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 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
100+ 0.49% |
$9.81K - $11.6K
|
20.5K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
100+ 0.29% |
$9.81K - $11.6K
|
35K
$3.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
100+ 1.25% |
$9.81K - $11.6K
|
8.11K
$867K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
100+ 5.0% |
$9.81K - $11.6K
|
2.1K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
100+ 5.0% |
$9.81K - $11.6K
|
2.1K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 6.52% |
$9.81K - $11.6K
|
1.63K
$175K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
100+ 2.28% |
$9.81K - $11.6K
|
4.48K
$479K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
99+ 0.42% |
$9.71K - $11.5K
|
23.9K
$2.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
98+ 0.39% |
$9.61K - $11.4K
|
25.4K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
98+ 1.82% |
$9.61K - $11.4K
|
5.49K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
97+ 0.42% |
$9.51K - $11.2K
|
23.1K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.13% |
$9.51K - $11.2K
|
72.8K
$7.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
95+ 2.92% |
$9.31K - $11K
|
3.35K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
94+ 2.59% |
$9.22K - $10.9K
|
3.73K
$399K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
93+ 3.23% |
$9.12K - $10.8K
|
2.97K
$318K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
92+ 1.72% |
$9.02K - $10.7K
|
5.45K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
90+ 1.44% |
$8.82K - $10.4K
|
6.34K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
90+ 3.07% |
$8.82K - $10.4K
|
3.02K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
90+ 0.96% |
$8.82K - $10.4K
|
9.42K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
89+ 1.29% |
$8.73K - $10.3K
|
6.99K
$748K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
88+ 0.43% |
$8.63K - $10.2K
|
20.4K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
88+ 0.41% |
$8.63K - $10.2K
|
21.4K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
88+ 0.04% |
$8.63K - $10.2K
|
204K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
87+ 0.52% |
$8.53K - $10.1K
|
16.7K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
86+ 1.41% |
$8.43K - $9.96K
|
6.17K
$660K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
86+ 0.36% |
$8.43K - $9.96K
|
23.8K
$2.55M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
85+ 3.96% |
$8.33K - $9.85K
|
2.23K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
85+ 0.58% |
$8.33K - $9.85K
|
14.6K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
85+ 1.39% |
$8.33K - $9.85K
|
6.22K
$665K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
84+ 1.61% |
$8.24K - $9.73K
|
5.31K
$568K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
84+ 0.75% |
$8.24K - $9.73K
|
11.2K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
84+ 2.82% |
$8.24K - $9.73K
|
3.06K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
83+ 0.17% |
$8.14K - $9.61K
|
48.9K
$5.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 0.74% |
$8.04K - $9.5K
|
11.1K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
82+ 0.79% |
$8.04K - $9.5K
|
10.5K
$1.12M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
82+ 0.83% |
$8.04K - $9.5K
|
10K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
81+ 0.56% |
$7.94K - $9.38K
|
14.6K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
81+ 2.52% |
$7.94K - $9.38K
|
3.3K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
80+ 1.18% |
$7.84K - $9.27K
|
6.85K
$732K
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
79+ 0.5% |
$7.75K - $9.15K
|
15.9K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
78+ 0.32% |
$7.65K - $9.03K
|
24.5K
$2.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
77+ 3.32% |
$7.55K - $8.92K
|
2.39K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
77+ 1.29% |
$7.55K - $8.92K
|
6.06K
$647K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
76+ 1.11% |
$7.45K - $8.8K
|
6.9K
$737K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
76+ 0.57% |
$7.45K - $8.8K
|
13.5K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
76+ 0.6% |
$7.45K - $8.8K
|
12.7K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
75+ 0.23% |
$7.35K - $8.69K
|
32.8K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
75+ 0.39% |
$7.35K - $8.69K
|
19.4K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
75+ 1.3% |
$7.35K - $8.69K
|
5.83K
$624K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
73+ 0.44% |
$7.16K - $8.46K
|
16.6K
$1.78M
|