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 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.25K- 10.75% |
$221K - $261K
|
18.7K
$2.01M
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.27K- 31.37% |
$222K - $263K
|
4.96K
$534K
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.27K- 3.75% |
$223K - $263K
|
58.4K
$6.29M
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.28K- 43.68% |
$223K - $264K
|
2.94K
$316K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.28K- 0.78% |
$223K - $264K
|
292K
$31.4M
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 4.19% |
$224K - $265K
|
52.3K
$5.64M
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.29K- 9.93% |
$225K - $265K
|
20.8K
$2.24M
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.3K- 51.24% |
$226K - $267K
|
2.19K
$236K
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.31K- 24.94% |
$227K - $268K
|
6.96K
$749K
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.34K- 18.38% |
$229K - $270K
|
10.4K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.34K- 0.72% |
$229K - $271K
|
321K
$34.6M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.34K- 9.07% |
$229K - $271K
|
23.4K
$2.53M
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.34K- 18.29% |
$229K - $271K
|
10.5K
$1.13M
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2.34K- 8.86% |
$230K - $271K
|
24.1K
$2.59M
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.35K- 1.11% |
$230K - $272K
|
209K
$22.6M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.37K- 4.92% |
$232K - $274K
|
45.7K
$4.93M
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.38K- 5.8% |
$233K - $275K
|
38.5K
$4.15M
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.39K- 35.19% |
$234K - $277K
|
4.4K
$474K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.39K- 2.36% |
$235K - $277K
|
99.1K
$10.7M
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.43K- 22.82% |
$238K - $281K
|
8.2K
$884K
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-2.44K- 38.69% |
$239K - $282K
|
3.86K
$416K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.48K- 12.71% |
$243K - $288K
|
17.1K
$1.84M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.51K- 3.99% |
$246K - $290K
|
60.3K
$6.5M
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.51K- 6.95% |
$246K - $291K
|
33.7K
$3.63M
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-2.56K- 28.07% |
$251K - $297K
|
6.56K
$707K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.58K- 1.56% |
$253K - $299K
|
163K
$17.6M
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.58K- 0.78% |
$253K - $299K
|
330K
$35.6M
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.59K- 41.33% |
$254K - $300K
|
3.67K
$396K
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-2.64K- 2.7% |
$258K - $305K
|
95.2K
$10.3M
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-2.65K- 11.47% |
$260K - $307K
|
20.4K
$2.2M
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.66K- 1.52% |
$260K - $308K
|
172K
$18.6M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.66K- 7.42% |
$260K - $308K
|
33.1K
$3.57M
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.66K- 1.56% |
$261K - $308K
|
168K
$18.1M
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.66K- 33.85% |
$261K - $309K
|
5.21K
$561K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.68K- 0.6% |
$263K - $310K
|
442K
$47.6M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.69K- 2.2% |
$264K - $312K
|
120K
$12.9M
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.69K- 33.18% |
$264K - $312K
|
5.43K
$585K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.72K- 10.64% |
$267K - $315K
|
22.8K
$2.46M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.73K- 12.73% |
$268K - $317K
|
18.7K
$2.02M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.74K- 4.28% |
$269K - $317K
|
61.3K
$6.6M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.75K- 7.92% |
$269K - $318K
|
31.9K
$3.44M
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-2.75K- 2.72% |
$270K - $319K
|
98.3K
$10.6M
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.75K- 4.85% |
$270K - $319K
|
54K
$5.82M
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.76K- 45.39% |
$271K - $320K
|
3.33K
$358K
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.77KClosed |
$272K - $321K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.8K- 2.0% |
$275K - $325K
|
138K
$14.8M
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.8K- 34.1% |
$275K - $325K
|
5.42K
$584K
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.82K- 11.93% |
$276K - $326K
|
20.8K
$2.24M
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.83K- 16.78% |
$277K - $327K
|
14K
$1.51M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.83K- 0.54% |
$277K - $328K
|
523K
$56.3M
|