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 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
19.6KNew |
$1.92M - $2.27M
|
19.6K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
19.6K+ 3.98% |
$1.92M - $2.27M
|
512K
$55.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
19.3KNew |
$1.9M - $2.24M
|
19.3K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.89M - $2.24M
|
19.3K
$2.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
19.2K+ 39.17% |
$1.88M - $2.23M
|
68.3K
$7.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
19.2K+ 5.47% |
$1.88M - $2.22M
|
370K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
19KNew |
$1.86M - $2.2M
|
19K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
19KNew |
$1.86M - $2.2M
|
19K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
19K+ 7.17% |
$1.86M - $2.2M
|
283K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
18.8KNew |
$1.85M - $2.18M
|
18.8K
$2.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
18.8K+ 4.2% |
$1.85M - $2.18M
|
467K
$50.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
18.6KNew |
$1.82M - $2.16M
|
18.6K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.5KNew |
$1.81M - $2.14M
|
18.5K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18.4KNew |
$1.8M - $2.13M
|
18.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.78M - $2.11M
|
18.2K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18.1KNew |
$1.78M - $2.1M
|
18.1K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18.1K+ 105.24% |
$1.78M - $2.1M
|
35.4K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
17.6K+ 8.85% |
$1.73M - $2.04M
|
217K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
17.4K+ 7.7% |
$1.7M - $2.01M
|
243K
$26.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
17.3K+ 81.83% |
$1.69M - $2M
|
38.4K
$4.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
17.2KNew |
$1.69M - $2M
|
17.2K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
17.1KNew |
$1.68M - $1.98M
|
17.1K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
17.1K+ 7.27% |
$1.67M - $1.98M
|
252K
$27.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
17.1K+ 14.34% |
$1.67M - $1.98M
|
136K
$14.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
17.1K+ 390.28% |
$1.67M - $1.98M
|
21.4K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
17K+ 425.0% |
$1.67M - $1.97M
|
21K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
16.6KNew |
$1.63M - $1.93M
|
16.6K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
16.5K+ 40.96% |
$1.62M - $1.92M
|
56.9K
$6.12M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$1.62M - $1.91M
|
16.5K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16.4KNew |
$1.61M - $1.9M
|
16.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
16.4KNew |
$1.6M - $1.9M
|
16.4K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.3KNew |
$1.6M - $1.89M
|
16.3K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
16.2K+ 139.97% |
$1.59M - $1.87M
|
27.7K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.1K+ 12.75% |
$1.58M - $1.87M
|
143K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
16.1KNew |
$1.58M - $1.87M
|
16.1K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
16K+ 50.41% |
$1.57M - $1.85M
|
47.6K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
15.8K+ 8.68% |
$1.55M - $1.83M
|
198K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
15.8KNew |
$1.55M - $1.83M
|
15.8K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
15.8KNew |
$1.55M - $1.83M
|
15.8K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
15.8K+ 30.33% |
$1.55M - $1.83M
|
67.8K
$7.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
15.8KNew |
$1.55M - $1.83M
|
15.8K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
15.5KNew |
$1.52M - $1.8M
|
15.5K
$1.67M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
15.4KNew |
$1.51M - $1.79M
|
15.4K
$1.66M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15.2K+ 9.26% |
$1.49M - $1.76M
|
179K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
15.1KNew |
$1.48M - $1.74M
|
15.1K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
15K+ 36.36% |
$1.47M - $1.73M
|
56.1K
$6.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
14.8KNew |
$1.45M - $1.72M
|
14.8K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.6K+ 364.76% |
$1.43M - $1.69M
|
18.6K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
14.5K+ 8448.26% |
$1.42M - $1.68M
|
14.7K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
14.5KNew |
$1.42M - $1.68M
|
14.5K
$1.56M
|