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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
9.1K+ 38.11% |
$892K - $1.05M
|
33K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
9.03K+ 63.68% |
$885K - $1.05M
|
23.2K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9KNew |
$882K - $1.04M
|
9K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.92K+ 6.63% |
$875K - $1.03M
|
144K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.91K+ 7.68% |
$874K - $1.03M
|
125K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.91K+ 16.98% |
$873K - $1.03M
|
61.4K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.88K+ 194.42% |
$871K - $1.03M
|
13.4K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.83KNew |
$866K - $1.02M
|
8.83K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.83KNew |
$865K - $1.02M
|
8.83K
$991K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8.75K+ 5.84% |
$858K - $1.01M
|
158K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73K+ 109.51% |
$856K - $1.01M
|
16.7K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
8.72K+ 27.15% |
$855K - $1.01M
|
40.8K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.7K+ 8.6% |
$853K - $1.01M
|
110K
$12.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
8.67KNew |
$850K - $1M
|
8.67K
$974K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
8.67K+ 30.47% |
$850K - $1M
|
37.1K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.62K+ 7.81% |
$845K - $999K
|
119K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
8.61K+ 4.31% |
$844K - $997K
|
208K
$23.4M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8.57K+ 59.69% |
$840K - $993K
|
22.9K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
8.5K+ 10.0% |
$833K - $984K
|
93.4K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.5K+ 8.92% |
$833K - $984K
|
104K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
8.45K+ 10.21% |
$828K - $978K
|
91.2K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
8.41K+ 230.33% |
$824K - $974K
|
12.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8.31KNew |
$814K - $962K
|
8.31K
$933K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.3K+ 34.6% |
$814K - $961K
|
32.3K
$3.63M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.3K+ 34.6% |
$814K - $961K
|
32.3K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.28K+ 3.59% |
$812K - $959K
|
239K
$26.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.27K+ 323.63% |
$811K - $958K
|
10.8K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.25K+ 3.97% |
$809K - $956K
|
216K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.18KNew |
$802K - $948K
|
8.18K
$919K
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
8.17K+ 246.96% |
$801K - $946K
|
11.5K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
8.15K+ 215.01% |
$799K - $944K
|
11.9K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.15K+ 4.94% |
$799K - $944K
|
173K
$19.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
8.15K+ 34.63% |
$799K - $944K
|
31.7K
$3.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.14K+ 55.74% |
$798K - $943K
|
22.7K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.02K+ 4.03% |
$786K - $929K
|
207K
$23.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.01K+ 2.01% |
$785K - $928K
|
406K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8.01KNew |
$785K - $928K
|
8.01K
$900K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
8K+ 53.23% |
$784K - $927K
|
23K
$2.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.91K+ 73.01% |
$776K - $916K
|
18.7K
$2.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
7.79K+ 55.41% |
$764K - $902K
|
21.8K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7.77KNew |
$762K - $900K
|
7.77K
$873K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
7.75K+ 2.48% |
$760K - $898K
|
320K
$36M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
7.74KNew |
$759K - $897K
|
7.74K
$869K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.64KNew |
$749K - $884K
|
7.64K
$858K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
7.58K+ 17.85% |
$743K - $878K
|
50.1K
$5.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.57K+ 3.3% |
$743K - $877K
|
237K
$26.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.55K+ 30.79% |
$740K - $875K
|
32.1K
$3.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
7.55KNew |
$740K - $874K
|
7.55K
$848K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7.53KNew |
$739K - $873K
|
7.53K
$846K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
7.5K+ 1.51% |
$736K - $869K
|
505K
$56.7M
|