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
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
785New |
$79.2K - $94.4K
|
785
$86K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
784+ 1.4% |
$79.1K - $94.2K
|
56.7K
$6.22M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
783+ 0.34% |
$79K - $94.1K
|
229K
$25M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
782+ 9.23% |
$78.9K - $94K
|
9.25K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
778+ 9.92% |
$78.5K - $93.5K
|
8.62K
$944K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
777+ 2.74% |
$78.4K - $93.4K
|
29.1K
$3.19M
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
777+ 11.02% |
$78.4K - $93.4K
|
7.83K
$858K
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
775+ 5.85% |
$78.2K - $93.2K
|
14K
$1.54M
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
774+ 7.93% |
$78.1K - $93K
|
10.5K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
772+ 0.33% |
$77.9K - $92.8K
|
236K
$25.8M
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
772+ 1.49% |
$77.9K - $92.8K
|
52.5K
$5.75M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
772+ 1.03% |
$77.9K - $92.8K
|
75.4K
$8.26M
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
770+ 13.96% |
$77.7K - $92.6K
|
6.29K
$688K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
770New |
$77.7K - $92.6K
|
770
$84.3K
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
768+ 21.7% |
$77.5K - $92.3K
|
4.31K
$472K
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
765+ 1.59% |
$77.2K - $92K
|
48.9K
$5.35M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
760+ 8.2% |
$76.7K - $91.4K
|
10K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
760+ 55.8% |
$76.7K - $91.4K
|
2.12K
$232K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
755+ 1.96% |
$76.2K - $90.8K
|
39.3K
$4.3M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
752+ 17.61% |
$75.9K - $90.4K
|
5.02K
$550K
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
749+ 1.03% |
$75.6K - $90K
|
73.4K
$8.04M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
748+ 25.15% |
$75.5K - $89.9K
|
3.72K
$408K
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
744+ 9.42% |
$75.1K - $89.4K
|
8.64K
$946K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
743+ 0.45% |
$75K - $89.3K
|
164K
$18M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
733+ 0.73% |
$74K - $88.1K
|
102K
$11.1M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
727+ 6.52% |
$73.4K - $87.4K
|
11.9K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
725+ 8.43% |
$73.2K - $87.1K
|
9.33K
$1.02M
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
724+ 24.94% |
$73.1K - $87K
|
3.63K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
724+ 2.57% |
$73.1K - $87K
|
28.9K
$3.16M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
721+ 31.31% |
$72.8K - $86.7K
|
3.02K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
721+ 5.44% |
$72.8K - $86.7K
|
14K
$1.53M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
720+ 5.96% |
$72.7K - $86.5K
|
12.8K
$1.4M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
716+ 1.01% |
$72.3K - $86.1K
|
71.9K
$7.88M
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
714+ 1.19% |
$72.1K - $85.8K
|
60.7K
$6.65M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
712+ 2.93% |
$71.9K - $85.6K
|
25K
$2.74M
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
711+ 17.08% |
$71.8K - $85.5K
|
4.87K
$534K
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
708+ 15.9% |
$71.5K - $85.1K
|
5.16K
$565K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
707+ 1.88% |
$71.4K - $85K
|
38.3K
$4.2M
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
707+ 26.38% |
$71.4K - $85K
|
3.39K
$371K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
706+ 3.28% |
$71.2K - $84.9K
|
22.2K
$2.43M
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
701+ 0.67% |
$70.7K - $84.3K
|
106K
$11.6M
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
701+ 0.67% |
$70.7K - $84.3K
|
106K
$11.6M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
698+ 3.86% |
$70.4K - $83.9K
|
18.8K
$2.06M
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
696+ 21.75% |
$70.2K - $83.7K
|
3.9K
$427K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
689+ 1.54% |
$69.5K - $82.8K
|
45.5K
$4.99M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
687+ 0.54% |
$69.3K - $82.6K
|
128K
$14M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
686+ 2.27% |
$69.2K - $82.5K
|
30.9K
$3.38M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
681+ 2.07% |
$68.7K - $81.9K
|
33.6K
$3.68M
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
680+ 7.86% |
$68.6K - $81.7K
|
9.33K
$1.02M
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
677+ 4.38% |
$68.3K - $81.4K
|
16.1K
$1.77M
|