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 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-560- 0.55% |
$56.5K - $67.3K
|
102K
$11.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-563- 4.0% |
$56.8K - $67.7K
|
13.5K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-564- 7.03% |
$56.9K - $67.8K
|
7.46K
$837K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-565- 2.22% |
$57K - $67.9K
|
24.8K
$2.79M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-565- 5.52% |
$57K - $67.9K
|
9.66K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-570- 1.91% |
$57.5K - $68.5K
|
29.3K
$3.3M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-570- 2.78% |
$57.5K - $68.5K
|
19.9K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-572- 6.53% |
$57.7K - $68.8K
|
8.18K
$919K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-573- 12.53% |
$57.8K - $68.9K
|
4K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-575- 0.33% |
$58K - $69.1K
|
173K
$19.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-575- 4.37% |
$58K - $69.1K
|
12.6K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-575- 0.48% |
$58K - $69.1K
|
119K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-583- 16.61% |
$58.8K - $70.1K
|
2.93K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-585- 0.18% |
$59K - $70.3K
|
323K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-588- 2.29% |
$59.3K - $70.7K
|
25.1K
$2.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-596- 1.59% |
$60.1K - $71.6K
|
37K
$4.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-598- 1.79% |
$60.4K - $71.9K
|
32.8K
$3.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-602- 8.94% |
$60.8K - $72.4K
|
6.13K
$689K
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-605- 0.33% |
$61.1K - $72.7K
|
185K
$20.7M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-608- 1.54% |
$61.4K - $73.1K
|
38.9K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-609- 3.1% |
$61.5K - $73.2K
|
19K
$2.14M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-610- 23.4% |
$61.6K - $73.3K
|
2K
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-613- 0.86% |
$61.9K - $73.7K
|
70.8K
$7.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-615- 5.25% |
$62.1K - $73.9K
|
11.1K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-615- 18.1% |
$62.1K - $73.9K
|
2.78K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-617- 22.14% |
$62.3K - $74.2K
|
2.17K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-617- 1.07% |
$62.3K - $74.2K
|
57.1K
$6.41M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-618- 2.07% |
$62.4K - $74.3K
|
29.2K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-620- 2.17% |
$62.6K - $74.5K
|
27.9K
$3.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-623- 6.36% |
$62.9K - $74.9K
|
9.17K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-624- 1.49% |
$63K - $75K
|
41.2K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-625- 1.69% |
$63.1K - $75.1K
|
36.4K
$4.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-626- 19.09% |
$63.2K - $75.2K
|
2.65K
$298K
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-631- 14.62% |
$63.7K - $75.8K
|
3.68K
$414K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-634- 1.3% |
$64K - $76.2K
|
48.1K
$5.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-643- 21.98% |
$64.9K - $77.3K
|
2.28K
$256K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-646- 1.31% |
$65.2K - $77.6K
|
48.6K
$5.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-647- 6.01% |
$65.3K - $77.8K
|
10.1K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-649- 5.36% |
$65.5K - $78K
|
11.5K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-650- 8.57% |
$65.6K - $78.1K
|
6.94K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-650- 1.89% |
$65.6K - $78.1K
|
33.7K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-650- 10.95% |
$65.6K - $78.1K
|
5.29K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-652- 7.22% |
$65.8K - $78.4K
|
8.38K
$941K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-656- 22.99% |
$66.2K - $78.9K
|
2.2K
$247K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-658- 3.58% |
$66.4K - $79.1K
|
17.7K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-658- 3.69% |
$66.4K - $79.1K
|
17.2K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-659- 1.21% |
$66.5K - $79.2K
|
53.6K
$6.02M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-659- 1.21% |
$66.5K - $79.2K
|
53.6K
$6.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-670- 4.37% |
$67.6K - $80.5K
|
14.6K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-670- 9.62% |
$67.6K - $80.5K
|
6.3K
$707K
|