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 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
42+ 0.37% |
$4.12K - $4.86K
|
11.3K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
42+ 1.95% |
$4.12K - $4.86K
|
2.2K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
42+ 0.22% |
$4.12K - $4.86K
|
18.9K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40+ 1.27% |
$3.92K - $4.63K
|
3.19K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
40+ 0.98% |
$3.92K - $4.63K
|
4.12K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
40+ 40.0% |
$3.92K - $4.63K
|
140
$15K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
39+ 0.74% |
$3.82K - $4.52K
|
5.28K
$564K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
39+ 0.38% |
$3.82K - $4.52K
|
10.4K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
38+ 0.2% |
$3.73K - $4.4K
|
18.7K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
37+ 0.2% |
$3.63K - $4.29K
|
19K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
37+ 0.94% |
$3.63K - $4.29K
|
3.98K
$426K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
36+ 0.56% |
$3.53K - $4.17K
|
6.46K
$691K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
36+ 0.96% |
$3.53K - $4.17K
|
3.8K
$406K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
36+ 0.21% |
$3.53K - $4.17K
|
16.9K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
35+ 0.28% |
$3.43K - $4.05K
|
12.5K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
34+ 0.63% |
$3.33K - $3.94K
|
5.46K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 0.78% |
$3.33K - $3.94K
|
4.41K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
33+ 0.14% |
$3.24K - $3.82K
|
24.3K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
33+ 0.29% |
$3.24K - $3.82K
|
11.5K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
32+ 0.06% |
$3.14K - $3.71K
|
53.3K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32+ 0.74% |
$3.14K - $3.71K
|
4.36K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
32+ 3.29% |
$3.14K - $3.71K
|
1K
$107K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
31+ 0.81% |
$3.04K - $3.59K
|
3.88K
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
30+ 1.3% |
$2.94K - $3.47K
|
2.33K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
30+ 0.3% |
$2.94K - $3.47K
|
10.1K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 0.46% |
$2.94K - $3.47K
|
6.55K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
29+ 0.36% |
$2.84K - $3.36K
|
8.06K
$862K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
29+ 0.31% |
$2.84K - $3.36K
|
9.36K
$1M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
29+ 0.35% |
$2.84K - $3.36K
|
8.38K
$896K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
28+ 0.1% |
$2.75K - $3.24K
|
27.4K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
28+ 0.34% |
$2.75K - $3.24K
|
8.37K
$895K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
28+ 0.73% |
$2.75K - $3.24K
|
3.84K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
28+ 0.83% |
$2.75K - $3.24K
|
3.4K
$363K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28+ 28.57% |
$2.75K - $3.24K
|
126
$13.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
28+ 0.29% |
$2.75K - $3.24K
|
9.52K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
28+ 0.99% |
$2.75K - $3.24K
|
2.86K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
28+ 0.66% |
$2.75K - $3.24K
|
4.29K
$459K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
27+ 0.26% |
$2.65K - $3.13K
|
10.4K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 0.86% |
$2.55K - $3.01K
|
3.06K
$327K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 1.66% |
$2.55K - $3.01K
|
1.59K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$2.55K - $3.01K
|
8.23K
$880K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
26+ 0.51% |
$2.55K - $3.01K
|
5.14K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25+ 0.61% |
$2.45K - $2.9K
|
4.11K
$439K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 3.53% |
$2.45K - $2.9K
|
734
$78.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
25+ 0.28% |
$2.45K - $2.9K
|
8.94K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.37% |
$2.45K - $2.9K
|
6.84K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
25+ 0.1% |
$2.45K - $2.9K
|
24.4K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
25+ 0.44% |
$2.45K - $2.9K
|
5.74K
$614K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
24+ 0.34% |
$2.35K - $2.78K
|
7.13K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.22% |
$2.35K - $2.78K
|
10.8K
$1.16M
|