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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.79KNew |
$176K - $207K
|
1.79K
$195K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.79K+ 3.43% |
$175K - $207K
|
53.8K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.78KNew |
$175K - $207K
|
1.78K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.78K+ 9.3% |
$174K - $206K
|
20.9K
$2.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.77K+ 14.93% |
$173K - $205K
|
13.6K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.76K+ 18.12% |
$173K - $204K
|
11.5K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.75K+ 41.06% |
$172K - $203K
|
6.02K
$654K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.73K+ 1.46% |
$170K - $201K
|
120K
$13.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.71K+ 11.11% |
$167K - $198K
|
17.1K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
1.71K+ 2.14% |
$167K - $197K
|
81.4K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.7K+ 13.71% |
$167K - $197K
|
14.1K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.7K+ 7.95% |
$166K - $197K
|
23K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.69K+ 3.55% |
$166K - $196K
|
49.3K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.69K+ 3.93% |
$166K - $196K
|
44.7K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.69KNew |
$165K - $195K
|
1.69K
$183K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.67K+ 33.45% |
$164K - $193K
|
6.65K
$724K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.67K+ 1.15% |
$163K - $193K
|
146K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.66K+ 11.84% |
$163K - $192K
|
15.7K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.66K+ 1.93% |
$162K - $192K
|
87.6K
$9.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.6K+ 16.82% |
$157K - $186K
|
11.1K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 27.37% |
$157K - $185K
|
7.45K
$810K
|
|
|
Feb 02, 2024
Q4 2023
|
Fractal Investments LLC
|
BUY
|
- |
1.6K+ 31.37% |
$157K - $185K
|
6.7K
$729K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.6K+ 15.0% |
$156K - $185K
|
12.2K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.59K+ 0.59% |
$156K - $185K
|
274K
$29.8M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.59KNew |
$156K - $185K
|
1.59K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.59K+ 1.56% |
$156K - $185K
|
104K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.59K+ 9.39% |
$156K - $184K
|
18.5K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.57KNew |
$154K - $182K
|
1.57K
$171K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.57K+ 4.29% |
$154K - $182K
|
38.1K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.55K+ 6.45% |
$152K - $180K
|
25.6K
$2.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
1.55K+ 18.78% |
$152K - $180K
|
9.8K
$1.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.55K+ 3.49% |
$152K - $179K
|
45.9K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1.54K+ 20.69% |
$151K - $179K
|
9.01K
$980K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.54KNew |
$151K - $179K
|
1.54K
$168K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.54K+ 16.81% |
$151K - $178K
|
10.7K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.53K+ 5.55% |
$150K - $177K
|
29.1K
$3.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 12.23% |
$150K - $177K
|
14K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 8.56% |
$148K - $175K
|
19.2K
$2.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.5K+ 14.28% |
$147K - $174K
|
12K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 34.88% |
$147K - $174K
|
5.8K
$631K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.49KNew |
$146K - $172K
|
1.49K
$162K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.49K+ 9.79% |
$146K - $172K
|
16.7K
$1.81M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.48K+ 10.86% |
$145K - $171K
|
15.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$144K - $170K
|
1.47K
$160K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 4.84% |
$144K - $170K
|
31.8K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.47K+ 7.27% |
$144K - $170K
|
21.6K
$2.35M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.46KNew |
$143K - $169K
|
1.46K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.45K+ 12.07% |
$143K - $168K
|
13.5K
$1.47M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.45K+ 17.96% |
$142K - $168K
|
9.54K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.44K+ 4.28% |
$141K - $167K
|
35.1K
$3.82M
|