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 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
807+ 1.62% |
$79.1K - $93.5K
|
50.7K
$5.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
804+ 3.45% |
$78.8K - $93.1K
|
24.1K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
800+ 4.22% |
$78.4K - $92.7K
|
19.8K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
799New |
$78.3K - $92.5K
|
799
$85.4K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
799New |
$78.3K - $92.5K
|
799
$85.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
798+ 8.86% |
$78.2K - $92.4K
|
9.8K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
798+ 1.02% |
$78.2K - $92.4K
|
79.3K
$8.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
798+ 1.59% |
$78.2K - $92.4K
|
51K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
789+ 5.58% |
$77.4K - $91.4K
|
14.9K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
787+ 5.05% |
$77.2K - $91.2K
|
16.4K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
786+ 4.54% |
$77.1K - $91K
|
18.1K
$1.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
779+ 1.74% |
$76.4K - $90.2K
|
45.5K
$4.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
774+ 2.57% |
$75.9K - $89.7K
|
30.9K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
772+ 0.74% |
$75.7K - $89.4K
|
106K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
764+ 12.15% |
$74.9K - $88.5K
|
7.05K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
753+ 8.6% |
$73.8K - $87.2K
|
9.51K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
753+ 11.06% |
$73.8K - $87.2K
|
7.56K
$808K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
751+ 0.68% |
$73.6K - $87K
|
111K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
745+ 0.93% |
$73K - $86.3K
|
80.7K
$8.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
740+ 13.76% |
$72.6K - $85.7K
|
6.12K
$654K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
738+ 1.91% |
$72.4K - $85.5K
|
39.4K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
737+ 14.18% |
$72.3K - $85.4K
|
5.94K
$635K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
734+ 4.71% |
$72K - $85K
|
16.3K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
732+ 1.05% |
$71.8K - $84.8K
|
70.5K
$7.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
731+ 3.32% |
$71.7K - $84.7K
|
22.7K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
717+ 29.62% |
$70.3K - $83.1K
|
3.14K
$336K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
708+ 124.87% |
$69.4K - $82K
|
1.28K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
698+ 0.37% |
$68.4K - $80.8K
|
187K
$20M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
697+ 10.48% |
$68.3K - $80.7K
|
7.35K
$785K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
694+ 16.65% |
$68K - $80.4K
|
4.86K
$520K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
690+ 14.66% |
$67.7K - $79.9K
|
5.4K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
686+ 1.56% |
$67.3K - $79.5K
|
44.6K
$4.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
686+ 15.81% |
$67.3K - $79.5K
|
5.02K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
686New |
$67.3K - $79.5K
|
686
$73.4K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
684+ 6.37% |
$67.1K - $79.2K
|
11.4K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
675+ 0.91% |
$66.2K - $78.2K
|
74.8K
$8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
671+ 1.62% |
$65.8K - $77.7K
|
42.1K
$4.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
668+ 3.28% |
$65.5K - $77.4K
|
21.1K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
667+ 2.25% |
$65.4K - $77.3K
|
30.3K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
666+ 38.5% |
$65.3K - $77.1K
|
2.4K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
665+ 2.51% |
$65.2K - $77K
|
27.2K
$2.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
664+ 4.51% |
$65.1K - $76.9K
|
15.4K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
662+ 11.07% |
$64.9K - $76.7K
|
6.64K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
662+ 10.36% |
$64.9K - $76.7K
|
7.06K
$754K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
658+ 2.26% |
$64.5K - $76.2K
|
29.7K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
653+ 20.48% |
$64K - $75.6K
|
3.84K
$411K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
651+ 15.27% |
$63.8K - $75.4K
|
4.91K
$525K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
651+ 7.54% |
$63.8K - $75.4K
|
9.29K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
645+ 1.81% |
$63.2K - $74.7K
|
36.2K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
637+ 20.12% |
$62.5K - $73.8K
|
3.8K
$407K
|