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 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
5.16KNew |
$544K - $646K
|
5.16K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.06K+ 6.29% |
$534K - $634K
|
85.5K
$9.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.03K+ 5.15% |
$531K - $631K
|
103K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.94K+ 31.65% |
$521K - $619K
|
20.6K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.92K+ 82.49% |
$519K - $617K
|
10.9K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.87K+ 0.69% |
$514K - $611K
|
707K
$75.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.8K+ 50.24% |
$506K - $602K
|
14.4K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
4.73K+ 55.58% |
$499K - $593K
|
13.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.73K+ 8.34% |
$499K - $592K
|
61.4K
$6.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.71K+ 7.87% |
$497K - $590K
|
64.5K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.67K+ 11.25% |
$492K - $585K
|
46.2K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.63KNew |
$489K - $581K
|
4.63K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.57KNew |
$482K - $572K
|
4.57K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.54KNew |
$479K - $569K
|
4.54K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.49K+ 2.68% |
$474K - $563K
|
172K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.46K+ 44.35% |
$471K - $559K
|
14.5K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.36KNew |
$459K - $546K
|
4.36K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.32K+ 0.25% |
$456K - $542K
|
1.72M
$184M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.32K+ 16.3% |
$456K - $542K
|
30.8K
$3.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
4.3K+ 1.77% |
$454K - $539K
|
247K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
4.2KNew |
$443K - $527K
|
4.2K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.18KNew |
$441K - $524K
|
4.18K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4.17KNew |
$440K - $523K
|
4.17K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.17K+ 22.9% |
$439K - $522K
|
22.3K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.16K+ 95.74% |
$439K - $522K
|
8.51K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.14KNew |
$436K - $518K
|
4.14K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.12K+ 14.63% |
$434K - $516K
|
32.3K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
4.09K+ 9.36% |
$432K - $513K
|
47.8K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 9.41% |
$423K - $503K
|
46.7K
$4.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.98K+ 4.07% |
$420K - $499K
|
102K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
3.98KNew |
$420K - $499K
|
3.98K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98KNew |
$420K - $498K
|
3.98K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.96KNew |
$418K - $497K
|
3.96K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.95K+ 10.2% |
$417K - $495K
|
42.7K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.93KNew |
$414K - $492K
|
3.93K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.92KNew |
$414K - $492K
|
3.92K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.91K+ 57.46% |
$412K - $490K
|
10.7K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.87KNew |
$409K - $486K
|
3.87K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.86K+ 46.8% |
$407K - $484K
|
12.1K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.82K+ 0.57% |
$403K - $479K
|
674K
$72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.81K+ 27.57% |
$402K - $478K
|
17.6K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.79K+ 43.46% |
$400K - $475K
|
12.5K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.78KNew |
$399K - $474K
|
3.78K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76KNew |
$396K - $471K
|
3.76K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.75K+ 18.24% |
$396K - $471K
|
24.3K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.74KNew |
$394K - $469K
|
3.74K
$399K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.72K+ 1.71% |
$392K - $466K
|
221K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.71K+ 7.05% |
$391K - $465K
|
56.3K
$6.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.69K+ 66.08% |
$389K - $462K
|
9.26K
$990K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.68KNew |
$388K - $461K
|
3.68K
$393K
|