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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.38K+ 10.97% |
$744K - $886K
|
74.6K
$8M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.33K+ 1.16% |
$740K - $881K
|
637K
$68.4M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.33K+ 44.29% |
$740K - $881K
|
23.9K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.29K+ 56.97% |
$736K - $876K
|
20.1K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.26K+ 0.78% |
$732K - $872K
|
936K
$100M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
7.2K+ 173.69% |
$727K - $866K
|
11.3K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.04K+ 3.51% |
$711K - $847K
|
208K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.04K+ 105.33% |
$710K - $846K
|
13.7K
$1.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 7.0% |
$706K - $841K
|
107K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
6.96K+ 32.73% |
$702K - $836K
|
28.2K
$3.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.86K+ 14.66% |
$692K - $824K
|
53.7K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.78K+ 107.63% |
$685K - $815K
|
13.1K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.76K+ 86.18% |
$682K - $813K
|
14.6K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
6.73KNew |
$680K - $809K
|
6.73K
$723K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.73K+ 12.48% |
$679K - $809K
|
60.6K
$6.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.71K+ 35.3% |
$677K - $806K
|
25.7K
$2.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.69KNew |
$675K - $804K
|
6.69K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.65K+ 1.63% |
$671K - $799K
|
414K
$44.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.56K+ 8.33% |
$662K - $789K
|
85.3K
$9.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.51K+ 3.94% |
$657K - $783K
|
172K
$18.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.51KNew |
$657K - $782K
|
6.51K
$698K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
6.51K+ 13.21% |
$657K - $782K
|
55.7K
$5.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.48K+ 4.92% |
$654K - $779K
|
138K
$14.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
6.43K+ 6.9% |
$649K - $773K
|
99.6K
$10.7M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.3K+ 6.42% |
$636K - $757K
|
105K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
6.28K+ 12.75% |
$634K - $755K
|
55.5K
$5.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.27K+ 7.04% |
$632K - $753K
|
95.3K
$10.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.26KNew |
$632K - $753K
|
6.26K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.25K+ 49.08% |
$630K - $751K
|
19K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6.22K+ 1.27% |
$627K - $747K
|
497K
$53.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.21K+ 24.65% |
$627K - $746K
|
31.4K
$3.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
6.2K+ 0.46% |
$626K - $745K
|
1.34M
$144M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.2K+ 7.16% |
$626K - $745K
|
92.7K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.19K+ 1.8% |
$624K - $744K
|
351K
$37.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.09K+ 15.23% |
$615K - $732K
|
46.1K
$4.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.05K+ 2.96% |
$611K - $728K
|
211K
$22.6M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.04K+ 15.14% |
$609K - $726K
|
45.9K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.01K+ 3.0% |
$607K - $723K
|
206K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6K+ 25.26% |
$606K - $721K
|
29.8K
$3.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.98KNew |
$604K - $719K
|
5.98K
$642K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.96K+ 46.87% |
$602K - $717K
|
18.7K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.94K+ 6.93% |
$599K - $714K
|
91.6K
$9.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
5.9KNew |
$596K - $709K
|
5.9K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.89K+ 6.17% |
$594K - $707K
|
101K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
5.84K+ 50.46% |
$589K - $702K
|
17.4K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.83K+ 0.55% |
$588K - $701K
|
1.06M
$114M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.82K+ 26.16% |
$587K - $700K
|
28.1K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.8K+ 33.32% |
$585K - $697K
|
23.2K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.78K+ 0.55% |
$583K - $695K
|
1.05M
$113M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.76K+ 28.66% |
$581K - $692K
|
25.9K
$2.77M
|