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 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
263+ 12.1% |
$25.8K - $30.5K
|
2.44K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 0.85% |
$25.7K - $30.3K
|
31.2K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
258+ 5.99% |
$25.3K - $29.9K
|
4.57K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
258+ 5.92% |
$25.3K - $29.9K
|
4.61K
$493K
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
257+ 6.29% |
$25.2K - $29.8K
|
4.34K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
257+ 11.34% |
$25.2K - $29.8K
|
2.52K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
257+ 13.89% |
$25.2K - $29.8K
|
2.11K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
256+ 11.59% |
$25.1K - $29.7K
|
2.46K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
255+ 9.72% |
$25K - $29.5K
|
2.88K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
254+ 6.21% |
$24.9K - $29.4K
|
4.34K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
254+ 1.63% |
$24.9K - $29.4K
|
15.9K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
254New |
$24.9K - $29.4K
|
254
$27.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
253+ 3.98% |
$24.8K - $29.3K
|
6.61K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
253+ 2.66% |
$24.8K - $29.3K
|
9.75K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
251+ 3.55% |
$24.6K - $29.1K
|
7.32K
$783K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
251+ 0.33% |
$24.6K - $29.1K
|
76.2K
$8.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
251+ 4.62% |
$24.6K - $29.1K
|
5.69K
$608K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
250+ 0.25% |
$24.5K - $29K
|
101K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
250+ 0.79% |
$24.5K - $29K
|
31.9K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
249+ 0.49% |
$24.4K - $28.8K
|
51.2K
$5.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
247+ 0.93% |
$24.2K - $28.6K
|
26.8K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
246+ 0.21% |
$24.1K - $28.5K
|
119K
$12.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
244+ 0.99% |
$23.9K - $28.3K
|
24.9K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
244+ 5.68% |
$23.9K - $28.3K
|
4.54K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
243+ 1.83% |
$23.8K - $28.1K
|
13.5K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
242+ 5.83% |
$23.7K - $28K
|
4.4K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
241+ 0.69% |
$23.6K - $27.9K
|
35.4K
$3.79M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
238+ 0.48% |
$23.3K - $27.6K
|
49.3K
$5.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
236+ 7.84% |
$23.1K - $27.3K
|
3.25K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
236+ 3.78% |
$23.1K - $27.3K
|
6.47K
$692K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
235+ 0.29% |
$23K - $27.2K
|
82.4K
$8.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
232+ 4.31% |
$22.7K - $26.9K
|
5.61K
$600K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
232New |
$22.7K - $26.9K
|
232
$24.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
230+ 12.2% |
$22.6K - $26.6K
|
2.12K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
230+ 2.91% |
$22.6K - $26.6K
|
8.14K
$870K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
225+ 0.34% |
$22.1K - $26.1K
|
67.1K
$7.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
225+ 4.89% |
$22.1K - $26.1K
|
4.82K
$516K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
224+ 1.12% |
$22K - $25.9K
|
20.3K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
223+ 0.97% |
$21.9K - $25.8K
|
23.2K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
220+ 2.93% |
$21.6K - $25.5K
|
7.73K
$826K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
220+ 1.91% |
$21.6K - $25.5K
|
11.8K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
220+ 0.74% |
$21.6K - $25.5K
|
29.8K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
217+ 0.65% |
$21.3K - $25.1K
|
33.6K
$3.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
217+ 0.29% |
$21.3K - $25.1K
|
75.4K
$8.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
216New |
$21.2K - $25K
|
216
$23.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
213+ 0.44% |
$20.9K - $24.7K
|
49.2K
$5.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
212+ 0.43% |
$20.8K - $24.6K
|
49.6K
$5.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
212+ 0.34% |
$20.8K - $24.6K
|
62.6K
$6.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
211+ 1.38% |
$20.7K - $24.4K
|
15.5K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
210+ 2.45% |
$20.6K - $24.3K
|
8.76K
$937K
|