.79K+ 2.34% |
$180K - $215K
|
78.3K
$8.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.78K+ 7.99% |
$180K - $214K
|
24.1K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.77K+ 10.4% |
$179K - $213K
|
18.8K
$2.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
1.77K+ 1.85% |
$179K - $213K
|
97.2K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 0.95% |
$178K - $213K
|
189K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$178K - $213K
|
1.77K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.77K+ 1.1% |
$178K - $212K
|
163K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$178K - $212K
|
1.76K
$190K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $212K
|
1.76K
$190K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.76K+ 9.49% |
$178K - $212K
|
20.3K
$2.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.76K+ 6.72% |
$177K - $211K
|
27.9K
$3M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$177K - $210K
|
1.75K
$189K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.74K+ 16.44% |
$176K - $209K
|
12.3K
$1.33M
|