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 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.86K+ 39.6% |
$378K - $447K
|
13.6K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.86KNew |
$378K - $447K
|
3.86K
$416K
|
|
|
Jan 10, 2024
Q4 2023
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
3.85KNew |
$378K - $446K
|
3.85K
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.85K+ 80.23% |
$377K - $446K
|
8.64K
$932K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.84K+ 8.3% |
$377K - $445K
|
50.2K
$5.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.84K+ 9.27% |
$376K - $445K
|
45.2K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.83K+ 7.78% |
$375K - $443K
|
53.1K
$5.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.81KNew |
$374K - $442K
|
3.81K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.81K+ 2.81% |
$373K - $441K
|
139K
$15M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
3.78KNew |
$371K - $438K
|
3.78K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.77K+ 0.91% |
$370K - $437K
|
418K
$45M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3.77K+ 188.35% |
$369K - $436K
|
5.77K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.76K+ 85.73% |
$368K - $435K
|
8.14K
$877K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.73K+ 2.39% |
$365K - $432K
|
160K
$17.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.72K+ 5.93% |
$365K - $431K
|
66.5K
$7.17M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.72K+ 3.25% |
$365K - $431K
|
118K
$12.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.7KNew |
$363K - $429K
|
3.7K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.7K+ 11.69% |
$363K - $429K
|
35.4K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.69KNew |
$362K - $427K
|
3.69K
$398K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.69KNew |
$361K - $427K
|
3.69K
$397K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.67KNew |
$360K - $425K
|
3.67K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.66K+ 18.92% |
$359K - $424K
|
23K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.65KNew |
$358K - $423K
|
3.65K
$394K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.65K+ 7.74% |
$357K - $422K
|
50.7K
$5.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.65K+ 84.65% |
$357K - $422K
|
7.95K
$858K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.63K+ 1.26% |
$356K - $420K
|
292K
$31.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.62K+ 3.97% |
$355K - $420K
|
94.9K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.61K+ 0.66% |
$354K - $418K
|
550K
$59.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.6K+ 10.63% |
$353K - $417K
|
37.4K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.59KNew |
$352K - $416K
|
3.59K
$387K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
3.59K+ 70.05% |
$352K - $415K
|
8.7K
$939K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.58K+ 127.18% |
$351K - $414K
|
6.39K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.57K+ 59.2% |
$350K - $413K
|
9.59K
$1.03M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.55KNew |
$348K - $411K
|
3.55K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.55K+ 407.7% |
$348K - $411K
|
4.42K
$476K
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.54KNew |
$347K - $409K
|
3.54K
$381K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3.52KNew |
$345K - $408K
|
3.52K
$380K
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
3.52KNew |
$345K - $408K
|
3.52K
$380K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.52K+ 1.85% |
$345K - $408K
|
194K
$20.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.49K+ 142.9% |
$342K - $404K
|
5.93K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.49K+ 2.96% |
$342K - $404K
|
121K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.49K+ 27.44% |
$342K - $404K
|
16.2K
$1.75M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.48KNew |
$342K - $403K
|
3.48K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.47KNew |
$340K - $402K
|
3.47K
$374K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.47K+ 32.75% |
$340K - $401K
|
14K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.45K+ 6.47% |
$338K - $399K
|
56.8K
$6.12M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.43KNew |
$336K - $397K
|
3.43K
$369K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.42KNew |
$335K - $396K
|
3.42K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.4K+ 130.95% |
$334K - $394K
|
6K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 30.36% |
$333K - $394K
|
14.6K
$1.57M
|