Purchases and Sales Made in Q4 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 2024. 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, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
621+ 7.46% |
$65.5K - $77.9K
|
8.95K
$956K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
618+ 16.92% |
$65.2K - $77.5K
|
4.27K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
617+ 4.51% |
$65.1K - $77.4K
|
14.3K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
616+ 21.67% |
$65K - $77.2K
|
3.46K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
607+ 1.2% |
$64K - $76.1K
|
51.1K
$5.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
604+ 1.08% |
$63.7K - $75.7K
|
56.4K
$6.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
602+ 2.22% |
$63.5K - $75.5K
|
27.7K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
598+ 7.83% |
$63.1K - $75K
|
8.23K
$880K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
593+ 5.26% |
$62.6K - $74.3K
|
11.9K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
592+ 1.24% |
$62.5K - $74.2K
|
48.3K
$5.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
587+ 0.65% |
$61.9K - $73.6K
|
90.4K
$9.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
581+ 1.74% |
$61.3K - $72.8K
|
33.9K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
576+ 0.48% |
$60.8K - $72.2K
|
120K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
572+ 8.29% |
$60.4K - $71.7K
|
7.47K
$798K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
570+ 1.84% |
$60.1K - $71.5K
|
31.5K
$3.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
549+ 1.23% |
$57.9K - $68.8K
|
45.2K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
543+ 14.94% |
$57.3K - $68.1K
|
4.18K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
543+ 1.05% |
$57.3K - $68.1K
|
52.4K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
541+ 3.51% |
$57.1K - $67.8K
|
15.9K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
541+ 1.76% |
$57.1K - $67.8K
|
31.2K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
537+ 18.02% |
$56.7K - $67.3K
|
3.52K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
524+ 6.75% |
$55.3K - $65.7K
|
8.28K
$885K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
519+ 23.61% |
$54.8K - $65.1K
|
2.72K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
518+ 23.07% |
$54.7K - $64.9K
|
2.76K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
517+ 2.11% |
$54.5K - $64.8K
|
25K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
511+ 0.61% |
$53.9K - $64.1K
|
84.1K
$8.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
511+ 1.1% |
$53.9K - $64.1K
|
47.2K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
510+ 9.23% |
$53.8K - $63.9K
|
6.04K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
509+ 0.61% |
$53.7K - $63.8K
|
83.6K
$8.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
503New |
$53.1K - $63.1K
|
503
$53.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
500+ 14.06% |
$52.8K - $62.7K
|
4.06K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
500+ 7.94% |
$52.8K - $62.7K
|
6.8K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
498+ 25.37% |
$52.5K - $62.4K
|
2.46K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
497+ 4.44% |
$52.4K - $62.3K
|
11.7K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
494+ 2.57% |
$52.1K - $61.9K
|
19.7K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
493+ 3.15% |
$52K - $61.8K
|
16.2K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
489+ 4.24% |
$51.6K - $61.3K
|
12K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
488+ 5.22% |
$51.5K - $61.2K
|
9.84K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
486+ 0.84% |
$51.3K - $60.9K
|
58.6K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
484+ 0.81% |
$51.1K - $60.7K
|
60.3K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
475+ 0.94% |
$50.1K - $59.6K
|
50.9K
$5.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
469+ 10.42% |
$49.5K - $58.8K
|
4.97K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
467+ 1.92% |
$49.3K - $58.5K
|
24.8K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
464+ 16.22% |
$49K - $58.2K
|
3.32K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
464+ 1.47% |
$49K - $58.2K
|
32.1K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
463+ 13.84% |
$48.9K - $58K
|
3.81K
$407K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
461+ 3.56% |
$48.6K - $57.8K
|
13.4K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
456+ 26.03% |
$48.1K - $57.2K
|
2.21K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
450+ 0.9% |
$47.5K - $56.4K
|
50.6K
$5.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
449New |
$47.4K - $56.3K
|
449
$48K
|