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
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 0.46% |
$9.81K - $11.6K
|
21.7K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-100- 0.32% |
$9.81K - $11.6K
|
31.4K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-101- 0.3% |
$9.9K - $11.7K
|
33.4K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-101- 2.43% |
$9.9K - $11.7K
|
4.06K
$434K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-101- 0.26% |
$9.9K - $11.7K
|
38.5K
$4.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-102- 4.3% |
$10K - $11.8K
|
2.27K
$243K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-103- 1.89% |
$10.1K - $11.9K
|
5.34K
$571K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-104- 3.93% |
$10.2K - $12K
|
2.54K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-106- 0.45% |
$10.4K - $12.3K
|
23.4K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-107- 0.68% |
$10.5K - $12.4K
|
15.7K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-107- 0.01% |
$10.5K - $12.4K
|
827K
$88.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-108- 2.19% |
$10.6K - $12.5K
|
4.82K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-109- 2.06% |
$10.7K - $12.6K
|
5.19K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-110- 0.78% |
$10.8K - $12.7K
|
14K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-110- 1.44% |
$10.8K - $12.7K
|
7.52K
$804K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-111- 1.19% |
$10.9K - $12.9K
|
9.21K
$985K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-111- 2.25% |
$10.9K - $12.9K
|
4.82K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-111- 0.52% |
$10.9K - $12.9K
|
21.3K
$2.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-112- 2.65% |
$11K - $13K
|
4.11K
$439K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-113- 2.79% |
$11.1K - $13.1K
|
3.94K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-113- 1.73% |
$11.1K - $13.1K
|
6.43K
$687K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-113- 0.21% |
$11.1K - $13.1K
|
53.5K
$5.72M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-113- 1.01% |
$11.1K - $13.1K
|
11.1K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-115- 0.99% |
$11.3K - $13.3K
|
11.5K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-116- 2.72% |
$11.4K - $13.4K
|
4.16K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-116- 1.05% |
$11.4K - $13.4K
|
10.9K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-116- 2.65% |
$11.4K - $13.4K
|
4.26K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-117- 3.1% |
$11.5K - $13.6K
|
3.66K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-117- 0.33% |
$11.5K - $13.6K
|
35.3K
$3.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-118- 1.14% |
$11.6K - $13.7K
|
10.3K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-119- 4.7% |
$11.7K - $13.8K
|
2.41K
$258K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-120- 0.46% |
$11.8K - $13.9K
|
26.1K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-121- 1.02% |
$11.9K - $14K
|
11.8K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-123- 0.39% |
$12.1K - $14.2K
|
31.1K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-124- 0.52% |
$12.2K - $14.4K
|
23.5K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-124- 1.6% |
$12.2K - $14.4K
|
7.63K
$816K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-125- 14.43% |
$12.3K - $14.5K
|
741
$79.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-125- 2.29% |
$12.3K - $14.5K
|
5.34K
$571K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-125- 0.73% |
$12.3K - $14.5K
|
17K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-125- 0.36% |
$12.3K - $14.5K
|
35K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-126- 1.25% |
$12.4K - $14.6K
|
9.95K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-127- 0.5% |
$12.5K - $14.7K
|
25.3K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-129- 0.86% |
$12.6K - $14.9K
|
14.9K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-130- 2.42% |
$12.7K - $15.1K
|
5.25K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-130- 0.46% |
$12.7K - $15.1K
|
28.3K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-130- 4.14% |
$12.7K - $15.1K
|
3.01K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-132- 3.94% |
$12.9K - $15.3K
|
3.22K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-134- 5.57% |
$13.1K - $15.5K
|
2.27K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-134- 5.34% |
$13.1K - $15.5K
|
2.37K
$254K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-134- 5.57% |
$13.1K - $15.5K
|
2.27K
$243K
|