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
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.32% |
$152K - $179K
|
115K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.55K- 11.49% |
$152K - $179K
|
11.9K
$1.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.57K- 4.34% |
$153K - $181K
|
34.5K
$3.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.57K- 13.79% |
$154K - $182K
|
9.83K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.57K- 4.99% |
$154K - $182K
|
29.9K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.58K- 3.01% |
$155K - $183K
|
50.9K
$5.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.58K- 5.84% |
$155K - $183K
|
25.5K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 2.28% |
$155K - $184K
|
68K
$7.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.59K- 3.05% |
$156K - $184K
|
50.5K
$5.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.59K- 1.83% |
$156K - $185K
|
85.4K
$9.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.59K- 2.04% |
$156K - $185K
|
76.4K
$8.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.6K- 35.96% |
$156K - $185K
|
2.84K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 4.66% |
$157K - $185K
|
32.7K
$3.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.6K- 1.09% |
$157K - $185K
|
145K
$15.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.6K- 8.63% |
$157K - $185K
|
16.9K
$1.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.6K- 1.58% |
$157K - $185K
|
99.8K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-1.6K- 6.34% |
$157K - $186K
|
23.7K
$2.55M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.61K- 2.91% |
$158K - $186K
|
53.7K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.61K- 5.37% |
$158K - $186K
|
28.4K
$3.05M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.62K- 3.8% |
$159K - $188K
|
41K
$4.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.62K- 23.05% |
$159K - $188K
|
5.41K
$583K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.62K- 11.38% |
$159K - $188K
|
12.6K
$1.36M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.62K- 11.38% |
$159K - $188K
|
12.6K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.64K- 6.98% |
$161K - $190K
|
21.9K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.64K- 3.14% |
$161K - $190K
|
50.6K
$5.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.65K- 4.19% |
$162K - $191K
|
37.8K
$4.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.66K- 26.71% |
$162K - $192K
|
4.54K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.66K- 11.4% |
$162K - $192K
|
12.9K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.68K- 0.89% |
$164K - $194K
|
187K
$20.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.68K- 18.55% |
$165K - $194K
|
7.37K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.68K- 0.76% |
$165K - $195K
|
221K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.68K- 8.63% |
$165K - $195K
|
17.8K
$1.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.69K- 1.31% |
$166K - $196K
|
128K
$13.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.7K- 9.04% |
$166K - $197K
|
17.1K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.7K- 14.31% |
$167K - $197K
|
10.2K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 94.4% |
$167K - $197K
|
101
$10.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.71K- 6.15% |
$167K - $197K
|
26K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.71K- 1.68% |
$167K - $197K
|
99.5K
$10.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.71K- 3.67% |
$168K - $198K
|
45K
$4.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.72K- 10.51% |
$168K - $199K
|
14.6K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-1.72K- 7.82% |
$169K - $199K
|
20.3K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.73K- 2.95% |
$169K - $200K
|
56.9K
$6.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.74K- 6.14% |
$170K - $201K
|
26.5K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.74K- 6.9% |
$170K - $201K
|
23.4K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.74K- 2.79% |
$170K - $201K
|
60.5K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.74K- 10.27% |
$170K - $201K
|
15.2K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-1.74K- 7.85% |
$171K - $202K
|
20.5K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.75K- 0.35% |
$171K - $202K
|
496K
$53.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.76K- 1.09% |
$172K - $204K
|
159K
$17.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.76K- 5.39% |
$172K - $204K
|
30.9K
$3.33M
|