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
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 2.44% |
$49K - $57.9K
|
20K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-500- 9.78% |
$49K - $57.9K
|
4.61K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-500- 5.89% |
$49K - $57.9K
|
8K
$870K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-509- 3.88% |
$49.9K - $59K
|
12.6K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-514- 0.89% |
$50.4K - $59.5K
|
57.5K
$6.25M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-516- 0.05% |
$50.6K - $59.8K
|
1.14M
$124M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-517- 11.81% |
$50.7K - $59.9K
|
3.86K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-521- 10.66% |
$51.1K - $60.3K
|
4.37K
$475K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-524- 0.67% |
$51.4K - $60.7K
|
78K
$8.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-525- 3.23% |
$51.5K - $60.8K
|
15.7K
$1.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-528- 6.37% |
$51.8K - $61.2K
|
7.76K
$843K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-528- 6.88% |
$51.8K - $61.2K
|
7.15K
$778K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-530- 17.53% |
$52K - $61.4K
|
2.49K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-534- 4.04% |
$52.4K - $61.9K
|
12.7K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-545- 2.26% |
$53.4K - $63.1K
|
23.6K
$2.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-547- 0.7% |
$53.6K - $63.4K
|
77.7K
$8.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-547- 1.63% |
$53.6K - $63.4K
|
33.1K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-551- 9.45% |
$54K - $63.8K
|
5.28K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-554- 3.03% |
$54.3K - $64.2K
|
17.7K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 21.89% |
$54.5K - $64.4K
|
1.98K
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-564- 1.64% |
$55.3K - $65.3K
|
33.9K
$3.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-565- 8.99% |
$55.4K - $65.4K
|
5.72K
$622K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-565- 4.49% |
$55.4K - $65.4K
|
12K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-567- 9.14% |
$55.6K - $65.7K
|
5.63K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-567- 5.98% |
$55.6K - $65.7K
|
8.92K
$970K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-569- 1.83% |
$55.8K - $65.9K
|
30.5K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-570- 0.85% |
$55.9K - $66K
|
66.4K
$7.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-575- 0.9% |
$56.4K - $66.6K
|
63.1K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-577- 1.31% |
$56.6K - $66.8K
|
43.3K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-580- 19.82% |
$56.9K - $67.2K
|
2.35K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-582- 2.77% |
$57.1K - $67.4K
|
20.5K
$2.23M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-585- 1.73% |
$57.4K - $67.8K
|
33.2K
$3.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-588- 7.2% |
$57.7K - $68.1K
|
7.58K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-590Closed |
$57.8K - $68.3K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-592- 0.7% |
$58K - $68.6K
|
83.7K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-592- 13.71% |
$58K - $68.6K
|
3.73K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-594- 6.44% |
$58.2K - $68.8K
|
8.63K
$938K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-596- 2.23% |
$58.4K - $69K
|
26.1K
$2.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-596- 6.46% |
$58.4K - $69K
|
8.63K
$939K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-599- 12.77% |
$58.7K - $69.4K
|
4.09K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-600- 0.32% |
$58.8K - $69.5K
|
184K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-600- 0.75% |
$58.8K - $69.5K
|
78.9K
$8.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-600- 16.46% |
$58.8K - $69.5K
|
3.05K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-606- 6.74% |
$59.4K - $70.2K
|
8.38K
$912K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-612- 1.95% |
$60K - $70.9K
|
30.7K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-613- 1.73% |
$60.1K - $71K
|
34.9K
$3.79M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-614- 1.58% |
$60.2K - $71.1K
|
38.2K
$4.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-614- 11.44% |
$60.2K - $71.1K
|
4.75K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-614- 2.58% |
$60.2K - $71.1K
|
23.2K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-615- 1.89% |
$60.3K - $71.2K
|
31.9K
$3.47M
|