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 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.4K+ 6.17% |
$333K - $393K
|
58.5K
$6.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.39K+ 6.5% |
$333K - $393K
|
55.6K
$6M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.39K+ 9.36% |
$333K - $393K
|
39.7K
$4.28M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
3.39K+ 19.18% |
$332K - $392K
|
21K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
3.38K+ 99.32% |
$331K - $391K
|
6.78K
$731K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.36K+ 17.86% |
$329K - $389K
|
22.2K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.36K+ 12.67% |
$329K - $389K
|
29.9K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.33K+ 3.71% |
$326K - $385K
|
92.9K
$10M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.31KNew |
$324K - $383K
|
3.31K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.28K+ 10.56% |
$322K - $380K
|
34.4K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.26K+ 2.53% |
$320K - $377K
|
132K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.26KNew |
$319K - $377K
|
3.26K
$351K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.24K+ 0.52% |
$318K - $375K
|
626K
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$317K - $374K
|
3.23K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.22K+ 2.65% |
$316K - $373K
|
125K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.22K+ 2.41% |
$315K - $373K
|
137K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.21K+ 29.34% |
$315K - $372K
|
14.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.2K+ 1.0% |
$314K - $371K
|
324K
$35M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.19K+ 39.42% |
$313K - $369K
|
11.3K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.18K+ 22.25% |
$312K - $369K
|
17.5K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.17K+ 2.94% |
$311K - $368K
|
111K
$12M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.16K+ 70.36% |
$310K - $366K
|
7.65K
$825K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.14K+ 2.33% |
$308K - $364K
|
138K
$14.9M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.14K+ 5.17% |
$308K - $364K
|
63.9K
$6.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.13KNew |
$307K - $362K
|
3.13K
$337K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.12KNew |
$306K - $362K
|
3.12K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$306K - $361K
|
3.12K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.11K+ 3.91% |
$305K - $360K
|
82.5K
$8.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.11K+ 5.38% |
$305K - $360K
|
60.8K
$6.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.1K+ 2.96% |
$304K - $359K
|
108K
$11.6M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
3.09KNew |
$303K - $358K
|
3.09K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.07K+ 2.2% |
$301K - $356K
|
143K
$15.4M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.07K+ 6.25% |
$301K - $356K
|
52.2K
$5.63M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
3.07K+ 21.51% |
$301K - $355K
|
17.3K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.05K+ 28.37% |
$299K - $353K
|
13.8K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.05K+ 17.14% |
$299K - $353K
|
20.8K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
3.04K+ 0.7% |
$298K - $352K
|
440K
$47.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.04KNew |
$298K - $352K
|
3.04K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.01K+ 1.21% |
$296K - $349K
|
253K
$27.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.01K+ 11.37% |
$295K - $348K
|
29.5K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.99K+ 10.62% |
$293K - $346K
|
31.1K
$3.36M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.99KNew |
$293K - $346K
|
2.99K
$323K
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.99KNew |
$293K - $346K
|
2.99K
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
2.97K+ 29.32% |
$291K - $344K
|
13.1K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.97K+ 70.98% |
$291K - $344K
|
7.15K
$772K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.96K+ 46.84% |
$290K - $343K
|
9.27K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.94K+ 15.08% |
$288K - $340K
|
22.4K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.91K+ 2.21% |
$286K - $337K
|
134K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.9K+ 7.76% |
$284K - $336K
|
40.3K
$4.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.89KNew |
$284K - $335K
|
2.89K
$312K
|