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 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
9+ 0.03% |
$882 - $1.04K
|
34.5K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9+ 0.18% |
$882 - $1.04K
|
5.03K
$538K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 0.82% |
$784 - $927
|
978
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$784 - $927
|
22K
$2.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.25% |
$784 - $927
|
3.19K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 0.12% |
$784 - $927
|
6.68K
$715K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.31% |
$784 - $927
|
2.58K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8New |
$784 - $927
|
8
$855
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.16% |
$784 - $927
|
5.09K
$544K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.09% |
$784 - $927
|
9.4K
$1.01M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.36% |
$784 - $927
|
2.22K
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
7+ 0.05% |
$686 - $811
|
13.3K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.7% |
$686 - $811
|
1K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 0.04% |
$686 - $811
|
15.7K
$1.68M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.22% |
$686 - $811
|
3.24K
$346K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
6+ 0.03% |
$588 - $695
|
17.2K
$1.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6+ 0.04% |
$588 - $695
|
15.2K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6+ 0.15% |
$588 - $695
|
4.11K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.03% |
$588 - $695
|
21.5K
$2.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
6+ 0.07% |
$588 - $695
|
8.58K
$918K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5+ 0.14% |
$490 - $579
|
3.46K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5+ 0.11% |
$490 - $579
|
4.4K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
5+ 0.07% |
$490 - $579
|
7.5K
$802K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5+ 0.15% |
$490 - $579
|
3.33K
$356K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5+ 0.08% |
$490 - $579
|
5.93K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
4+ 0.07% |
$392 - $463
|
5.94K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4+ 0.07% |
$392 - $463
|
5.4K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.12% |
$392 - $463
|
3.39K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$392 - $463
|
17.3K
$1.85M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4+ 0.03% |
$392 - $463
|
13.9K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3+ 0.02% |
$294 - $347
|
14.2K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.29% |
$294 - $347
|
1.06K
$113K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.06% |
$294 - $347
|
4.64K
$496K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3+ 0.02% |
$294 - $347
|
15.9K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3+ 0.0% |
$294 - $347
|
68.1K
$7.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$294 - $347
|
13.3K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.02% |
$294 - $347
|
15.6K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$294 - $347
|
13.3K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.02% |
$294 - $347
|
18.2K
$1.95M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.03% |
$294 - $347
|
9.8K
$1.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$294 - $347
|
3
$321
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.08% |
$294 - $347
|
3.7K
$396K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.13K
$228K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$196 - $232
|
5.7K
$609K
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
2+ 0.02% |
$196 - $232
|
10.6K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2+ 0.02% |
$196 - $232
|
8.99K
$961K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.06% |
$196 - $232
|
3.62K
$387K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.01% |
$196 - $232
|
14.7K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.25K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.51% |
$196 - $232
|
392
$41.9K
|