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 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
20+ 0.25% |
$2.11K - $2.51K
|
8.03K
$858K
|
|
Jan 14, 2025
Q4 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
19+ 0.87% |
$2K - $2.38K
|
2.21K
$236K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
19+ 0.03% |
$2K - $2.38K
|
60K
$6.41M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
19+ 0.86% |
$2K - $2.38K
|
2.22K
$237K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
18+ 0.27% |
$1.9K - $2.26K
|
6.76K
$722K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
18+ 0.51% |
$1.9K - $2.26K
|
3.55K
$379K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
17+ 0.17% |
$1.79K - $2.13K
|
10.2K
$1.09M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16+ 0.02% |
$1.69K - $2.01K
|
102K
$10.9M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
16+ 0.13% |
$1.69K - $2.01K
|
12.3K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 0.58% |
$1.48K - $1.76K
|
2.45K
$262K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.37K - $1.63K
|
13
$1.39K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 0.08% |
$1.37K - $1.63K
|
15.5K
$1.66M
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
13+ 0.07% |
$1.37K - $1.63K
|
17.4K
$1.86M
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 0.24% |
$1.27K - $1.5K
|
5.06K
$541K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
12+ 0.25% |
$1.27K - $1.5K
|
4.85K
$518K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
11+ 0.22% |
$1.16K - $1.38K
|
4.94K
$528K
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
11+ 0.19% |
$1.16K - $1.38K
|
5.68K
$606K
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.13% |
$1.16K - $1.38K
|
8.45K
$903K
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
11+ 0.28% |
$1.16K - $1.38K
|
3.9K
$416K
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$950 - $1.13K
|
7.76K
$829K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9+ 0.2% |
$950 - $1.13K
|
4.42K
$472K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
7+ 0.07% |
$739 - $878
|
10.3K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.06% |
$739 - $878
|
10.9K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7+ 0.2% |
$739 - $878
|
3.49K
$373K
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
7+ 0.22% |
$739 - $878
|
3.23K
$345K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.54% |
$739 - $878
|
1.3K
$139K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.17% |
$739 - $878
|
4.24K
$453K
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.25% |
$739 - $878
|
2.84K
$304K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6+ 0.12% |
$633 - $752
|
4.85K
$518K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
6+ 0.07% |
$633 - $752
|
8.94K
$955K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.11% |
$528 - $627
|
4.65K
$497K
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
4+ 0.11% |
$422 - $501
|
3.77K
$403K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.18% |
$422 - $501
|
2.21K
$237K
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$422 - $501
|
22.4K
$2.39M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$422 - $501
|
5.93K
$633K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4+ 0.02% |
$422 - $501
|
18.6K
$1.99M
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.18% |
$422 - $501
|
2.24K
$239K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.15% |
$422 - $501
|
2.61K
$279K
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.16% |
$422 - $501
|
2.58K
$275K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$422 - $501
|
4K
$428K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$317 - $376
|
5.55K
$593K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.15% |
$317 - $376
|
1.98K
$211K
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.06% |
$317 - $376
|
5.35K
$571K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$317 - $376
|
6.48K
$693K
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.04% |
$317 - $376
|
7.71K
$823K
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$317 - $376
|
14.2K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.12% |
$317 - $376
|
2.42K
$258K
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2+ 0.01% |
$211 - $251
|
25.2K
$2.69M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$211 - $251
|
2
$214
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$211 - $251
|
5.32K
$568K
|