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 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
632+ 13.29% |
$62K - $73.2K
|
5.39K
$576K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
628+ 6.51% |
$61.6K - $72.7K
|
10.3K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
627+ 1.03% |
$61.5K - $72.6K
|
61.5K
$6.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
626+ 1.09% |
$61.4K - $72.5K
|
58K
$6.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
623+ 5.35% |
$61.1K - $72.2K
|
12.3K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
621+ 10.49% |
$60.9K - $71.9K
|
6.54K
$699K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
617+ 2.2% |
$60.5K - $71.5K
|
28.6K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
616+ 0.86% |
$60.4K - $71.4K
|
72K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
615+ 14.46% |
$60.3K - $71.2K
|
4.87K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
615+ 0.94% |
$60.3K - $71.2K
|
65.7K
$7.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
605New |
$59.3K - $70.1K
|
605
$64.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
602+ 0.89% |
$59K - $69.7K
|
68.1K
$7.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
600+ 0.88% |
$58.8K - $69.5K
|
68.8K
$7.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
600+ 1.39% |
$58.8K - $69.5K
|
43.8K
$4.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
598+ 2.97% |
$58.6K - $69.3K
|
20.7K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
594+ 2.83% |
$58.2K - $68.8K
|
21.6K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
593+ 0.64% |
$58.1K - $68.7K
|
93.5K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
592+ 7.69% |
$58K - $68.6K
|
8.29K
$886K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
588+ 24.98% |
$57.7K - $68.1K
|
2.94K
$315K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
579+ 4.0% |
$56.8K - $67.1K
|
15.1K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
577+ 17.38% |
$56.6K - $66.8K
|
3.9K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
574+ 1.67% |
$56.3K - $66.5K
|
34.9K
$3.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
568+ 13.58% |
$55.7K - $65.8K
|
4.75K
$508K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
568+ 0.73% |
$55.7K - $65.8K
|
77.9K
$8.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
563+ 0.68% |
$55.2K - $65.2K
|
83.8K
$8.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
563+ 0.63% |
$55.2K - $65.2K
|
89.8K
$9.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
556+ 16.88% |
$54.5K - $64.4K
|
3.85K
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
555+ 1.17% |
$54.4K - $64.3K
|
48.1K
$5.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
555+ 1.35% |
$54.4K - $64.3K
|
41.7K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
553+ 1.29% |
$54.2K - $64.1K
|
43.3K
$4.63M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
553+ 2.77% |
$54.2K - $64.1K
|
20.5K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
547+ 42.11% |
$53.6K - $63.4K
|
1.85K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
545+ 2.19% |
$53.4K - $63.1K
|
25.5K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
544+ 0.33% |
$53.3K - $63K
|
165K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
544+ 0.29% |
$53.3K - $63K
|
190K
$20.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
541+ 2.15% |
$53K - $62.7K
|
25.7K
$2.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
540+ 1.22% |
$52.9K - $62.5K
|
44.8K
$4.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
535+ 11.08% |
$52.5K - $62K
|
5.36K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
535+ 22.56% |
$52.5K - $62K
|
2.91K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
533+ 10.55% |
$52.3K - $61.7K
|
5.58K
$597K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
526+ 10.08% |
$51.6K - $60.9K
|
5.75K
$614K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
526+ 2.17% |
$51.6K - $60.9K
|
24.7K
$2.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
520+ 0.33% |
$51K - $60.2K
|
159K
$17M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
514+ 10.48% |
$50.4K - $59.5K
|
5.42K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
509+ 2.67% |
$49.9K - $59K
|
19.5K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
507+ 0.83% |
$49.7K - $58.7K
|
61.6K
$6.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
505+ 2.51% |
$49.5K - $58.5K
|
20.7K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
502+ 2.02% |
$49.2K - $58.1K
|
25.3K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
501+ 6.06% |
$49.1K - $58K
|
8.76K
$937K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
501+ 27.47% |
$49.1K - $58K
|
2.33K
$249K
|