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
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
284+ 2.03% |
$30K - $35.6K
|
14.3K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
284+ 3.04% |
$30K - $35.6K
|
9.64K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
282+ 5.03% |
$29.8K - $35.4K
|
5.89K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
276+ 3.13% |
$29.1K - $34.6K
|
9.09K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
276+ 8.26% |
$29.1K - $34.6K
|
3.62K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
274+ 5.76% |
$28.9K - $34.4K
|
5.03K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
272+ 8.59% |
$28.7K - $34.1K
|
3.44K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
271+ 14.71% |
$28.6K - $34K
|
2.11K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
270+ 10.91% |
$28.5K - $33.8K
|
2.75K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
269+ 2.64% |
$28.4K - $33.7K
|
10.5K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
268+ 4.31% |
$28.3K - $33.6K
|
6.49K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
266+ 14.02% |
$28.1K - $33.3K
|
2.16K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
266+ 0.83% |
$28.1K - $33.3K
|
32.1K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
266+ 19.42% |
$28.1K - $33.3K
|
1.64K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
264+ 1.62% |
$27.9K - $33.1K
|
16.6K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
264+ 4.67% |
$27.9K - $33.1K
|
5.92K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
263+ 3.59% |
$27.7K - $33K
|
7.59K
$852K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
262+ 1.06% |
$27.6K - $32.8K
|
25K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
260+ 0.48% |
$27.4K - $32.6K
|
54.3K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
256+ 4.11% |
$27K - $32.1K
|
6.48K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
256+ 13.81% |
$27K - $32.1K
|
2.11K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
254+ 1.01% |
$26.8K - $31.8K
|
25.4K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
253+ 5.74% |
$26.7K - $31.7K
|
4.66K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
253+ 36.25% |
$26.7K - $31.7K
|
951
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 0.29% |
$26.4K - $31.3K
|
85.4K
$9.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
250+ 7.78% |
$26.4K - $31.3K
|
3.46K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
249+ 3.03% |
$26.3K - $31.2K
|
8.46K
$949K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
249+ 2.79% |
$26.3K - $31.2K
|
9.16K
$1.03M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
248+ 2.06% |
$26.2K - $31.1K
|
12.3K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
247+ 3.02% |
$26.1K - $31K
|
8.44K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
244+ 7.85% |
$25.7K - $30.6K
|
3.35K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
244+ 4.22% |
$25.7K - $30.6K
|
6.02K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
243+ 0.64% |
$25.6K - $30.5K
|
38.2K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
241+ 3.58% |
$25.4K - $30.2K
|
6.97K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
239+ 32.25% |
$25.2K - $30K
|
980
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
237+ 0.76% |
$25K - $29.7K
|
31.2K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
235+ 7.06% |
$24.8K - $29.5K
|
3.57K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
233+ 0.87% |
$24.6K - $29.2K
|
27.1K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
232+ 2.99% |
$24.5K - $29.1K
|
8K
$897K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 1.92% |
$24.5K - $29.1K
|
12.3K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
232+ 9.12% |
$24.5K - $29.1K
|
2.78K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
231+ 6.29% |
$24.4K - $29K
|
3.9K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
231+ 1.7% |
$24.4K - $29K
|
13.8K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
230+ 13.33% |
$24.3K - $28.8K
|
1.96K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
229+ 10.84% |
$24.2K - $28.7K
|
2.34K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
228+ 49.14% |
$24.1K - $28.6K
|
692
$77.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
228+ 5.25% |
$24.1K - $28.6K
|
4.57K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
228+ 0.96% |
$24.1K - $28.6K
|
24K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
228New |
$24.1K - $28.6K
|
228
$25.6K
|