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 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
500+ 12.58% |
$49K - $57.9K
|
4.47K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 0.48% |
$49K - $57.9K
|
106K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
499+ 4.27% |
$48.9K - $57.8K
|
12.2K
$1.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
499+ 16633.33% |
$48.9K - $57.8K
|
502
$53.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
499+ 9.25% |
$48.9K - $57.8K
|
5.89K
$630K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
495+ 1.36% |
$48.5K - $57.3K
|
36.8K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
495+ 1.7% |
$48.5K - $57.3K
|
29.6K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
494+ 1.03% |
$48.4K - $57.2K
|
48.6K
$5.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
493+ 6.16% |
$48.3K - $57.1K
|
8.5K
$909K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
493+ 0.96% |
$48.3K - $57.1K
|
51.9K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
489+ 0.87% |
$47.9K - $56.6K
|
56.9K
$6.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
487+ 4.77% |
$47.8K - $56.4K
|
10.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
487+ 1.75% |
$47.8K - $56.4K
|
28.3K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
485+ 0.18% |
$47.6K - $56.2K
|
264K
$28.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
484+ 2.98% |
$47.5K - $56.1K
|
16.7K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
484+ 5.11% |
$47.5K - $56.1K
|
9.96K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
482+ 7.36% |
$47.3K - $55.8K
|
7.03K
$752K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
482+ 6.47% |
$47.3K - $55.8K
|
7.93K
$848K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
482+ 6.61% |
$47.3K - $55.8K
|
7.77K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
475+ 22.57% |
$46.6K - $55K
|
2.58K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
467+ 0.62% |
$45.8K - $54.1K
|
75.4K
$8.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
466+ 4.05% |
$45.7K - $54K
|
12K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
466+ 26.42% |
$45.7K - $54K
|
2.23K
$238K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
466+ 1.24% |
$45.7K - $54K
|
37.9K
$4.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
462+ 1.56% |
$45.3K - $53.5K
|
30K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
460+ 2.35% |
$45.1K - $53.3K
|
20K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
459+ 1.54% |
$45K - $53.2K
|
30.3K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
458+ 9.83% |
$44.9K - $53.1K
|
5.12K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
457+ 0.16% |
$44.8K - $52.9K
|
281K
$30.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
454+ 4.96% |
$44.5K - $52.6K
|
9.61K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
453+ 2.1% |
$44.4K - $52.5K
|
22K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
453+ 1.88% |
$44.4K - $52.5K
|
24.6K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$44.1K - $52.1K
|
15.1K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
450New |
$44.1K - $52.1K
|
450
$48.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
449+ 4.59% |
$44K - $52K
|
10.2K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
448+ 12.75% |
$43.9K - $51.9K
|
3.96K
$424K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
447+ 0.57% |
$43.8K - $51.8K
|
78.6K
$8.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
442+ 8.67% |
$43.3K - $51.2K
|
5.54K
$592K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
442+ 7.44% |
$43.3K - $51.2K
|
6.38K
$682K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
442+ 7.65% |
$43.3K - $51.2K
|
6.22K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
440+ 0.7% |
$43.1K - $51K
|
63.5K
$6.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
436+ 0.35% |
$42.7K - $50.5K
|
127K
$13.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
427+ 0.37% |
$41.9K - $49.5K
|
115K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
427+ 12.42% |
$41.9K - $49.5K
|
3.86K
$413K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
426+ 3.15% |
$41.8K - $49.3K
|
14K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
425+ 12.04% |
$41.7K - $49.2K
|
3.96K
$423K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
425+ 1.52% |
$41.7K - $49.2K
|
28.4K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
422+ 20.45% |
$41.4K - $48.9K
|
2.49K
$266K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
420+ 0.26% |
$41.2K - $48.6K
|
163K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
415+ 0.26% |
$40.7K - $48.1K
|
163K
$17.4M
|