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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.19K+ 1.85% |
$120K - $143K
|
65.4K
$7.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.18K+ 37.2% |
$119K - $142K
|
4.36K
$478K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.18K+ 8.49% |
$119K - $142K
|
15.1K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.18K+ 5.38% |
$119K - $142K
|
23.1K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.18K+ 4.4% |
$119K - $141K
|
27.9K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.17K+ 1.88% |
$118K - $141K
|
63.6K
$6.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
1.17K+ 5.99% |
$118K - $141K
|
20.7K
$2.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 3.25% |
$118K - $141K
|
37.1K
$4.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 20.25% |
$118K - $140K
|
6.93K
$759K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.16K+ 4.95% |
$117K - $139K
|
24.6K
$2.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.15K+ 3.0% |
$116K - $138K
|
39.6K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.14K+ 2.83% |
$115K - $137K
|
41.5K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.14K+ 1.62% |
$115K - $137K
|
71.4K
$7.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.14K+ 18.71% |
$115K - $137K
|
7.21K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.12K+ 4.6% |
$113K - $135K
|
25.6K
$2.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 4.24% |
$113K - $135K
|
27.6K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.12K+ 7.3% |
$113K - $134K
|
16.4K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.1K+ 1.2% |
$111K - $132K
|
92.9K
$10.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.1K+ 4.41% |
$111K - $132K
|
26.1K
$2.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.1K+ 3.29% |
$111K - $132K
|
34.5K
$3.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1.1K+ 23.13% |
$111K - $132K
|
5.83K
$639K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.1K+ 14.1% |
$111K - $132K
|
8.86K
$970K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
1.09K+ 0.61% |
$110K - $131K
|
179K
$19.6M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.09K+ 4.96% |
$110K - $131K
|
23K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 1.52% |
$109K - $130K
|
72K
$7.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.08K+ 3.25% |
$109K - $130K
|
34.3K
$3.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.08K+ 2.17% |
$108K - $129K
|
50.5K
$5.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.07K+ 35.55% |
$108K - $129K
|
4.08K
$447K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.41% |
$107K - $127K
|
25K
$2.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.06K+ 2.01% |
$107K - $127K
|
53.6K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.06K+ 10.75% |
$106K - $127K
|
10.9K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.05K+ 3.89% |
$106K - $127K
|
28.1K
$3.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.05K+ 3.5% |
$106K - $127K
|
31.1K
$3.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.05K+ 2.8% |
$106K - $126K
|
38.5K
$4.21M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 2.24% |
$105K - $126K
|
47.6K
$5.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.04K+ 2.08% |
$105K - $125K
|
51.2K
$5.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.04K+ 0.59% |
$105K - $125K
|
178K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.04K+ 32.06% |
$104K - $124K
|
4.26K
$467K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.03K+ 6.9% |
$104K - $124K
|
16K
$1.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.03K+ 7.88% |
$103K - $123K
|
14K
$1.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
1.01K+ 18.9% |
$102K - $122K
|
6.36K
$697K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1K+ 15.02% |
$101K - $121K
|
7.68K
$841K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
1K+ 11.99% |
$101K - $120K
|
9.35K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 66.45% |
$101K - $120K
|
2.51K
$274K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
999+ 25.41% |
$101K - $120K
|
4.93K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
991+ 7.32% |
$100K - $119K
|
14.5K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
986+ 19.32% |
$99.5K - $119K
|
6.09K
$667K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
981+ 0.72% |
$99K - $118K
|
137K
$15M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
980+ 5.18% |
$98.9K - $118K
|
19.9K
$2.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
980+ 0.33% |
$98.9K - $118K
|
298K
$32.6M
|