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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.32K+ 16.3% |
$456K - $542K
|
30.8K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.32KNew |
$455K - $541K
|
4.32K
$484K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
4.3K+ 1.77% |
$454K - $539K
|
247K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.28KNew |
$452K - $537K
|
4.28K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.28K+ 16.12% |
$451K - $536K
|
30.8K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.25KNew |
$448K - $533K
|
4.25K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
4.23K+ 9.92% |
$446K - $530K
|
46.8K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.22KNew |
$445K - $529K
|
4.22K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.21K+ 93.12% |
$444K - $528K
|
8.74K
$980K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
4.2KNew |
$443K - $527K
|
4.2K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.2KNew |
$443K - $526K
|
4.2K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.18KNew |
$441K - $524K
|
4.18K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4.17KNew |
$440K - $523K
|
4.17K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.17K+ 3.01% |
$440K - $523K
|
143K
$16M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.17K+ 22.9% |
$439K - $522K
|
22.3K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.16K+ 95.74% |
$439K - $522K
|
8.51K
$954K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.15KNew |
$438K - $520K
|
4.15K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.14KNew |
$436K - $518K
|
4.14K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.12K+ 14.63% |
$434K - $516K
|
32.3K
$3.62M
|
|
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
4.12KNew |
$434K - $516K
|
4.12K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
4.1KNew |
$432K - $514K
|
4.1K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
4.09K+ 9.36% |
$432K - $513K
|
47.8K
$5.36M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.06KNew |
$428K - $509K
|
4.06K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
4.05K+ 57.81% |
$427K - $508K
|
11.1K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.02K+ 47.96% |
$424K - $504K
|
12.4K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 9.41% |
$423K - $503K
|
46.7K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
4.01KNew |
$423K - $502K
|
4.01K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4K+ 8.62% |
$422K - $501K
|
50.4K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4K+ 1.64% |
$422K - $501K
|
248K
$27.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.99KNew |
$421K - $500K
|
3.99K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.99KNew |
$421K - $500K
|
3.99K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.98K+ 4.07% |
$420K - $499K
|
102K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.98KNew |
$420K - $499K
|
3.98K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
3.98KNew |
$420K - $499K
|
3.98K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98KNew |
$420K - $498K
|
3.98K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.97KNew |
$419K - $498K
|
3.97K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.96KNew |
$418K - $497K
|
3.96K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.95K+ 79.0% |
$417K - $495K
|
8.95K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.95K+ 10.2% |
$417K - $495K
|
42.7K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.93KNew |
$414K - $492K
|
3.93K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.92KNew |
$414K - $492K
|
3.92K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.92K+ 9.37% |
$414K - $492K
|
45.8K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.91K+ 57.46% |
$412K - $490K
|
10.7K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.87KNew |
$409K - $486K
|
3.87K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.86K+ 68.01% |
$407K - $484K
|
9.54K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.86K+ 46.8% |
$407K - $484K
|
12.1K
$1.36M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
3.83K+ 17.08% |
$404K - $480K
|
26.3K
$2.95M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.82K+ 20.07% |
$403K - $479K
|
22.9K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.82K+ 0.57% |
$403K - $479K
|
674K
$75.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.82KNew |
$403K - $479K
|
3.82K
$428K
|