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 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
414+ 2.17% |
$40.6K - $48K
|
19.5K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
414+ 0.85% |
$40.6K - $48K
|
49K
$5.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
409+ 13.12% |
$40.1K - $47.4K
|
3.53K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
401+ 2.81% |
$39.3K - $46.4K
|
14.7K
$1.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
400+ 2.55% |
$39.2K - $46.3K
|
16.1K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 18.85% |
$39.2K - $46.3K
|
2.52K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
399+ 0.72% |
$39.1K - $46.2K
|
55.8K
$5.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
395+ 12.43% |
$38.7K - $45.8K
|
3.57K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
395+ 6.72% |
$38.7K - $45.8K
|
6.28K
$671K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
394+ 0.78% |
$38.6K - $45.6K
|
50.9K
$5.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
391+ 0.37% |
$38.3K - $45.3K
|
106K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
389+ 1.0% |
$38.1K - $45.1K
|
39.2K
$4.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
387+ 0.65% |
$37.9K - $44.8K
|
60K
$6.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
387+ 5.57% |
$37.9K - $44.8K
|
7.34K
$785K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
385+ 0.81% |
$37.7K - $44.6K
|
48.1K
$5.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
383+ 4.21% |
$37.6K - $44.4K
|
9.49K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
382+ 2.3% |
$37.5K - $44.2K
|
17K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
382+ 17.83% |
$37.5K - $44.2K
|
2.53K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
380+ 8.23% |
$37.3K - $44K
|
5K
$535K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
377+ 9.03% |
$37K - $43.7K
|
4.55K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
373+ 0.67% |
$36.6K - $43.2K
|
55.9K
$5.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
372+ 1.09% |
$36.5K - $43.1K
|
34.5K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
372+ 7.04% |
$36.5K - $43.1K
|
5.66K
$605K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
370+ 0.73% |
$36.3K - $42.9K
|
51.1K
$5.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
369+ 4.19% |
$36.2K - $42.7K
|
9.17K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
369+ 10.68% |
$36.2K - $42.7K
|
3.83K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
367+ 0.75% |
$36K - $42.5K
|
49.6K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
367+ 0.67% |
$36K - $42.5K
|
54.8K
$5.86M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
366+ 0.56% |
$35.9K - $42.4K
|
65.7K
$7.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
366+ 4.31% |
$35.9K - $42.4K
|
8.85K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
365+ 0.55% |
$35.8K - $42.3K
|
66.4K
$7.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
364+ 1.23% |
$35.7K - $42.2K
|
30.1K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
357+ 3.51% |
$35K - $41.4K
|
10.5K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
355+ 9.3% |
$34.8K - $41.1K
|
4.17K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
355+ 4.5% |
$34.8K - $41.1K
|
8.24K
$881K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
351+ 6.6% |
$34.4K - $40.7K
|
5.67K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
351+ 2.03% |
$34.4K - $40.7K
|
17.6K
$1.89M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
351+ 0.99% |
$34.4K - $40.7K
|
35.9K
$3.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
349+ 5.04% |
$34.2K - $40.4K
|
7.28K
$778K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
347+ 0.54% |
$34K - $40.2K
|
64.4K
$6.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
345+ 2.78% |
$33.8K - $40K
|
12.7K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
344+ 7.26% |
$33.7K - $39.8K
|
5.08K
$544K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
341+ 3.97% |
$33.4K - $39.5K
|
8.93K
$954K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
340+ 5.6% |
$33.3K - $39.4K
|
6.41K
$685K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
340+ 0.41% |
$33.3K - $39.4K
|
82.3K
$8.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
339+ 0.04% |
$33.2K - $39.3K
|
769K
$82.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
337+ 3.31% |
$33K - $39K
|
10.5K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
337+ 15.82% |
$33K - $39K
|
2.47K
$264K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
335New |
$32.8K - $38.8K
|
335
$35.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
332+ 1.41% |
$32.6K - $38.5K
|
23.9K
$2.55M
|