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 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.1K+ 19.76% |
$598K - $707K
|
37K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.07KNew |
$595K - $703K
|
6.07K
$655K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.05KNew |
$593K - $700K
|
6.05K
$652K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.99K+ 6.37% |
$587K - $694K
|
100K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.98K+ 0.86% |
$586K - $692K
|
700K
$75.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5.97KNew |
$585K - $691K
|
5.97K
$643K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.96KNew |
$585K - $691K
|
5.96K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.96KNew |
$584K - $690K
|
5.96K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.94K+ 17.88% |
$583K - $688K
|
39.2K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.93K+ 58.36% |
$582K - $687K
|
16.1K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.9KNew |
$578K - $683K
|
5.9K
$636K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.86K+ 22.66% |
$574K - $679K
|
31.7K
$3.42M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
5.86K+ 5.6% |
$574K - $678K
|
110K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.85K+ 5.87% |
$573K - $677K
|
105K
$11.4M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.84K+ 3.69% |
$573K - $677K
|
164K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.84KNew |
$572K - $676K
|
5.84K
$629K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.83KNew |
$572K - $676K
|
5.83K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5.82KNew |
$571K - $674K
|
5.82K
$628K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.81K+ 111.38% |
$570K - $673K
|
11K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
5.81K+ 6.35% |
$569K - $673K
|
97.3K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.78K+ 50.42% |
$566K - $669K
|
17.2K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5.77K+ 27.97% |
$566K - $669K
|
26.4K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
5.76K+ 41.71% |
$565K - $667K
|
19.6K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
5.72KNew |
$561K - $663K
|
5.72K
$617K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.71K+ 4.68% |
$560K - $662K
|
128K
$13.8M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.7KNew |
$559K - $660K
|
5.7K
$615K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.7K+ 28.03% |
$558K - $660K
|
26K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.66K+ 11.19% |
$555K - $656K
|
56.3K
$6.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.66K+ 4.97% |
$555K - $655K
|
119K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.65KNew |
$554K - $654K
|
5.65K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
5.62K+ 223.06% |
$551K - $651K
|
8.14K
$878K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.61K+ 17.95% |
$550K - $650K
|
36.9K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.59KNew |
$548K - $647K
|
5.59K
$602K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
5.58K+ 57.51% |
$547K - $646K
|
15.3K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.57K+ 42.25% |
$546K - $645K
|
18.7K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.55KNew |
$544K - $643K
|
5.55K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.5KNew |
$539K - $637K
|
5.5K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.47KNew |
$536K - $634K
|
5.47K
$590K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.47KNew |
$536K - $633K
|
5.47K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.44K+ 29.36% |
$533K - $630K
|
24K
$2.58M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.44KNew |
$533K - $630K
|
5.44K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.43K+ 49.77% |
$532K - $628K
|
16.3K
$1.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.41K+ 3.91% |
$531K - $627K
|
144K
$15.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.41K+ 2.86% |
$530K - $626K
|
195K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 12.28% |
$530K - $626K
|
49.4K
$5.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5.4KNew |
$529K - $625K
|
5.4K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.39K+ 152.06% |
$528K - $624K
|
8.93K
$964K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.38K+ 35.08% |
$527K - $623K
|
20.7K
$2.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 13.06% |
$527K - $623K
|
46.5K
$5.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.36K+ 30.51% |
$526K - $621K
|
22.9K
$2.47M
|