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
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
4.55KNew |
$446K - $527K
|
4.55K
$511K
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
4.54K+ 64.86% |
$445K - $526K
|
11.5K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.53K+ 8.15% |
$445K - $525K
|
60.1K
$6.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.52K+ 10.83% |
$443K - $524K
|
46.3K
$5.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.51K+ 17.92% |
$442K - $522K
|
29.6K
$3.33M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.5K+ 11.87% |
$441K - $521K
|
42.4K
$4.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.5KNew |
$441K - $521K
|
4.5K
$505K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
4.5K+ 8.53% |
$441K - $521K
|
57.2K
$6.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 2.38% |
$440K - $520K
|
193K
$21.7M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.48K+ 19.73% |
$439K - $519K
|
27.2K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.47K+ 57.93% |
$439K - $518K
|
12.2K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.47KNew |
$439K - $518K
|
4.47K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
4.45K+ 26.99% |
$437K - $516K
|
20.9K
$2.35M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
4.43KNew |
$434K - $513K
|
4.43K
$498K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.42KNew |
$433K - $512K
|
4.42K
$496K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.4K+ 2.82% |
$432K - $510K
|
160K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.39KNew |
$431K - $509K
|
4.39K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.38KNew |
$430K - $508K
|
4.38K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 1.14% |
$430K - $508K
|
390K
$43.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.31K+ 3191.85% |
$422K - $499K
|
4.44K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
4.23K+ 4.94% |
$415K - $490K
|
89.8K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
4.23K+ 14.1% |
$415K - $490K
|
34.2K
$3.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
4.22KNew |
$414K - $489K
|
4.22K
$474K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.22K+ 24.32% |
$413K - $488K
|
21.5K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.2KNew |
$412K - $487K
|
4.2K
$472K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.19K+ 2.94% |
$411K - $485K
|
147K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.18K+ 2.56% |
$410K - $485K
|
168K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.18KNew |
$410K - $484K
|
4.18K
$469K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.17K+ 12.54% |
$409K - $483K
|
37.5K
$4.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.17KNew |
$408K - $483K
|
4.17K
$468K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.16K+ 11.62% |
$408K - $482K
|
40K
$4.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.15K+ 23.6% |
$407K - $481K
|
21.7K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.15KNew |
$406K - $480K
|
4.15K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
4.14KNew |
$405K - $479K
|
4.14K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.13K+ 6.0% |
$405K - $478K
|
72.9K
$8.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.11KNew |
$403K - $477K
|
4.11K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
4.11KNew |
$403K - $476K
|
4.11K
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
4.08K+ 54.32% |
$400K - $472K
|
11.6K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.07K+ 90.02% |
$399K - $471K
|
8.58K
$964K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 46.93% |
$397K - $469K
|
12.7K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
4.03K+ 36.49% |
$395K - $466K
|
15.1K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.03K+ 4.85% |
$395K - $466K
|
87K
$9.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
4.01K+ 8.1% |
$393K - $465K
|
53.5K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.99K+ 7.5% |
$392K - $463K
|
57.2K
$6.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.96KNew |
$388K - $458K
|
3.96K
$444K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.95K+ 51.83% |
$387K - $458K
|
11.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.91KNew |
$383K - $452K
|
3.91K
$439K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.9KNew |
$383K - $452K
|
3.9K
$438K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.9K+ 77.27% |
$383K - $452K
|
8.95K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.9K+ 14.46% |
$382K - $451K
|
30.8K
$3.46M
|