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 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
377+ 0.67% |
$38K - $45.3K
|
56.2K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
376+ 2.34% |
$37.9K - $45.2K
|
16.4K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
374+ 2.59% |
$37.7K - $45K
|
14.8K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
374+ 5.22% |
$37.7K - $45K
|
7.54K
$826K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
372+ 1.99% |
$37.5K - $44.7K
|
19K
$2.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
371+ 13.22% |
$37.4K - $44.6K
|
3.18K
$348K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
366+ 4.28% |
$36.9K - $44K
|
8.92K
$977K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
365+ 6.07% |
$36.8K - $43.9K
|
6.38K
$698K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
364+ 13.89% |
$36.7K - $43.8K
|
2.98K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
362+ 0.46% |
$36.5K - $43.5K
|
78.4K
$8.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
361+ 15.25% |
$36.4K - $43.4K
|
2.73K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
359+ 27.89% |
$36.2K - $43.2K
|
1.65K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
359+ 1.31% |
$36.2K - $43.2K
|
27.8K
$3.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
358+ 2.02% |
$36.1K - $43K
|
18.1K
$1.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
358+ 5.67% |
$36.1K - $43K
|
6.67K
$731K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
357+ 3.92% |
$36K - $42.9K
|
9.46K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
357+ 5.59% |
$36K - $42.9K
|
6.74K
$738K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
357+ 6.4% |
$36K - $42.9K
|
5.93K
$650K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
356+ 1.9% |
$35.9K - $42.8K
|
19.1K
$2.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
355+ 6.32% |
$35.8K - $42.7K
|
5.97K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
355+ 5.97% |
$35.8K - $42.7K
|
6.3K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
355+ 3.72% |
$35.8K - $42.7K
|
9.9K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
353+ 0.61% |
$35.6K - $42.4K
|
58.4K
$6.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
350+ 11.89% |
$35.3K - $42.1K
|
3.29K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 3.08% |
$35.2K - $41.9K
|
11.7K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
345+ 6.44% |
$34.8K - $41.5K
|
5.7K
$625K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
344+ 0.67% |
$34.7K - $41.3K
|
51.3K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
342+ 7.98% |
$34.5K - $41.1K
|
4.63K
$507K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
341+ 0.46% |
$34.4K - $41K
|
75.1K
$8.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
341+ 6.75% |
$34.4K - $41K
|
5.4K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
336+ 1.01% |
$33.9K - $40.4K
|
33.7K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
335+ 4.08% |
$33.8K - $40.3K
|
8.55K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
335+ 3.41% |
$33.8K - $40.3K
|
10.2K
$1.11M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
334+ 1.39% |
$33.7K - $40.1K
|
24.4K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
333+ 8.84% |
$33.6K - $40K
|
4.1K
$449K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
331+ 35.59% |
$33.4K - $39.8K
|
1.26K
$138K
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
330+ 1.63% |
$33.3K - $39.7K
|
20.6K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
330+ 10.41% |
$33.3K - $39.7K
|
3.5K
$383K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
330+ 1.78% |
$33.3K - $39.7K
|
18.8K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
330+ 5.78% |
$33.3K - $39.7K
|
6.04K
$661K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
328+ 5.17% |
$33.1K - $39.4K
|
6.67K
$731K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
328+ 6.27% |
$33.1K - $39.4K
|
5.56K
$609K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
327+ 1.18% |
$33K - $39.3K
|
28K
$3.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
325+ 4.73% |
$32.8K - $39.1K
|
7.2K
$789K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
325+ 0.96% |
$32.8K - $39.1K
|
34.3K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
323+ 2.29% |
$32.6K - $38.8K
|
14.4K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
320+ 2.01% |
$32.3K - $38.5K
|
16.3K
$1.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
320+ 7.71% |
$32.3K - $38.5K
|
4.47K
$490K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
312+ 1.28% |
$31.5K - $37.5K
|
24.7K
$2.7M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
311+ 1.24% |
$31.4K - $37.4K
|
25.3K
$2.77M
|