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
|
Ruffer LLP
|
BUY
|
- |
2.47K+ 0.75% |
$242K - $286K
|
332K
$36.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.46KNew |
$241K - $285K
|
2.46K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.44KNew |
$239K - $282K
|
2.44K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.43KNew |
$239K - $282K
|
2.43K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.42K+ 72.14% |
$237K - $280K
|
5.78K
$628K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.4K+ 15.24% |
$235K - $278K
|
18.1K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.4K+ 3.87% |
$235K - $278K
|
64.3K
$6.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.4K+ 33.38% |
$235K - $278K
|
9.57K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.39K+ 10.43% |
$235K - $277K
|
25.3K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
2.38K+ 4.21% |
$233K - $276K
|
58.9K
$6.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.37KNew |
$232K - $275K
|
2.37K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.36KNew |
$231K - $273K
|
2.36K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.35K+ 1.55% |
$230K - $272K
|
154K
$16.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$229K - $271K
|
2.34K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.34K+ 1.8% |
$229K - $270K
|
132K
$14.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.33K+ 44.67% |
$229K - $270K
|
7.55K
$821K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.33K+ 8.39% |
$229K - $270K
|
30.1K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.33KNew |
$228K - $270K
|
2.33K
$253K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.32KNew |
$227K - $268K
|
2.32K
$252K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.31K+ 7.48% |
$227K - $268K
|
33.3K
$3.62M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.29K+ 93.33% |
$225K - $266K
|
4.75K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.29K+ 30.17% |
$225K - $266K
|
9.89K
$1.08M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.28K+ 6.62% |
$224K - $264K
|
36.7K
$4M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.27K+ 43.95% |
$222K - $263K
|
7.43K
$808K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.27K+ 1.27% |
$222K - $263K
|
180K
$19.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.27K+ 67.73% |
$222K - $262K
|
5.61K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.27KNew |
$222K - $262K
|
2.27K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
2.26KNew |
$221K - $262K
|
2.26K
$246K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.25K+ 7.77% |
$221K - $261K
|
31.2K
$3.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$220K - $260K
|
2.25K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.24K+ 2.75% |
$220K - $260K
|
83.7K
$9.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.24K+ 6.57% |
$220K - $260K
|
36.4K
$3.95M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.24KNew |
$220K - $260K
|
2.24K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.22KNew |
$218K - $257K
|
2.22K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.22K+ 62.74% |
$218K - $257K
|
5.76K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.22KNew |
$217K - $257K
|
2.22K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.21K+ 10.77% |
$217K - $256K
|
22.8K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.21K+ 50.14% |
$217K - $256K
|
6.62K
$720K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$216K - $255K
|
2.2K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.2KNew |
$216K - $255K
|
2.2K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.19K+ 4.09% |
$215K - $254K
|
55.8K
$6.07M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.19K+ 4.09% |
$215K - $254K
|
55.8K
$6.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.19K+ 38.9% |
$215K - $253K
|
7.81K
$850K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.17KNew |
$212K - $251K
|
2.17K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.17K+ 102.12% |
$212K - $251K
|
4.29K
$466K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.16KNew |
$212K - $250K
|
2.16K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.16KNew |
$212K - $250K
|
2.16K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.16K+ 2.81% |
$211K - $250K
|
79K
$8.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.16K+ 86.21% |
$211K - $250K
|
4.66K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.16K+ 29.55% |
$211K - $250K
|
9.45K
$1.03M
|