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
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
24+ 0.93% |
$2.35K - $2.78K
|
2.59K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
23+ 0.7% |
$2.26K - $2.66K
|
3.29K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
23+ 0.66% |
$2.26K - $2.66K
|
3.51K
$375K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
22+ 0.05% |
$2.16K - $2.55K
|
43.9K
$4.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
22+ 0.42% |
$2.16K - $2.55K
|
5.27K
$564K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
22+ 0.98% |
$2.16K - $2.55K
|
2.27K
$243K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
22New |
$2.16K - $2.55K
|
22
$2.35K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
21+ 0.46% |
$2.06K - $2.43K
|
4.61K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
21+ 0.8% |
$2.06K - $2.43K
|
2.65K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.35% |
$2.06K - $2.43K
|
5.98K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
21+ 0.28% |
$2.06K - $2.43K
|
7.56K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20+ 0.3% |
$1.96K - $2.32K
|
6.65K
$711K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
20+ 0.44% |
$1.96K - $2.32K
|
4.53K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
20+ 1.39% |
$1.96K - $2.32K
|
1.46K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
19+ 0.39% |
$1.86K - $2.2K
|
4.83K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
19+ 0.92% |
$1.86K - $2.2K
|
2.08K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
19+ 0.73% |
$1.86K - $2.2K
|
2.61K
$279K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19+ 0.34% |
$1.86K - $2.2K
|
5.58K
$596K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
18+ 0.1% |
$1.76K - $2.08K
|
17.3K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18+ 0.73% |
$1.76K - $2.08K
|
2.5K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.71% |
$1.57K - $1.85K
|
2.27K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16+ 0.3% |
$1.57K - $1.85K
|
5.42K
$579K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16+ 3.81% |
$1.57K - $1.85K
|
436
$46.6K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
16+ 0.14% |
$1.57K - $1.85K
|
11.6K
$1.24M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
16+ 0.61% |
$1.57K - $1.85K
|
2.62K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
15+ 0.63% |
$1.47K - $1.74K
|
2.42K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
15+ 0.2% |
$1.47K - $1.74K
|
7.44K
$795K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
15+ 0.26% |
$1.47K - $1.74K
|
5.81K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
14+ 0.14% |
$1.37K - $1.62K
|
9.88K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14+ 0.57% |
$1.37K - $1.62K
|
2.45K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
14+ 0.02% |
$1.37K - $1.62K
|
78.5K
$8.39M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.57% |
$1.27K - $1.51K
|
2.29K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
13+ 0.27% |
$1.27K - $1.51K
|
4.81K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
13+ 0.19% |
$1.27K - $1.51K
|
6.79K
$726K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13+ 0.03% |
$1.27K - $1.51K
|
46.2K
$4.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
13+ 0.41% |
$1.27K - $1.51K
|
3.22K
$344K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
12+ 0.38% |
$1.18K - $1.39K
|
3.21K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12+ 0.12% |
$1.18K - $1.39K
|
10K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
11+ 0.03% |
$1.08K - $1.27K
|
33.4K
$3.58M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11+ 0.1% |
$1.08K - $1.27K
|
10.5K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$1.08K - $1.27K
|
2.33K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
11+ 0.34% |
$1.08K - $1.27K
|
3.29K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
11+ 0.16% |
$1.08K - $1.27K
|
7.09K
$758K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
11+ 0.09% |
$1.08K - $1.27K
|
12K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.35% |
$1.08K - $1.27K
|
3.11K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
10+ 0.46% |
$981 - $1.16K
|
2.18K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
10+ 0.09% |
$981 - $1.16K
|
10.9K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
10+ 0.04% |
$981 - $1.16K
|
26.4K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.31% |
$981 - $1.16K
|
3.24K
$347K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$882 - $1.04K
|
2.99K
$319K
|