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 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
5.75K+ 22.19% |
$581K - $692K
|
31.7K
$3.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.71K+ 9.8% |
$577K - $687K
|
64K
$6.89M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.71KNew |
$576K - $686K
|
5.71K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.68KNew |
$573K - $683K
|
5.68K
$611K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.64K+ 20.88% |
$569K - $678K
|
32.7K
$3.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.64K+ 10.11% |
$569K - $677K
|
61.4K
$6.6M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
5.63K+ 0.54% |
$568K - $677K
|
1.05M
$113M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.61K+ 5.48% |
$567K - $675K
|
108K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.56K+ 182.23% |
$561K - $668K
|
8.61K
$926K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.44KNew |
$549K - $653K
|
5.44K
$585K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.41K+ 7.79% |
$546K - $650K
|
74.9K
$8.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.4K+ 7.77% |
$545K - $649K
|
74.9K
$8.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.39K+ 9.33% |
$544K - $648K
|
63.2K
$6.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
5.37K+ 34.41% |
$542K - $646K
|
21K
$2.26M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5.34K+ 5.8% |
$539K - $642K
|
97.4K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.34K+ 15.33% |
$539K - $642K
|
40.2K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
5.3K+ 190.5% |
$534K - $637K
|
8.08K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
5.2K+ 532.68% |
$525K - $625K
|
6.18K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
5.18KNew |
$522K - $622K
|
5.18K
$557K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
5.16K+ 8.35% |
$521K - $620K
|
67K
$7.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16K+ 4.02% |
$521K - $620K
|
134K
$14.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
5.13K+ 14.24% |
$517K - $616K
|
41.1K
$4.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.12K+ 75.75% |
$516K - $615K
|
11.9K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.98K+ 24.19% |
$503K - $599K
|
25.6K
$2.75M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.98K+ 24.15% |
$503K - $599K
|
25.6K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.87KNew |
$491K - $585K
|
4.87K
$524K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.87K+ 2.15% |
$491K - $585K
|
231K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.86K+ 9.58% |
$491K - $585K
|
55.6K
$5.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.75K+ 16.34% |
$480K - $571K
|
33.8K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
4.74K+ 8.07% |
$478K - $569K
|
63.4K
$6.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.72K+ 40.09% |
$476K - $567K
|
16.5K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.71K+ 41.95% |
$476K - $567K
|
16K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
4.71K+ 17.27% |
$475K - $566K
|
32K
$3.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.7K+ 9.35% |
$474K - $565K
|
55K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.69K+ 17.87% |
$474K - $564K
|
30.9K
$3.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.66KNew |
$470K - $560K
|
4.66K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.61K+ 0.37% |
$466K - $555K
|
1.24M
$133M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.59K+ 122.03% |
$463K - $552K
|
8.36K
$899K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.58K+ 10.77% |
$462K - $550K
|
47.1K
$5.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.56K+ 59.94% |
$460K - $548K
|
12.2K
$1.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
4.55K+ 4.71% |
$459K - $547K
|
101K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.55K+ 35.28% |
$459K - $547K
|
17.4K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.52KNew |
$456K - $543K
|
4.52K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.49K+ 4.36% |
$453K - $539K
|
107K
$11.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.47KNew |
$452K - $538K
|
4.47K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.44K+ 39.45% |
$448K - $534K
|
15.7K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
4.44K+ 88.75% |
$448K - $534K
|
9.44K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.44K+ 8.55% |
$448K - $533K
|
56.4K
$6.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.43K+ 9.95% |
$447K - $532K
|
48.9K
$5.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.4K+ 11.56% |
$444K - $529K
|
42.4K
$4.57M
|