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 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.03K- 1.99% |
$101K - $119K
|
50.4K
$5.48M
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.03K- 9.33% |
$101K - $119K
|
9.97K
$1.08M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.03K- 0.99% |
$101K - $119K
|
103K
$11.2M
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.03K- 8.0% |
$101K - $119K
|
11.8K
$1.29M
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.03K- 10.12% |
$101K - $119K
|
9.16K
$996K
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.03K- 33.76% |
$101K - $120K
|
2.03K
$221K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.05K- 2.61% |
$103K - $121K
|
39.1K
$4.25M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.05K- 10.59% |
$103K - $122K
|
8.86K
$964K
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.05K- 10.79% |
$103K - $122K
|
8.71K
$947K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.06K- 32.76% |
$104K - $122K
|
2.17K
$236K
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.07K- 3.11% |
$105K - $124K
|
33.5K
$3.64M
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.08K- 9.33% |
$106K - $125K
|
10.5K
$1.14M
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.08K- 5.24% |
$106K - $125K
|
19.6K
$2.13M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.08K- 5.84% |
$106K - $126K
|
17.5K
$1.9M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 0.51% |
$107K - $126K
|
212K
$23.1M
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.09K- 28.13% |
$107K - $126K
|
2.79K
$303K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.09K- 2.68% |
$107K - $126K
|
39.5K
$4.3M
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.09K- 5.45% |
$107K - $127K
|
19K
$2.06M
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 11.48% |
$108K - $127K
|
8.47K
$921K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.1K- 26.0% |
$108K - $128K
|
3.13K
$341K
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.1K- 77.35% |
$108K - $128K
|
323
$35.1K
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 6.31% |
$109K - $128K
|
16.4K
$1.79M
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.11K- 1.24% |
$109K - $129K
|
88.4K
$9.62M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.11K- 3.22% |
$109K - $129K
|
33.4K
$3.63M
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-1.11K- 10.68% |
$109K - $129K
|
9.32K
$1.01M
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.12K- 2.37% |
$109K - $129K
|
46.1K
$5.01M
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.12K- 5.03% |
$110K - $129K
|
21.1K
$2.3M
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.12K- 0.61% |
$110K - $130K
|
183K
$20M
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.12K- 19.06% |
$110K - $130K
|
4.77K
$519K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.13K- 16.62% |
$110K - $130K
|
5.65K
$614K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.13K- 3.91% |
$111K - $131K
|
27.7K
$3.02M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 11.13% |
$111K - $131K
|
9.04K
$983K
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 7.57% |
$112K - $132K
|
14K
$1.52M
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.15K- 1.79% |
$112K - $133K
|
62.9K
$6.84M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 9.15% |
$113K - $133K
|
11.4K
$1.24M
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.15K- 4.92% |
$113K - $133K
|
22.2K
$2.42M
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.15K- 1.39% |
$113K - $133K
|
81.7K
$8.89M
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.16K- 8.84% |
$113K - $134K
|
11.9K
$1.3M
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.17K- 4.87% |
$114K - $135K
|
22.8K
$2.48M
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.17K- 2.71% |
$115K - $136K
|
42K
$4.56M
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.18K- 4.73% |
$115K - $136K
|
23.7K
$2.58M
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.18K- 4.56% |
$115K - $136K
|
24.7K
$2.68M
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.18K- 14.6% |
$116K - $137K
|
6.91K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
SELL
|
- |
-1.18K- 9.86% |
$116K - $137K
|
10.8K
$1.18M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.18K- 7.73% |
$116K - $137K
|
14.1K
$1.54M
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 10.2% |
$118K - $139K
|
10.6K
$1.15M
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.2K- 11.59% |
$118K - $139K
|
9.16K
$996K
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.2K- 6.8% |
$118K - $139K
|
16.5K
$1.79M
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 2.84% |
$118K - $139K
|
41.1K
$4.47M
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.12% |
$118K - $139K
|
28K
$3.05M
|