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 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-7.11K- 10.53% |
$697K - $824K
|
60.4K
$6.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.14K- 6.03% |
$700K - $827K
|
111K
$12.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.19K- 30.87% |
$705K - $832K
|
16.1K
$1.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-7.2K- 31.78% |
$706K - $834K
|
15.5K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-7.31K- 11.89% |
$717K - $847K
|
54.2K
$6.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-7.41K- 35.55% |
$727K - $858K
|
13.4K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7.44K- 3.29% |
$729K - $862K
|
219K
$25.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.48K- 5.83% |
$734K - $867K
|
121K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.58K- 2.22% |
$743K - $878K
|
333K
$38.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.58K- 63.77% |
$743K - $878K
|
4.31K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.75K- 61.31% |
$760K - $898K
|
4.89K
$565K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-7.79K- 11.91% |
$764K - $902K
|
57.6K
$6.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.83K- 3.73% |
$768K - $907K
|
202K
$23.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-7.93K- 4.3% |
$777K - $918K
|
176K
$20.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.05K- 3.04% |
$790K - $933K
|
257K
$29.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.07K- 20.41% |
$792K - $935K
|
31.5K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-8.18K- 31.34% |
$802K - $947K
|
17.9K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-8.2K- 7.23% |
$804K - $950K
|
105K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-8.21K- 44.51% |
$805K - $951K
|
10.2K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.22K- 8.5% |
$806K - $952K
|
88.4K
$10.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-8.27K- 4.97% |
$811K - $958K
|
158K
$18.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-8.29K- 29.33% |
$813K - $960K
|
20K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-8.33K- 22.35% |
$817K - $965K
|
28.9K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.36K- 68.75% |
$820K - $968K
|
3.8K
$439K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-8.37K- 16.38% |
$821K - $970K
|
42.7K
$4.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-8.46K- 50.0% |
$830K - $980K
|
8.46K
$977K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-8.49K- 68.26% |
$832K - $983K
|
3.95K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.5K- 8.34% |
$833K - $984K
|
93.4K
$10.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-8.61K- 71.18% |
$844K - $997K
|
3.49K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.71K- 18.43% |
$854K - $1.01M
|
38.5K
$4.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.81K- 6.18% |
$864K - $1.02M
|
134K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.86K- 2.3% |
$869K - $1.03M
|
377K
$43.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.9K- 1.26% |
$872K - $1.03M
|
696K
$80.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.92K- 9.02% |
$875K - $1.03M
|
90K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.95K- 37.19% |
$878K - $1.04M
|
15.1K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-9.16K- 0.4% |
$899K - $1.06M
|
2.29M
$265M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-9.33K- 27.4% |
$915K - $1.08M
|
24.7K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.4K- 11.47% |
$922K - $1.09M
|
72.6K
$8.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.41K- 8.42% |
$923K - $1.09M
|
102K
$11.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.42K- 24.39% |
$923K - $1.09M
|
29.2K
$3.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-9.5K- 44.3% |
$931K - $1.1M
|
11.9K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-9.56K- 21.77% |
$937K - $1.11M
|
34.3K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.69K- 1.05% |
$950K - $1.12M
|
909K
$105M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-9.7K- 11.21% |
$951K - $1.12M
|
76.8K
$8.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-9.73K- 50.4% |
$954K - $1.13M
|
9.57K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-10.2K- 61.14% |
$1M - $1.19M
|
6.51K
$752K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-10.3K- 4.42% |
$1.01M - $1.19M
|
222K
$25.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.3K- 10.78% |
$1.01M - $1.19M
|
85K
$9.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-10.3K- 25.42% |
$1.01M - $1.19M
|
30.2K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-10.3K- 19.93% |
$1.01M - $1.2M
|
41.5K
$4.8M
|