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
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
51+ 2.57% |
$5.6K - $6.07K
|
2.04K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
51+ 0.96% |
$5.6K - $6.07K
|
5.37K
$574K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
50+ 1.71% |
$5.49K - $5.95K
|
2.98K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
50+ 0.29% |
$5.49K - $5.95K
|
17.4K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
50+ 0.78% |
$5.49K - $5.95K
|
6.47K
$691K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50+ 15.53% |
$5.49K - $5.95K
|
372
$39.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
50+ 2.52% |
$5.49K - $5.95K
|
2.04K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 1.29% |
$5.49K - $5.95K
|
3.93K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
49+ 0.26% |
$5.38K - $5.83K
|
18.6K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
49+ 0.33% |
$5.38K - $5.83K
|
15.1K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49+ 0.32% |
$5.38K - $5.83K
|
15.2K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
48+ 0.19% |
$5.27K - $5.71K
|
25.1K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 0.56% |
$5.27K - $5.71K
|
8.67K
$926K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
48+ 1.77% |
$5.27K - $5.71K
|
2.76K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
48+ 1.31% |
$5.27K - $5.71K
|
3.71K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
47+ 247.37% |
$5.16K - $5.59K
|
66
$7.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47+ 0.62% |
$5.16K - $5.59K
|
7.63K
$815K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46+ 0.22% |
$5.05K - $5.47K
|
20.6K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
46+ 0.48% |
$5.05K - $5.47K
|
9.54K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
46+ 0.09% |
$5.05K - $5.47K
|
53.2K
$5.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
46+ 1.31% |
$5.05K - $5.47K
|
3.55K
$379K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.61% |
$4.94K - $5.36K
|
7.43K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
45+ 0.78% |
$4.94K - $5.36K
|
5.8K
$620K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
44+ 0.17% |
$4.83K - $5.24K
|
25.3K
$2.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
44+ 0.68% |
$4.83K - $5.24K
|
6.48K
$692K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
44+ 0.79% |
$4.83K - $5.24K
|
5.63K
$602K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
44+ 1.0% |
$4.83K - $5.24K
|
4.44K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
44+ 1.17% |
$4.83K - $5.24K
|
3.8K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
43+ 1.93% |
$4.72K - $5.12K
|
2.27K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
42+ 1.42% |
$4.61K - $5K
|
3K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
42+ 0.26% |
$4.61K - $5K
|
16.3K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 3.26% |
$4.61K - $5K
|
1.33K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
42+ 0.65% |
$4.61K - $5K
|
6.53K
$697K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
41+ 0.52% |
$4.5K - $4.88K
|
7.96K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41+ 0.44% |
$4.5K - $4.88K
|
9.28K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
41+ 0.32% |
$4.5K - $4.88K
|
12.8K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40+ 0.44% |
$4.39K - $4.76K
|
9.23K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
40+ 0.3% |
$4.39K - $4.76K
|
13.3K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 0.9% |
$4.39K - $4.76K
|
4.48K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
40+ 0.99% |
$4.39K - $4.76K
|
4.07K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
40+ 0.58% |
$4.39K - $4.76K
|
6.88K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
40+ 0.72% |
$4.39K - $4.76K
|
5.57K
$595K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 2.15% |
$4.28K - $4.64K
|
1.85K
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
39+ 1.73% |
$4.28K - $4.64K
|
2.29K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
39+ 0.48% |
$4.28K - $4.64K
|
8.12K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 5.76% |
$4.17K - $4.52K
|
698
$74.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
37+ 0.86% |
$4.06K - $4.4K
|
4.34K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
36+ 0.83% |
$3.95K - $4.28K
|
4.36K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
35+ 0.33% |
$3.84K - $4.17K
|
10.6K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 0.11% |
$3.84K - $4.17K
|
30.9K
$3.3M
|