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 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
332+ 1.39% |
$32.6K - $38.5K
|
24.2K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
330+ 0.74% |
$32.4K - $38.2K
|
44.7K
$4.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
328+ 3.91% |
$32.2K - $38K
|
8.71K
$931K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
325+ 2.03% |
$31.9K - $37.6K
|
16.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
324+ 1.6% |
$31.8K - $37.5K
|
20.6K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
324+ 2.41% |
$31.8K - $37.5K
|
13.8K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
322+ 0.93% |
$31.6K - $37.3K
|
35K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
322+ 13.66% |
$31.6K - $37.3K
|
2.68K
$287K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
322+ 0.11% |
$31.6K - $37.3K
|
281K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
321+ 11.35% |
$31.5K - $37.2K
|
3.15K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
318+ 14.34% |
$31.2K - $36.8K
|
2.54K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
318+ 5.63% |
$31.2K - $36.8K
|
5.96K
$638K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
317+ 3.52% |
$31.1K - $36.7K
|
9.33K
$998K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
311+ 1.58% |
$30.5K - $36K
|
20K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
308+ 5.84% |
$30.2K - $35.7K
|
5.58K
$596K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
306+ 1.71% |
$30K - $35.4K
|
18.2K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
305+ 5.38% |
$29.9K - $35.3K
|
5.97K
$638K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
305+ 5.38% |
$29.9K - $35.3K
|
5.97K
$638K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
303+ 0.36% |
$29.7K - $35.1K
|
84K
$8.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
301+ 1.2% |
$29.5K - $34.9K
|
25.4K
$2.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
300+ 10.44% |
$29.4K - $34.7K
|
3.17K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
300New |
$29.4K - $34.7K
|
300
$32.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
297+ 4.81% |
$29.1K - $34.4K
|
6.47K
$692K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
292+ 15.49% |
$28.6K - $33.8K
|
2.18K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
291+ 3.6% |
$28.5K - $33.7K
|
8.38K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
291+ 1.41% |
$28.5K - $33.7K
|
21K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
289+ 0.54% |
$28.3K - $33.5K
|
53.8K
$5.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
288+ 16.31% |
$28.2K - $33.4K
|
2.05K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
285+ 3.69% |
$27.9K - $33K
|
8K
$856K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
284+ 0.98% |
$27.8K - $32.9K
|
29.2K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
283+ 3.98% |
$27.7K - $32.8K
|
7.4K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
283+ 7.18% |
$27.7K - $32.8K
|
4.22K
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
282+ 3.39% |
$27.7K - $32.7K
|
8.59K
$919K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
282+ 0.8% |
$27.7K - $32.7K
|
35.4K
$3.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
282+ 8.16% |
$27.7K - $32.7K
|
3.74K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
281+ 3.56% |
$27.6K - $32.5K
|
8.16K
$873K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
280+ 2.04% |
$27.5K - $32.4K
|
14K
$1.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
279+ 4.51% |
$27.4K - $32.3K
|
6.47K
$692K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
279+ 2.55% |
$27.4K - $32.3K
|
11.2K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
275+ 0.63% |
$27K - $31.9K
|
43.7K
$4.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
275+ 6.94% |
$27K - $31.9K
|
4.24K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
274+ 9.63% |
$26.9K - $31.7K
|
3.12K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
273+ 0.12% |
$26.8K - $31.6K
|
226K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
270+ 0.36% |
$26.5K - $31.3K
|
75.2K
$8.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
268+ 2.52% |
$26.3K - $31K
|
10.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
267+ 3.53% |
$26.2K - $30.9K
|
7.82K
$836K
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
266+ 2.21% |
$26.1K - $30.8K
|
12.3K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
266+ 3.57% |
$26.1K - $30.8K
|
7.72K
$826K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
263+ 1.24% |
$25.8K - $30.5K
|
21.5K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
263+ 0.67% |
$25.8K - $30.5K
|
39.5K
$4.23M
|