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 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2+ 0.01% |
$196 - $232
|
14.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.3% |
$196 - $232
|
660
$70.6K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2+ 0.06% |
$196 - $232
|
3.42K
$366K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
13.9K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.02% |
$98.1 - $116
|
4.44K
$474K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.02% |
$98.1 - $116
|
5.68K
$607K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$98.1 - $116
|
2.82K
$301K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
8.62K
$922K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
2.95K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
3.81K
$407K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
3.69K
$394K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$98.1 - $116
|
5.64K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
9.07K
$970K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
14.3K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
3.53K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.89% |
$98.1 - $116
|
113
$12.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1- 0.04% |
$98.1 - $116
|
2.49K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
16.1K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$98.1 - $116
|
3.77K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
15.6K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
12.6K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
19.7K
$2.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
11.9K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.05% |
$196 - $232
|
3.84K
$411K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$196 - $232
|
35.6K
$3.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2- 0.03% |
$196 - $232
|
7.64K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$196 - $232
|
5.92K
$633K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3- 0.08% |
$294 - $347
|
3.79K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3- 0.01% |
$294 - $347
|
45.1K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-3- 0.03% |
$294 - $347
|
11.9K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4- 0.25% |
$392 - $463
|
1.6K
$171K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-5- 0.14% |
$490 - $579
|
3.66K
$391K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$490 - $579
|
21.7K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.44% |
$490 - $579
|
1.12K
$120K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-5- 0.01% |
$490 - $579
|
62.9K
$6.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5- 0.08% |
$490 - $579
|
5.93K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.35% |
$490 - $579
|
1.43K
$152K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6- 0.27% |
$588 - $695
|
2.25K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6- 0.19% |
$588 - $695
|
3.12K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-7- 5.47% |
$686 - $811
|
121
$12.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.03% |
$686 - $811
|
25.5K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.05% |
$686 - $811
|
12.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7- -0.0% |
$686 - $811
|
156K
$16.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-8- 0.06% |
$784 - $927
|
12.6K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-8- 0.11% |
$784 - $927
|
7.12K
$761K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 0.26% |
$784 - $927
|
3.07K
$328K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-8- 0.3% |
$784 - $927
|
2.69K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.1% |
$882 - $1.04K
|
8.71K
$931K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-10- 0.18% |
$981 - $1.16K
|
5.49K
$587K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$981 - $1.16K
|
10.2K
$1.09M
|