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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.83K- 16.78% |
$277K - $327K
|
14K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.83K- 0.54% |
$277K - $328K
|
523K
$58.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 6.44% |
$278K - $328K
|
41.2K
$4.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.94K- 15.8% |
$288K - $340K
|
15.7K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.98K- 36.4% |
$292K - $345K
|
5.2K
$584K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.98K- 5.86% |
$292K - $345K
|
47.9K
$5.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3K- 6.06% |
$294K - $348K
|
46.5K
$5.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.01K- 48.03% |
$295K - $348K
|
3.25K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.04K- 37.57% |
$298K - $352K
|
5.05K
$567K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-3.05K- 57.93% |
$299K - $353K
|
2.21K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 1.66% |
$301K - $355K
|
182K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.08K- 50.72% |
$302K - $357K
|
2.99K
$336K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.08K- 30.67% |
$302K - $357K
|
6.97K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.09K- 1.3% |
$303K - $358K
|
235K
$26.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.12K- 5.32% |
$306K - $361K
|
55.4K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.15K- 6.55% |
$308K - $364K
|
44.9K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.15K- 68.87% |
$308K - $364K
|
1.42K
$160K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-3.16K- 1.76% |
$310K - $366K
|
176K
$19.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-3.19K- 41.63% |
$313K - $370K
|
4.48K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.21K- 14.32% |
$314K - $371K
|
19.2K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.21K- 3.42% |
$314K - $371K
|
90.6K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-3.21K- 10.03% |
$315K - $372K
|
28.8K
$3.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.23K- 4.3% |
$316K - $374K
|
71.9K
$8.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-3.23K- 4.9% |
$317K - $374K
|
62.7K
$7.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-3.25K- 12.9% |
$319K - $377K
|
22K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.27K- 50.81% |
$321K - $379K
|
3.17K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.3K- 3.16% |
$324K - $382K
|
101K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.3K- 4.35% |
$324K - $383K
|
72.6K
$8.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.32K- 4.25% |
$325K - $384K
|
74.7K
$8.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.35K- 8.08% |
$328K - $387K
|
38.1K
$4.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 11.61% |
$331K - $391K
|
25.7K
$2.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.39K- 1.06% |
$332K - $393K
|
317K
$35.7M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.41K- 0.03% |
$335K - $395K
|
13.2M
$1.48B
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.43K- 2.5% |
$336K - $397K
|
134K
$15M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.43K- 5.37% |
$337K - $398K
|
60.5K
$6.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.45K- 54.72% |
$338K - $399K
|
2.85K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.45K- 25.08% |
$338K - $399K
|
10.3K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-3.47K- 10.78% |
$340K - $401K
|
28.7K
$3.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-3.49K- 1.07% |
$342K - $404K
|
323K
$36.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.55K- 26.52% |
$348K - $411K
|
9.84K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.56K- 2.0% |
$349K - $412K
|
174K
$19.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.58K- 11.39% |
$351K - $414K
|
27.8K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.66K- 2.12% |
$359K - $424K
|
169K
$19M
|
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
SELL
|
- |
-3.7K- 3.75% |
$363K - $429K
|
95K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.71K- 2.49% |
$364K - $429K
|
145K
$16.3M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.78K- 3.99% |
$371K - $438K
|
91.1K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-3.79K- 2.69% |
$372K - $439K
|
137K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-3.79K- 22.4% |
$372K - $439K
|
13.1K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-3.8K- 0.5% |
$372K - $440K
|
755K
$84.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.83K- 6.96% |
$375K - $443K
|
51.1K
$5.74M
|