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 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
209+ 7.64% |
$20.5K - $24.2K
|
2.95K
$315K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
209+ 4.72% |
$20.5K - $24.2K
|
4.64K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
208+ 6.61% |
$20.4K - $24.1K
|
3.36K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
208+ 0.53% |
$20.4K - $24.1K
|
39.6K
$4.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
206+ 1.68% |
$20.2K - $23.9K
|
12.5K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
204+ 4.27% |
$20K - $23.6K
|
4.99K
$533K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
203+ 3.11% |
$19.9K - $23.5K
|
6.72K
$719K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
202+ 0.38% |
$19.8K - $23.4K
|
53.2K
$5.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
201+ 8.24% |
$19.7K - $23.3K
|
2.64K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
201+ 0.8% |
$19.7K - $23.3K
|
25.2K
$2.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
201+ 8.13% |
$19.7K - $23.3K
|
2.67K
$286K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
201+ 4.84% |
$19.7K - $23.3K
|
4.35K
$465K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
200+ 0.86% |
$19.6K - $23.2K
|
23.4K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
200+ 1.96% |
$19.6K - $23.2K
|
10.4K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
200+ 1.15% |
$19.6K - $23.2K
|
17.6K
$1.88M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
200+ 2.67% |
$19.6K - $23.2K
|
7.69K
$822K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
199+ 10.73% |
$19.5K - $23.1K
|
2.05K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
196+ 0.51% |
$19.2K - $22.7K
|
38.5K
$4.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
195+ 3.23% |
$19.1K - $22.6K
|
6.24K
$667K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
195+ 0.98% |
$19.1K - $22.6K
|
20.1K
$2.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
194+ 3.7% |
$19K - $22.5K
|
5.44K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
192+ 7.81% |
$18.8K - $22.2K
|
2.65K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
192+ 4.26% |
$18.8K - $22.2K
|
4.69K
$502K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
191+ 0.58% |
$18.7K - $22.1K
|
32.9K
$3.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
190+ 1.48% |
$18.6K - $22K
|
13K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
190+ 4.5% |
$18.6K - $22K
|
4.42K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
189+ 3.47% |
$18.5K - $21.9K
|
5.63K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
189+ 0.87% |
$18.5K - $21.9K
|
22K
$2.35M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
187+ 1.86% |
$18.3K - $21.7K
|
10.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
187+ 6.02% |
$18.3K - $21.7K
|
3.29K
$352K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
186+ 18.47% |
$18.2K - $21.5K
|
1.19K
$128K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
185+ 7.41% |
$18.1K - $21.4K
|
2.68K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
185+ 0.97% |
$18.1K - $21.4K
|
19.2K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
185+ 7.89% |
$18.1K - $21.4K
|
2.53K
$271K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
184+ 0.81% |
$18K - $21.3K
|
23K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
184+ 4.22% |
$18K - $21.3K
|
4.55K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
182+ 2.98% |
$17.8K - $21.1K
|
6.29K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
182+ 1.89% |
$17.8K - $21.1K
|
9.82K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
181+ 3.49% |
$17.7K - $21K
|
5.37K
$574K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
180+ 2.31% |
$17.6K - $20.8K
|
7.96K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
180+ 7.95% |
$17.6K - $20.8K
|
2.44K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
180+ 1.26% |
$17.6K - $20.8K
|
14.4K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
179+ 1.19% |
$17.6K - $20.7K
|
15.2K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
178+ 1.43% |
$17.5K - $20.6K
|
12.6K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
176+ 1.29% |
$17.3K - $20.4K
|
13.8K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
175+ 8.29% |
$17.2K - $20.3K
|
2.29K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
173+ 0.52% |
$17K - $20K
|
33.8K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
172+ 3.28% |
$16.9K - $19.9K
|
5.41K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
172+ 0.66% |
$16.9K - $19.9K
|
26.3K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
171+ 0.66% |
$16.8K - $19.8K
|
25.9K
$2.77M
|