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 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
171+ 1.14% |
$16.8K - $19.8K
|
15.2K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
170+ 4.64% |
$16.7K - $19.7K
|
3.83K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
167+ 0.38% |
$16.4K - $19.3K
|
43.9K
$4.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
165+ 7.33% |
$16.2K - $19.1K
|
2.42K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
163+ 4.41% |
$16K - $18.9K
|
3.86K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
163+ 2.09% |
$16K - $18.9K
|
7.97K
$852K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
162+ 0.78% |
$15.9K - $18.8K
|
20.8K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
162New |
$15.9K - $18.8K
|
162
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
161+ 4.25% |
$15.8K - $18.6K
|
3.95K
$422K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
159+ 0.94% |
$15.6K - $18.4K
|
17K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
159+ 5.08% |
$15.6K - $18.4K
|
3.29K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
158New |
$15.5K - $18.3K
|
158
$16.9K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
157+ 4.98% |
$15.4K - $18.2K
|
3.31K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
156+ 0.96% |
$15.3K - $18.1K
|
16.5K
$1.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
156+ 1.86% |
$15.3K - $18.1K
|
8.56K
$915K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
154+ 0.63% |
$15.1K - $17.8K
|
24.8K
$2.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
153+ 0.35% |
$15K - $17.7K
|
44.5K
$4.76M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
153+ 7.66% |
$15K - $17.7K
|
2.15K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
152+ 5.39% |
$14.9K - $17.6K
|
2.97K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
152+ 7.32% |
$14.9K - $17.6K
|
2.23K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
152+ 0.72% |
$14.9K - $17.6K
|
21.1K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
151+ 0.54% |
$14.8K - $17.5K
|
28.1K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
151+ 1.19% |
$14.8K - $17.5K
|
12.8K
$1.37M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
151+ 0.11% |
$14.8K - $17.5K
|
133K
$14.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150+ 2.43% |
$14.7K - $17.4K
|
6.33K
$676K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
150+ 1.92% |
$14.7K - $17.4K
|
7.98K
$853K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
150+ 0.66% |
$14.7K - $17.4K
|
22.9K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
150+ 4.78% |
$14.7K - $17.4K
|
3.29K
$352K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
150+ 1.92% |
$14.7K - $17.4K
|
7.98K
$853K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
148+ 5.02% |
$14.5K - $17.1K
|
3.1K
$331K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
148+ 1.58% |
$14.5K - $17.1K
|
9.53K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
148+ 0.72% |
$14.5K - $17.1K
|
20.6K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
147+ 0.06% |
$14.4K - $17K
|
267K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
147+ 0.3% |
$14.4K - $17K
|
48.7K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
146+ 1.06% |
$14.3K - $16.9K
|
13.9K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
145+ 2.28% |
$14.2K - $16.8K
|
6.5K
$695K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
145+ 2.07% |
$14.2K - $16.8K
|
7.14K
$763K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
145+ 2.24% |
$14.2K - $16.8K
|
6.63K
$709K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
145+ 1.93% |
$14.2K - $16.8K
|
7.65K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
144+ 2.66% |
$14.1K - $16.7K
|
5.56K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
143New |
$14K - $16.6K
|
143
$15.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
142+ 2.93% |
$13.9K - $16.4K
|
4.98K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
141+ 4.78% |
$13.8K - $16.3K
|
3.09K
$330K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
139+ 0.32% |
$13.6K - $16.1K
|
43.1K
$4.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
138+ 0.69% |
$13.5K - $16K
|
20.3K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
137+ 3.06% |
$13.4K - $15.9K
|
4.61K
$493K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
136+ 4.28% |
$13.3K - $15.8K
|
3.32K
$354K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
136+ 0.99% |
$13.3K - $15.8K
|
13.9K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
136+ 1.6% |
$13.3K - $15.8K
|
8.61K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
136+ 3.82% |
$13.3K - $15.8K
|
3.7K
$396K
|