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
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.47K+ 2.57% |
$148K - $177K
|
58.6K
$6.38M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.46K+ 56.41% |
$147K - $176K
|
4.05K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.45K+ 2.39% |
$146K - $174K
|
62.2K
$6.76M
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.45K+ 76.28% |
$146K - $174K
|
3.34K
$364K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 0.15% |
$146K - $174K
|
970K
$105M
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.44K+ 2.44% |
$145K - $173K
|
60.3K
$6.55M
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.44K+ 1.17% |
$145K - $173K
|
124K
$13.5M
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.43K+ 14.15% |
$145K - $172K
|
11.6K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.43K+ 1.4% |
$144K - $172K
|
103K
$11.2M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.42K+ 3.44% |
$144K - $171K
|
42.8K
$4.65M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.42K+ 6.63% |
$143K - $170K
|
22.8K
$2.48M
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.4K+ 15.64% |
$141K - $168K
|
10.4K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.4K+ 2.07% |
$141K - $168K
|
69K
$7.5M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.39K+ 3.53% |
$141K - $167K
|
40.9K
$4.44M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.38K+ 32.68% |
$140K - $166K
|
5.62K
$611K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.38K+ 5.67% |
$139K - $166K
|
25.8K
$2.8M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.38K+ 40.59% |
$139K - $166K
|
4.78K
$520K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.38K+ 2.89% |
$139K - $165K
|
48.9K
$5.32M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.38K+ 14.67% |
$139K - $165K
|
10.8K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.38K+ 12.12% |
$139K - $165K
|
12.7K
$1.38M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.37K+ 1.08% |
$139K - $165K
|
129K
$14M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 10.75% |
$138K - $165K
|
14.1K
$1.54M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 2.34% |
$138K - $165K
|
59.9K
$6.51M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.37K+ 1.31% |
$138K - $164K
|
105K
$11.5M
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 6.49% |
$138K - $164K
|
22.4K
$2.43M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 1.39% |
$137K - $163K
|
98.9K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.34K+ 16.62% |
$135K - $161K
|
9.39K
$1.02M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.34K+ 8.56% |
$135K - $161K
|
16.9K
$1.84M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.33K+ 1.0% |
$134K - $160K
|
135K
$14.6M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.32K+ 14.26% |
$133K - $158K
|
10.6K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 40.09% |
$133K - $158K
|
4.6K
$500K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.31K+ 5.55% |
$132K - $157K
|
24.9K
$2.7M
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.3K+ 21.02% |
$131K - $156K
|
7.46K
$811K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.29K+ 6.24% |
$131K - $156K
|
22K
$2.4M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.29K+ 0.68% |
$130K - $155K
|
190K
$20.7M
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.28K+ 13.39% |
$129K - $153K
|
10.8K
$1.18M
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.28K+ 9.63% |
$129K - $153K
|
14.5K
$1.58M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.27K+ 18.98% |
$128K - $153K
|
7.97K
$867K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.26K+ 3.24% |
$128K - $152K
|
40.3K
$4.39M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.24K+ 9.53% |
$125K - $149K
|
14.3K
$1.55M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.24K+ 9.53% |
$125K - $149K
|
14.3K
$1.55M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.24K+ 14.98% |
$125K - $149K
|
9.5K
$1.03M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 2.67% |
$125K - $149K
|
47.6K
$5.17M
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.24KNew |
$125K - $149K
|
1.24K
$135K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.23K+ 2.47% |
$124K - $148K
|
51K
$5.54M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.22K+ 2.3% |
$123K - $147K
|
54.3K
$5.9M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.22K+ 4.91% |
$123K - $146K
|
26K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.2K+ 13.54% |
$121K - $144K
|
10.1K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.2K+ 34.29% |
$121K - $144K
|
4.7K
$511K
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1.2KNew |
$121K - $144K
|
1.2K
$130K
|