Purchases and Sales Made in Q3 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2024. 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 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
320+ 0.36% |
$35.1K - $38.1K
|
89.1K
$9.66M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
319+ 8.33% |
$35K - $38K
|
4.15K
$450K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
318+ 4.35% |
$34.9K - $37.8K
|
7.64K
$828K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
318+ 6.77% |
$34.9K - $37.8K
|
5.01K
$544K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
317+ 0.09% |
$34.8K - $37.7K
|
369K
$40M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
314+ 0.06% |
$34.5K - $37.4K
|
498K
$54M
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
312+ 7.85% |
$34.2K - $37.1K
|
4.29K
$465K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
306+ 0.87% |
$33.6K - $36.4K
|
35.3K
$3.83M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
305+ 12.73% |
$33.5K - $36.3K
|
2.7K
$293K
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
304+ 5.81% |
$33.4K - $36.2K
|
5.54K
$600K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
304+ 3.36% |
$33.4K - $36.2K
|
9.36K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
304+ 5.42% |
$33.4K - $36.2K
|
5.92K
$641K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
302+ 8.02% |
$33.1K - $35.9K
|
4.07K
$441K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
302+ 7.65% |
$33.1K - $35.9K
|
4.25K
$461K
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
302+ 0.86% |
$33.1K - $35.9K
|
35.3K
$3.83M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
301+ 1.93% |
$33K - $35.8K
|
15.9K
$1.72M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
301+ 3.68% |
$33K - $35.8K
|
8.49K
$920K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
300+ 2.22% |
$32.9K - $35.7K
|
13.8K
$1.5M
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300+ 2.18% |
$32.9K - $35.7K
|
14K
$1.52M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
300+ 0.49% |
$32.9K - $35.7K
|
62.1K
$6.73M
|
|
Nov 13, 2024
Q3 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
300+ 111.11% |
$32.9K - $35.7K
|
570
$61.8K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
300+ 4.72% |
$32.9K - $35.7K
|
6.65K
$721K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
299+ 6.39% |
$32.8K - $35.6K
|
4.98K
$540K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
297+ 3.95% |
$32.6K - $35.3K
|
7.82K
$848K
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
297+ 61.88% |
$32.6K - $35.3K
|
777
$84.3K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
297+ 1.68% |
$32.6K - $35.3K
|
18K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
296+ 2.33% |
$32.5K - $35.2K
|
13K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
293+ 1.74% |
$32.1K - $34.9K
|
17.1K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
292+ 4.16% |
$32K - $34.7K
|
7.31K
$792K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
292+ 3.68% |
$32K - $34.7K
|
8.23K
$893K
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
291+ 4.32% |
$31.9K - $34.6K
|
7.03K
$763K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
291+ 0.64% |
$31.9K - $34.6K
|
45.9K
$4.98M
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
289+ 0.98% |
$31.7K - $34.4K
|
29.8K
$3.24M
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
289+ 4.94% |
$31.7K - $34.4K
|
6.14K
$665K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
289+ 2.73% |
$31.7K - $34.4K
|
10.9K
$1.18M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
287+ 5.85% |
$31.5K - $34.2K
|
5.2K
$563K
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
287+ 3.21% |
$31.5K - $34.2K
|
9.22K
$1M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
285+ 0.66% |
$31.3K - $33.9K
|
43.5K
$4.72M
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
284+ 1.17% |
$31.2K - $33.8K
|
24.5K
$2.66M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
284+ 15.93% |
$31.2K - $33.8K
|
2.07K
$224K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
282+ 13.75% |
$30.9K - $33.6K
|
2.33K
$253K
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
279+ 13.64% |
$30.6K - $33.2K
|
2.33K
$252K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
279+ 1.17% |
$30.6K - $33.2K
|
24.1K
$2.62M
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
275+ 1.42% |
$30.2K - $32.7K
|
19.6K
$2.13M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
272+ 3.47% |
$29.8K - $32.4K
|
8.11K
$879K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
271+ 1.37% |
$29.7K - $32.2K
|
20K
$2.17M
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
270+ 0.94% |
$29.6K - $32.1K
|
28.9K
$3.14M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
270+ 3.38% |
$29.6K - $32.1K
|
8.27K
$896K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
269+ 2.99% |
$29.5K - $32K
|
9.25K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
269+ 0.21% |
$29.5K - $32K
|
127K
$13.7M
|