Purchases and Sales Made in Q4 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.8K+ 10.9% |
$1.06M - $1.25M
|
110K
$11.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10.8KNew |
$1.06M - $1.25M
|
10.8K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
10.8KNew |
$1.05M - $1.25M
|
10.8K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.7K+ 1.02% |
$1.05M - $1.24M
|
1.06M
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 2.24% |
$1.05M - $1.24M
|
490K
$52.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.7K+ 7.44% |
$1.05M - $1.24M
|
155K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.7K+ 9.31% |
$1.05M - $1.24M
|
125K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
10.7KNew |
$1.05M - $1.23M
|
10.7K
$1.15M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10.6KNew |
$1.04M - $1.23M
|
10.6K
$1.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
10.6K+ 7.51% |
$1.04M - $1.22M
|
151K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 11.07% |
$1.03M - $1.22M
|
106K
$11.4M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
10.5KNew |
$1.03M - $1.22M
|
10.5K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
10.5K+ 0.57% |
$1.02M - $1.21M
|
1.84M
$198M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.4KNew |
$1.02M - $1.21M
|
10.4K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 17.5% |
$1.01M - $1.2M
|
69.4K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
10.3K+ 30.26% |
$1.01M - $1.2M
|
44.5K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10.3KNew |
$1.01M - $1.2M
|
10.3K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.3K+ 21.6% |
$1.01M - $1.19M
|
57.9K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.2K+ 5.17% |
$1M - $1.19M
|
208K
$22.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$999K - $1.18M
|
10.2K
$1.1M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10.2KNew |
$996K - $1.18M
|
10.2K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
10.2KNew |
$996K - $1.18M
|
10.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.1KNew |
$987K - $1.17M
|
10.1K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10K+ 12.65% |
$985K - $1.16M
|
89.4K
$9.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 7.14% |
$981K - $1.16M
|
150K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
10KNew |
$981K - $1.16M
|
10K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
9.89KNew |
$970K - $1.15M
|
9.89K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
9.8K+ 16.09% |
$961K - $1.14M
|
70.7K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
9.8K+ 48.51% |
$961K - $1.14M
|
30K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.78K+ 6.65% |
$959K - $1.13M
|
157K
$16.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.75K+ 20.59% |
$956K - $1.13M
|
57.1K
$6.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.75K+ 2.1% |
$956K - $1.13M
|
473K
$51M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
9.71K+ 3.85% |
$952K - $1.13M
|
262K
$28.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
9.66K+ 32.95% |
$947K - $1.12M
|
39K
$4.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.6K+ 60.98% |
$941K - $1.11M
|
25.3K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.58K+ 16.99% |
$939K - $1.11M
|
65.9K
$7.11M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.54KNew |
$935K - $1.1M
|
9.54K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
9.53K+ 1.47% |
$934K - $1.1M
|
659K
$71M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.45KNew |
$927K - $1.09M
|
9.45K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
9.45KNew |
$926K - $1.09M
|
9.45K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
9.32K+ 20.89% |
$913K - $1.08M
|
53.9K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.31K+ 15.04% |
$913K - $1.08M
|
71.2K
$7.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.3K+ 0.58% |
$912K - $1.08M
|
1.62M
$174M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.3K+ 5.23% |
$911K - $1.08M
|
187K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
9.27K+ 1.65% |
$909K - $1.07M
|
572K
$61.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.19K+ 0.76% |
$901K - $1.06M
|
1.22M
$132M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
9.18KNew |
$900K - $1.06M
|
9.18K
$990K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.16K+ 14.43% |
$898K - $1.06M
|
72.6K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9.15KNew |
$897K - $1.06M
|
9.15K
$987K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
9.1K+ 38.11% |
$892K - $1.05M
|
33K
$3.56M
|