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 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-674- 10.43% |
$68K - $81K
|
5.79K
$650K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-678- 7.73% |
$68.4K - $81.5K
|
8.09K
$909K
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-686- 15.34% |
$69.2K - $82.5K
|
3.79K
$425K
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-690- 18.41% |
$69.6K - $82.9K
|
3.06K
$343K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-692- 4.16% |
$69.8K - $83.2K
|
15.9K
$1.79M
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-693- 3.8% |
$69.9K - $83.3K
|
17.5K
$1.97M
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-699- 4.11% |
$70.5K - $84K
|
16.3K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-699Closed |
$70.5K - $84K
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-700- 3.56% |
$70.6K - $84.1K
|
19K
$2.13M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-701- 3.88% |
$70.7K - $84.3K
|
17.4K
$1.95M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-704- 1.4% |
$71K - $84.6K
|
49.5K
$5.56M
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-708- 36.55% |
$71.5K - $85.1K
|
1.23K
$138K
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-715- 3.83% |
$72.2K - $85.9K
|
18K
$2.02M
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-721- 12.1% |
$72.8K - $86.7K
|
5.24K
$588K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-730- 0.91% |
$73.7K - $87.7K
|
79.4K
$8.92M
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-733- 11.99% |
$74K - $88.1K
|
5.38K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-735- 3.49% |
$74.2K - $88.3K
|
20.3K
$2.28M
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-739- 0.39% |
$74.6K - $88.8K
|
186K
$20.9M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-743- 16.09% |
$75K - $89.3K
|
3.88K
$435K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-744- 55.03% |
$75.1K - $89.4K
|
608
$68.3K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-746- 0.7% |
$75.3K - $89.7K
|
105K
$11.8M
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-750- 3.74% |
$75.7K - $90.2K
|
19.3K
$2.17M
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-750- 0.71% |
$75.7K - $90.2K
|
105K
$11.8M
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-750- 4.47% |
$75.7K - $90.2K
|
16K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-750- 27.78% |
$75.7K - $90.2K
|
1.95K
$219K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-752- 4.33% |
$75.9K - $90.4K
|
16.6K
$1.87M
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-760- 0.81% |
$76.7K - $91.4K
|
92.9K
$10.4M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-762- 5.03% |
$76.9K - $91.6K
|
14.4K
$1.61M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-766- 3.74% |
$77.3K - $92.1K
|
19.7K
$2.21M
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-769- 3.63% |
$77.6K - $92.4K
|
20.4K
$2.29M
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-775- 3.3% |
$78.2K - $93.2K
|
22.7K
$2.55M
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-780- 9.0% |
$78.7K - $93.8K
|
7.89K
$886K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-786- 8.64% |
$79.3K - $94.5K
|
8.31K
$933K
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-789- 4.52% |
$79.6K - $94.8K
|
16.6K
$1.87M
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-792- 3.26% |
$79.9K - $95.2K
|
23.5K
$2.64M
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-793- 19.69% |
$80K - $95.3K
|
3.24K
$363K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-795- 1.73% |
$80.2K - $95.6K
|
45.1K
$5.06M
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-795- 1.53% |
$80.2K - $95.6K
|
51.2K
$5.75M
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-798- 12.83% |
$80.5K - $95.9K
|
5.42K
$609K
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-800- 1.83% |
$80.7K - $96.2K
|
43K
$4.83M
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-813- 9.84% |
$82K - $97.7K
|
7.45K
$836K
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-817- 12.84% |
$82.5K - $98.2K
|
5.55K
$623K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-818- 6.99% |
$82.6K - $98.3K
|
10.9K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-825- 5.73% |
$83.3K - $99.2K
|
13.6K
$1.52M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-826- 0.39% |
$83.4K - $99.3K
|
213K
$24M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-833- 2.13% |
$84.1K - $100K
|
38.4K
$4.31M
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-840- 17.06% |
$84.8K - $101K
|
4.09K
$459K
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-840- 1.29% |
$84.8K - $101K
|
64.1K
$7.2M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-842- 2.96% |
$85K - $101K
|
27.6K
$3.11M
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-843- 2.04% |
$85.1K - $101K
|
40.4K
$4.54M
|