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 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-617- 8.59% |
$60.5K - $71.5K
|
6.56K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-617- 2.74% |
$60.5K - $71.5K
|
21.9K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-619- 6.62% |
$60.7K - $71.7K
|
8.73K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-619- 3.21% |
$60.7K - $71.7K
|
18.7K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-621- 0.47% |
$60.9K - $71.9K
|
133K
$14.4M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-624- 1.62% |
$61.2K - $72.3K
|
37.9K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-625- 2.47% |
$61.3K - $72.4K
|
24.7K
$2.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-626- 4.73% |
$61.4K - $72.5K
|
12.6K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-628- 9.85% |
$61.6K - $72.7K
|
5.75K
$625K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-628- 9.94% |
$61.6K - $72.7K
|
5.69K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-632- 3.92% |
$62K - $73.2K
|
15.5K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-634- 6.28% |
$62.2K - $73.4K
|
9.45K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-636- 1.67% |
$62.4K - $73.7K
|
37.5K
$4.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-637- 0.2% |
$62.5K - $73.8K
|
311K
$33.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-638- 2.25% |
$62.6K - $73.9K
|
27.7K
$3.01M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-641- 11.39% |
$62.9K - $74.2K
|
4.99K
$542K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-644- 11.61% |
$63.1K - $74.6K
|
4.9K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-645- 0.24% |
$63.2K - $74.7K
|
264K
$28.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-646- 1.74% |
$63.3K - $74.8K
|
36.4K
$3.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-653- 3.02% |
$64K - $75.6K
|
21K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-653- 3.45% |
$64K - $75.6K
|
18.3K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-653- 6.26% |
$64K - $75.6K
|
9.77K
$1.06M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-654- 11.46% |
$64.1K - $75.8K
|
5.05K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-656- 6.44% |
$64.3K - $76K
|
9.53K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-657- 2.63% |
$64.4K - $76.1K
|
24.4K
$2.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-666- 10.0% |
$65.3K - $77.1K
|
5.99K
$652K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-666- 19.53% |
$65.3K - $77.1K
|
2.75K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-669- 15.97% |
$65.6K - $77.5K
|
3.52K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-670- 2.28% |
$65.7K - $77.6K
|
28.7K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-670- 3.29% |
$65.7K - $77.6K
|
19.7K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-671- 3.45% |
$65.8K - $77.7K
|
18.8K
$2.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-678- 1.12% |
$66.5K - $78.5K
|
60K
$6.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-678- 3.96% |
$66.5K - $78.5K
|
16.4K
$1.79M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-678- 3.64% |
$66.5K - $78.5K
|
17.9K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-679- 5.08% |
$66.6K - $78.6K
|
12.7K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-681- 3.8% |
$66.8K - $78.9K
|
17.2K
$1.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-684- 12.61% |
$67.1K - $79.2K
|
4.74K
$515K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-686- 0.77% |
$67.3K - $79.5K
|
88.3K
$9.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-686- 0.63% |
$67.3K - $79.5K
|
108K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-691- 6.58% |
$67.8K - $80K
|
9.82K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-693- 8.81% |
$67.9K - $80.3K
|
7.18K
$780K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-696- 5.85% |
$68.2K - $80.6K
|
11.2K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.06% |
$68.6K - $81.1K
|
1.1M
$119M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-700- 1.13% |
$68.6K - $81.1K
|
61.1K
$6.65M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-702- 1.13% |
$68.8K - $81.3K
|
61.6K
$6.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-706- 1.08% |
$69.2K - $81.8K
|
64.9K
$7.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-707- 2.4% |
$69.3K - $81.9K
|
28.7K
$3.13M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-707- 2.4% |
$69.3K - $81.9K
|
28.7K
$3.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-713- 25.97% |
$69.9K - $82.6K
|
2.03K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-715- 1.71% |
$70.1K - $82.8K
|
41.1K
$4.47M
|