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 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.2K- 6.8% |
$118K - $139K
|
16.5K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 2.84% |
$118K - $139K
|
41.1K
$4.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.12% |
$118K - $139K
|
28K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.21K- 2.37% |
$118K - $140K
|
49.7K
$5.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.21K- 4.88% |
$118K - $140K
|
23.5K
$2.57M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.22K- 25.01% |
$120K - $141K
|
3.66K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.23K- 4.04% |
$120K - $142K
|
29.2K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1.24K- 7.01% |
$122K - $144K
|
16.5K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.24K- 7.14% |
$122K - $144K
|
16.2K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.25K- 1.2% |
$122K - $145K
|
103K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.26K- 8.89% |
$123K - $145K
|
12.9K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.27K- 3.13% |
$124K - $147K
|
39.3K
$4.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 4.61% |
$125K - $147K
|
26.3K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.28K- 1.47% |
$125K - $148K
|
85.2K
$9.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.28K- 13.12% |
$126K - $148K
|
8.49K
$930K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.29K- 7.42% |
$126K - $149K
|
16.1K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.3K- 9.25% |
$127K - $150K
|
12.7K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.3K- 1.04% |
$127K - $151K
|
124K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.3K- 32.95% |
$128K - $151K
|
2.65K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.3K- 24.49% |
$128K - $151K
|
4.02K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.31K- 1.37% |
$128K - $152K
|
94.2K
$10.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.31K- 3.34% |
$129K - $152K
|
37.9K
$4.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.31K- 9.73% |
$129K - $152K
|
12.2K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.32K- 0.95% |
$129K - $153K
|
137K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.33K- 0.25% |
$131K - $155K
|
530K
$58M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.34K- 15.05% |
$131K - $155K
|
7.54K
$825K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.35K- 1.4% |
$132K - $156K
|
94.9K
$10.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.36K- 10.38% |
$133K - $157K
|
11.7K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.36K- 8.04% |
$133K - $157K
|
15.5K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.38K- 6.18% |
$136K - $160K
|
21K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.39K- 17.33% |
$136K - $161K
|
6.63K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.4K- 42.5% |
$137K - $162K
|
1.89K
$207K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.42K- 4.62% |
$139K - $164K
|
29.3K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.42K- 0.59% |
$139K - $164K
|
238K
$26M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.43K- 3.7% |
$140K - $166K
|
37.3K
$4.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 2.22% |
$142K - $167K
|
63.8K
$6.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.45K- 1.23% |
$142K - $167K
|
116K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 35.89% |
$143K - $169K
|
2.6K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.46K- 0.7% |
$143K - $169K
|
208K
$22.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.47K- 4.68% |
$144K - $170K
|
29.9K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 6.49% |
$144K - $170K
|
21.2K
$2.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 1.75% |
$146K - $172K
|
83.8K
$9.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.49K- 8.52% |
$146K - $173K
|
16K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 2.38% |
$147K - $173K
|
61.4K
$6.73M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.5K- 6.52% |
$147K - $174K
|
21.5K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.5K- 9.68% |
$147K - $174K
|
14K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.5K- 7.16% |
$147K - $174K
|
19.5K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.51K- 14.32% |
$148K - $175K
|
9.05K
$991K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.52K- 0.09% |
$149K - $176K
|
1.66M
$181M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.52K- 3.95% |
$149K - $176K
|
37K
$4.05M
|