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
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
72+ 0.21% |
$7.06K - $8.34K
|
34K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
72+ 6.02% |
$7.06K - $8.34K
|
1.27K
$136K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
71+ 2.68% |
$6.96K - $8.22K
|
2.72K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
70+ 3.54% |
$6.86K - $8.11K
|
2.05K
$219K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
70+ 0.2% |
$6.86K - $8.11K
|
35.3K
$3.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
70+ 0.21% |
$6.86K - $8.11K
|
32.8K
$3.51M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
70+ 3.54% |
$6.86K - $8.11K
|
2.05K
$219K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
69+ 0.84% |
$6.77K - $7.99K
|
8.25K
$882K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
67+ 0.06% |
$6.57K - $7.76K
|
105K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
67+ 0.31% |
$6.57K - $7.76K
|
22K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
67+ 0.74% |
$6.57K - $7.76K
|
9.13K
$976K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
66New |
$6.47K - $7.64K
|
66
$7.06K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
66+ 1.04% |
$6.47K - $7.64K
|
6.42K
$686K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
66+ 3.43% |
$6.47K - $7.64K
|
1.99K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
66+ 4.01% |
$6.47K - $7.64K
|
1.71K
$183K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
65+ 0.41% |
$6.37K - $7.53K
|
16K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
65+ 0.97% |
$6.37K - $7.53K
|
6.8K
$727K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
64+ 1.49% |
$6.28K - $7.41K
|
4.37K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
64+ 0.95% |
$6.28K - $7.41K
|
6.82K
$730K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
64+ 2.29% |
$6.28K - $7.41K
|
2.85K
$305K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
63+ 2.72% |
$6.18K - $7.3K
|
2.38K
$255K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
61+ 0.0% |
$5.98K - $7.07K
|
389M
$41.5B
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
60+ 1.09% |
$5.88K - $6.95K
|
5.58K
$597K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
58+ 2.35% |
$5.69K - $6.72K
|
2.53K
$270K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
58+ 2.59% |
$5.69K - $6.72K
|
2.3K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
58+ 0.56% |
$5.69K - $6.72K
|
10.4K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
57+ 0.56% |
$5.59K - $6.6K
|
10.2K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
56+ 2.58% |
$5.49K - $6.49K
|
2.23K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
55+ 2.6% |
$5.39K - $6.37K
|
2.17K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
54+ 0.11% |
$5.29K - $6.25K
|
47.5K
$5.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
54+ 0.97% |
$5.29K - $6.25K
|
5.6K
$599K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
53+ 0.88% |
$5.2K - $6.14K
|
6.09K
$651K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
53+ 1.12% |
$5.2K - $6.14K
|
4.77K
$510K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
53+ 0.21% |
$5.2K - $6.14K
|
25.7K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
53+ 0.81% |
$5.2K - $6.14K
|
6.58K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
51+ 0.37% |
$5K - $5.91K
|
13.8K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
51+ 0.96% |
$5K - $5.91K
|
5.36K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.35% |
$5K - $5.91K
|
14.8K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
50+ 0.28% |
$4.9K - $5.79K
|
17.8K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
50+ 0.26% |
$4.9K - $5.79K
|
19.3K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
50+ 0.34% |
$4.9K - $5.79K
|
14.9K
$1.59M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
50+ 1.03% |
$4.9K - $5.79K
|
4.9K
$524K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
49+ 0.2% |
$4.8K - $5.68K
|
24.4K
$2.61M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
47+ 1.91% |
$4.61K - $5.44K
|
2.51K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
47+ 1.55% |
$4.61K - $5.44K
|
3.09K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
47+ 1.49% |
$4.61K - $5.44K
|
3.2K
$342K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
46+ 0.87% |
$4.51K - $5.33K
|
5.34K
$571K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
45+ 1.24% |
$4.41K - $5.21K
|
3.66K
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
44+ 1.64% |
$4.31K - $5.1K
|
2.73K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
44+ 0.13% |
$4.31K - $5.1K
|
33.7K
$3.6M
|