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 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.15K+ 6.07% |
$211K - $249K
|
37.6K
$4.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
2.15K+ 15.34% |
$211K - $249K
|
16.2K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.15K+ 25.11% |
$211K - $249K
|
10.7K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.15KNew |
$211K - $249K
|
2.15K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.14K+ 22.62% |
$210K - $248K
|
11.6K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.14K+ 50.65% |
$209K - $247K
|
6.35K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.13K+ 35.04% |
$209K - $247K
|
8.21K
$893K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.11K+ 3.23% |
$207K - $245K
|
67.6K
$7.35M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1KNew |
$206K - $244K
|
2.1K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$206K - $243K
|
2.1K
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.09K+ 1.21% |
$205K - $243K
|
175K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.09K+ 22.37% |
$205K - $242K
|
11.4K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
2.09K+ 10.1% |
$205K - $242K
|
22.8K
$2.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.09K+ 1.63% |
$204K - $242K
|
130K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
2.05K+ 5.81% |
$201K - $237K
|
37.3K
$4.06M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
2.05K+ 7.33% |
$201K - $237K
|
30K
$3.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.04KNew |
$200K - $236K
|
2.04K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.04KNew |
$200K - $236K
|
2.04K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.04K+ 24.42% |
$200K - $236K
|
10.4K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.04K+ 16.51% |
$200K - $236K
|
14.4K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.04K+ 48.14% |
$200K - $236K
|
6.27K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.03K+ 3.75% |
$199K - $236K
|
56.3K
$6.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.03K+ 25.61% |
$199K - $235K
|
9.94K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$196K - $232K
|
2K
$218K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.98K+ 0.28% |
$194K - $229K
|
702K
$76.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.98KNew |
$194K - $229K
|
1.98K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.97K+ 1.15% |
$193K - $228K
|
174K
$18.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.96K+ 21.38% |
$192K - $227K
|
11.1K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.96K+ 37.44% |
$192K - $227K
|
7.18K
$781K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.95K+ 253.25% |
$191K - $226K
|
2.72K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.94K+ 15.07% |
$190K - $225K
|
14.8K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.92K+ 19.48% |
$188K - $223K
|
11.8K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.92K+ 60.14% |
$188K - $222K
|
5.11K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.91K+ 22.33% |
$188K - $222K
|
10.5K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.9K+ 10.13% |
$187K - $220K
|
20.7K
$2.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.9K+ 5.27% |
$186K - $220K
|
38K
$4.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.9K+ 2.69% |
$186K - $220K
|
72.7K
$7.91M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.9K+ 5.27% |
$186K - $220K
|
38K
$4.13M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.9K+ 26.1% |
$186K - $220K
|
9.18K
$998K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.9KNew |
$186K - $220K
|
1.9K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.88K+ 45.99% |
$185K - $218K
|
5.97K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.88KNew |
$184K - $218K
|
1.88K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.88K+ 37.27% |
$184K - $217K
|
6.91K
$751K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1.87K+ 19.65% |
$183K - $216K
|
11.4K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1.86K+ 9.08% |
$183K - $216K
|
22.4K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.86K+ 1.46% |
$182K - $215K
|
129K
$14.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.84K+ 28.81% |
$180K - $213K
|
8.21K
$893K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.83K+ 1.12% |
$179K - $212K
|
165K
$17.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.82K+ 10.47% |
$178K - $210K
|
19.2K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.79K+ 5.02% |
$176K - $208K
|
37.5K
$4.08M
|