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 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-227- 2.94% |
$22.3K - $26.3K
|
7.5K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-228- 2.93% |
$22.4K - $26.4K
|
7.56K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-229- 0.1% |
$22.5K - $26.5K
|
219K
$24.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-230- 1.72% |
$22.6K - $26.6K
|
13.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-230- 4.49% |
$22.6K - $26.6K
|
4.89K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-232- 0.64% |
$22.7K - $26.9K
|
36.1K
$3.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-234- 3.34% |
$22.9K - $27.1K
|
6.77K
$745K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-234- 3.21% |
$22.9K - $27.1K
|
7.05K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-235- 2.03% |
$23K - $27.2K
|
11.3K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-235- 3.73% |
$23K - $27.2K
|
6.06K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-235- 3.02% |
$23K - $27.2K
|
7.54K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-237- 3.93% |
$23.2K - $27.5K
|
5.8K
$639K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-238- 1.05% |
$23.3K - $27.6K
|
22.4K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-238- 18.87% |
$23.3K - $27.6K
|
1.02K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-238- 8.51% |
$23.3K - $27.6K
|
2.56K
$282K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-239- 5.95% |
$23.4K - $27.7K
|
3.78K
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-240- 5.89% |
$23.5K - $27.8K
|
3.83K
$422K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-240- 1.76% |
$23.5K - $27.8K
|
13.4K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-241- 1.84% |
$23.6K - $27.9K
|
12.9K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-241- 5.05% |
$23.6K - $27.9K
|
4.53K
$499K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-242- 1.87% |
$23.7K - $28K
|
12.7K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-243- 9.73% |
$23.8K - $28.1K
|
2.25K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-244- 7.96% |
$23.9K - $28.3K
|
2.82K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-247- 5.04% |
$24.2K - $28.6K
|
4.65K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-249- 1.98% |
$24.4K - $28.8K
|
12.3K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-250- 3.6% |
$24.5K - $29K
|
6.69K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-250- 2.66% |
$24.5K - $29K
|
9.13K
$1.01M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-250- 6.06% |
$24.5K - $29K
|
3.87K
$427K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-253- 0.31% |
$24.8K - $29.3K
|
80.7K
$8.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-254- 3.96% |
$24.9K - $29.4K
|
6.16K
$678K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-257- 0.61% |
$25.2K - $29.8K
|
42.2K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-260- 0.29% |
$25.5K - $30.1K
|
89.5K
$9.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-263- 1.42% |
$25.8K - $30.5K
|
18.2K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-265- 0.73% |
$26K - $30.7K
|
36.1K
$3.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-266- 8.76% |
$26.1K - $30.8K
|
2.77K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-267- 0.48% |
$26.2K - $30.9K
|
55.1K
$6.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-270- 9.81% |
$26.5K - $31.3K
|
2.48K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-271- 48.83% |
$26.6K - $31.4K
|
284
$31.3K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-272- 1.08% |
$26.7K - $31.5K
|
25K
$2.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-275- 2.01% |
$27K - $31.9K
|
13.4K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-276- 6.25% |
$27.1K - $32K
|
4.14K
$456K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-276- 5.3% |
$27.1K - $32K
|
4.93K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-278- 4.2% |
$27.3K - $32.2K
|
6.35K
$699K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-278- 0.64% |
$27.3K - $32.2K
|
43.1K
$4.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-279- 7.24% |
$27.4K - $32.3K
|
3.57K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-280- 8.57% |
$27.5K - $32.4K
|
2.99K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-280- 0.38% |
$27.5K - $32.4K
|
74K
$8.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-282- 4.92% |
$27.7K - $32.7K
|
5.46K
$601K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-282- 3.39% |
$27.7K - $32.7K
|
8.03K
$884K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-283- 3.18% |
$27.7K - $32.8K
|
8.61K
$949K
|