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 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
7.62K+ 2.87% |
$804K - $955K
|
273K
$30.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
7.5KNew |
$791K - $940K
|
7.5K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.35KNew |
$776K - $922K
|
7.35K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7.07K+ 10.02% |
$746K - $887K
|
77.6K
$8.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.41K+ 34.36% |
$676K - $803K
|
25.1K
$2.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.11K+ 26.62% |
$645K - $766K
|
29.1K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6.01K+ 67.3% |
$634K - $754K
|
14.9K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.69K+ 4.28% |
$601K - $714K
|
139K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.67KNew |
$598K - $711K
|
5.67K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 21.76% |
$585K - $695K
|
31K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.5K+ 28.45% |
$580K - $689K
|
24.8K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.42K+ 2.26% |
$572K - $680K
|
246K
$27.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.29KNew |
$559K - $664K
|
5.29K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.06K+ 6.29% |
$534K - $634K
|
85.5K
$9.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.73K+ 8.34% |
$499K - $592K
|
61.4K
$6.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
4.3K+ 1.77% |
$454K - $539K
|
247K
$27.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
4.2KNew |
$443K - $527K
|
4.2K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.18KNew |
$441K - $524K
|
4.18K
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.16K+ 95.74% |
$439K - $522K
|
8.51K
$948K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.12K+ 14.63% |
$434K - $516K
|
32.3K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 9.41% |
$423K - $503K
|
46.7K
$5.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.98K+ 4.07% |
$420K - $499K
|
102K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.79K+ 43.46% |
$400K - $475K
|
12.5K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.75K+ 18.24% |
$396K - $471K
|
24.3K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.74KNew |
$394K - $469K
|
3.74K
$417K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.72K+ 1.71% |
$392K - $466K
|
221K
$24.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.68KNew |
$388K - $461K
|
3.68K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.68K+ 28.38% |
$388K - $461K
|
16.6K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.67K+ 19.84% |
$387K - $460K
|
22.2K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.5K+ 5.16% |
$369K - $439K
|
71.3K
$7.94M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.42KNew |
$360K - $428K
|
3.42K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.36K+ 6.41% |
$355K - $421K
|
55.8K
$6.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
3.35K+ 2.44% |
$354K - $420K
|
141K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.33KNew |
$351K - $417K
|
3.33K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.32K+ 5.03% |
$350K - $416K
|
69.3K
$7.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.3K+ 183.62% |
$348K - $413K
|
5.09K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.29KNew |
$347K - $412K
|
3.29K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.29K+ 24.85% |
$347K - $412K
|
16.5K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.21KNew |
$339K - $402K
|
3.21K
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.17K+ 30.12% |
$335K - $398K
|
13.7K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.01K+ 13.1% |
$318K - $377K
|
26K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.98K+ 91.92% |
$314K - $374K
|
6.22K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
2.91K+ 3.63% |
$307K - $364K
|
83K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.89K+ 1.89% |
$304K - $362K
|
156K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.87K+ 4.06% |
$303K - $360K
|
73.6K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
2.86K+ 1.48% |
$302K - $359K
|
197K
$21.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.83K+ 7.28% |
$298K - $354K
|
41.6K
$4.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 16.13% |
$294K - $349K
|
20.1K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.74K+ 18.95% |
$289K - $344K
|
17.2K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.7K+ 4.53% |
$285K - $339K
|
62.4K
$6.95M
|