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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
284+ 13.95% |
$30K - $35.6K
|
2.32K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
284+ 2.03% |
$30K - $35.6K
|
14.3K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
284+ 3.04% |
$30K - $35.6K
|
9.64K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
276+ 3.13% |
$29.1K - $34.6K
|
9.09K
$989K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
276+ 8.26% |
$29.1K - $34.6K
|
3.62K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
272+ 8.59% |
$28.7K - $34.1K
|
3.44K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
271+ 14.71% |
$28.6K - $34K
|
2.11K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
270+ 10.91% |
$28.5K - $33.8K
|
2.75K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
266+ 14.02% |
$28.1K - $33.3K
|
2.16K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
266+ 0.83% |
$28.1K - $33.3K
|
32.1K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
264+ 1.62% |
$27.9K - $33.1K
|
16.6K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
263+ 3.59% |
$27.7K - $33K
|
7.59K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
262+ 1.06% |
$27.6K - $32.8K
|
25K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
256+ 4.11% |
$27K - $32.1K
|
6.48K
$706K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
254+ 1.01% |
$26.8K - $31.8K
|
25.4K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
253+ 5.74% |
$26.7K - $31.7K
|
4.66K
$508K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 0.29% |
$26.4K - $31.3K
|
85.4K
$9.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
250+ 7.78% |
$26.4K - $31.3K
|
3.46K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
249+ 3.03% |
$26.3K - $31.2K
|
8.46K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
247+ 3.02% |
$26.1K - $31K
|
8.44K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
244+ 7.85% |
$25.7K - $30.6K
|
3.35K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
244+ 4.22% |
$25.7K - $30.6K
|
6.02K
$656K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
243+ 0.64% |
$25.6K - $30.5K
|
38.2K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
241+ 3.58% |
$25.4K - $30.2K
|
6.97K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
239+ 32.25% |
$25.2K - $30K
|
980
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
237+ 0.76% |
$25K - $29.7K
|
31.2K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
233+ 0.87% |
$24.6K - $29.2K
|
27.1K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
232+ 2.99% |
$24.5K - $29.1K
|
8K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 1.92% |
$24.5K - $29.1K
|
12.3K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
232+ 9.12% |
$24.5K - $29.1K
|
2.78K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
231+ 6.29% |
$24.4K - $29K
|
3.9K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
230+ 13.33% |
$24.3K - $28.8K
|
1.96K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
228+ 49.14% |
$24.1K - $28.6K
|
692
$75.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
227+ 9.96% |
$24K - $28.5K
|
2.51K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
226+ 2.47% |
$23.8K - $28.3K
|
9.39K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
226+ 8.47% |
$23.8K - $28.3K
|
2.89K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
220+ 0.56% |
$23.2K - $27.6K
|
39.3K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
219+ 0.74% |
$23.1K - $27.5K
|
29.7K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
215+ 1.61% |
$22.7K - $27K
|
13.6K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
210+ 2.23% |
$22.2K - $26.3K
|
9.61K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
210+ 11.92% |
$22.2K - $26.3K
|
1.97K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
208+ 0.34% |
$21.9K - $26.1K
|
60.8K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
207+ 0.3% |
$21.8K - $26K
|
69.9K
$7.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
207+ 13.22% |
$21.8K - $26K
|
1.77K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
207+ 1.01% |
$21.8K - $26K
|
20.8K
$2.26M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
205+ 0.4% |
$21.6K - $25.7K
|
51.5K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
205+ 1.82% |
$21.6K - $25.7K
|
11.4K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
205+ 0.36% |
$21.6K - $25.7K
|
57.2K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
204+ 2.66% |
$21.5K - $25.6K
|
7.88K
$858K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
203+ 0.37% |
$21.4K - $25.5K
|
55.6K
$6.06M
|