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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.36K+ 30.51% |
$526K - $621K
|
22.9K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 7.87% |
$526K - $621K
|
73.5K
$8.26M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.36K+ 30.51% |
$526K - $621K
|
22.9K
$2.58M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.36KNew |
$526K - $621K
|
5.36K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
5.36K+ 12.72% |
$525K - $621K
|
47.5K
$5.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.36K+ 92.39% |
$525K - $620K
|
11.2K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.35K+ 23.42% |
$524K - $620K
|
28.2K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.32K+ 91.81% |
$521K - $616K
|
11.1K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.3K+ 10.42% |
$520K - $614K
|
56.2K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
5.29KNew |
$519K - $613K
|
5.29K
$594K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.28KNew |
$518K - $612K
|
5.28K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.24KNew |
$514K - $607K
|
5.24K
$588K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.23KNew |
$513K - $606K
|
5.23K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.22K+ 13.6% |
$512K - $604K
|
43.6K
$4.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.16K+ 167.53% |
$506K - $598K
|
8.24K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.12K+ 3.96% |
$502K - $593K
|
135K
$15.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.12K+ 66.69% |
$502K - $593K
|
12.8K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.07K+ 46.73% |
$497K - $587K
|
15.9K
$1.79M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.06KNew |
$496K - $586K
|
5.06K
$568K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.05K+ 1.05% |
$495K - $585K
|
487K
$54.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.05K+ 7.07% |
$495K - $585K
|
76.5K
$8.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 9.57% |
$494K - $584K
|
57.7K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5.01K+ 47.44% |
$491K - $580K
|
15.6K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.96KNew |
$487K - $575K
|
4.96K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.96KNew |
$486K - $574K
|
4.96K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.93K+ 23.06% |
$483K - $570K
|
26.3K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
4.9KNew |
$480K - $568K
|
4.9K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.87KNew |
$477K - $564K
|
4.87K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.85K+ 67.77% |
$476K - $562K
|
12K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
4.85K+ 22.42% |
$476K - $562K
|
26.5K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.84KNew |
$474K - $560K
|
4.84K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.82KNew |
$472K - $558K
|
4.82K
$541K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.81K+ 11.02% |
$472K - $557K
|
48.5K
$5.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.81K+ 6.97% |
$472K - $557K
|
73.8K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.8K+ 12.86% |
$471K - $556K
|
42.2K
$4.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.78K+ 2.92% |
$468K - $553K
|
168K
$18.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.77K+ 64.04% |
$468K - $553K
|
12.2K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.74K+ 5.4% |
$465K - $549K
|
92.5K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
4.73KNew |
$464K - $548K
|
4.73K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.71KNew |
$462K - $546K
|
4.71K
$529K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.7K+ 11.85% |
$461K - $545K
|
44.4K
$4.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
4.7K+ 77.67% |
$460K - $544K
|
10.7K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.68KNew |
$459K - $543K
|
4.68K
$526K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.65KNew |
$456K - $538K
|
4.65K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.64KNew |
$455K - $537K
|
4.64K
$521K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.63KNew |
$454K - $537K
|
4.63K
$520K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.63K+ 7.73% |
$454K - $536K
|
64.5K
$7.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.62KNew |
$453K - $535K
|
4.62K
$519K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
4.59K+ 5.5% |
$450K - $531K
|
87.9K
$9.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.58KNew |
$449K - $530K
|
4.58K
$514K
|