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 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.89KNew |
$284K - $335K
|
2.89K
$317K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.88KNew |
$282K - $334K
|
2.88K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.87K+ 40.15% |
$281K - $332K
|
10K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
2.86K+ 5.41% |
$281K - $332K
|
55.8K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.85KNew |
$279K - $330K
|
2.85K
$312K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.84K+ 31.89% |
$278K - $328K
|
11.7K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.83K+ 5.9% |
$278K - $328K
|
50.8K
$5.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.83K+ 29.36% |
$278K - $328K
|
12.5K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.83KNew |
$277K - $328K
|
2.83K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.82KNew |
$277K - $327K
|
2.82K
$309K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.8KNew |
$275K - $325K
|
2.8K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.8KNew |
$275K - $324K
|
2.8K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.79KNew |
$274K - $324K
|
2.79K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.78KNew |
$273K - $322K
|
2.78K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.78KNew |
$272K - $321K
|
2.78K
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.78KNew |
$272K - $321K
|
2.78K
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.77K+ 1.27% |
$272K - $321K
|
221K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.77KNew |
$271K - $320K
|
2.77K
$303K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.76KNew |
$271K - $320K
|
2.76K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.73K+ 22.42% |
$268K - $316K
|
14.9K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
2.72KNew |
$267K - $316K
|
2.72K
$298K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
2.71K+ 1.07% |
$266K - $314K
|
256K
$28.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.69K+ 5.51% |
$264K - $312K
|
51.6K
$5.65M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.69KNew |
$264K - $312K
|
2.69K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.69K+ 0.9% |
$264K - $312K
|
300K
$32.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.69K+ 0.84% |
$263K - $311K
|
322K
$35.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.68K+ 34.8% |
$263K - $310K
|
10.4K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.68K+ 6.88% |
$262K - $310K
|
41.6K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.68KNew |
$262K - $310K
|
2.68K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
2.67K+ 4.03% |
$262K - $310K
|
69.1K
$7.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.67K+ 8.18% |
$262K - $309K
|
35.3K
$3.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2.67KNew |
$261K - $309K
|
2.67K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
2.64K+ 43.81% |
$259K - $306K
|
8.67K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.64KNew |
$259K - $306K
|
2.64K
$289K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.62K+ 74.93% |
$257K - $304K
|
6.13K
$671K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.62K+ 17.9% |
$257K - $304K
|
17.3K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.6K+ 16.96% |
$255K - $301K
|
17.9K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.6K+ 3.91% |
$254K - $301K
|
69K
$7.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.58K+ 11.19% |
$253K - $298K
|
25.6K
$2.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
2.57K+ 9.97% |
$252K - $298K
|
28.4K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.57K+ 8.11% |
$252K - $297K
|
34.2K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.55KNew |
$250K - $295K
|
2.55K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.55K+ 7.84% |
$250K - $295K
|
35.1K
$3.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.55K+ 5.1% |
$250K - $295K
|
52.5K
$5.75M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.55K+ 9.5% |
$250K - $295K
|
29.3K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
2.53K+ 62.35% |
$248K - $293K
|
6.58K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.51KNew |
$246K - $291K
|
2.51K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 61.74% |
$245K - $290K
|
6.55K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.5KNew |
$245K - $290K
|
2.5K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.49KNew |
$244K - $288K
|
2.49K
$273K
|