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 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
518+ 23.07% |
$54.7K - $64.9K
|
2.76K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
511+ 0.61% |
$53.9K - $64.1K
|
84.1K
$9.37M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
498+ 25.37% |
$52.5K - $62.4K
|
2.46K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
494+ 2.57% |
$52.1K - $61.9K
|
19.7K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
489+ 4.24% |
$51.6K - $61.3K
|
12K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
486+ 0.84% |
$51.3K - $60.9K
|
58.6K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
469+ 10.42% |
$49.5K - $58.8K
|
4.97K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
467+ 1.92% |
$49.3K - $58.5K
|
24.8K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
464+ 1.47% |
$49K - $58.2K
|
32.1K
$3.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
464+ 16.22% |
$49K - $58.2K
|
3.32K
$371K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
461+ 3.56% |
$48.6K - $57.8K
|
13.4K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
456+ 26.03% |
$48.1K - $57.2K
|
2.21K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
450+ 0.9% |
$47.5K - $56.4K
|
50.6K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
446+ 13.88% |
$47.1K - $55.9K
|
3.66K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
444+ 2.63% |
$46.8K - $55.7K
|
17.3K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
430New |
$45.4K - $53.9K
|
430
$47.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
429+ 5.57% |
$45.3K - $53.8K
|
8.13K
$906K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
418+ 2.3% |
$44.1K - $52.4K
|
18.6K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
415+ 0.57% |
$43.8K - $52K
|
72.9K
$8.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
411+ 8.71% |
$43.4K - $51.5K
|
5.13K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
410+ 5.17% |
$43.3K - $51.4K
|
8.34K
$930K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
402+ 4.73% |
$42.4K - $50.4K
|
8.9K
$992K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
400+ 5.58% |
$42.2K - $50.1K
|
7.57K
$844K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
400+ 3.23% |
$42.2K - $50.1K
|
12.8K
$1.42M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
396+ 0.49% |
$41.8K - $49.6K
|
81.5K
$9.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
396+ 1.29% |
$41.8K - $49.6K
|
31K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
389+ 1.76% |
$41K - $48.8K
|
22.5K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
389+ 2.94% |
$41K - $48.8K
|
13.6K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
384+ 5.93% |
$40.5K - $48.1K
|
6.86K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
374+ 1.69% |
$39.5K - $46.9K
|
22.6K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
367+ 1.46% |
$38.7K - $46K
|
25.6K
$2.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
362+ 2.51% |
$38.2K - $45.4K
|
14.8K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
354+ 1.69% |
$37.4K - $44.4K
|
21.3K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
350+ 0.35% |
$36.9K - $43.9K
|
100K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
348+ 4.48% |
$36.7K - $43.6K
|
8.12K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
347+ 6.16% |
$36.6K - $43.5K
|
5.98K
$666K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
341+ 10.68% |
$36K - $42.8K
|
3.53K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
339+ 5.11% |
$35.8K - $42.5K
|
6.97K
$777K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
332+ 5.9% |
$35K - $41.6K
|
5.96K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
332+ 16.76% |
$35K - $41.6K
|
2.31K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
321+ 4.15% |
$33.9K - $40.2K
|
8.05K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
308+ 1.95% |
$32.5K - $38.6K
|
16.1K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 0.33% |
$32K - $38K
|
92.2K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
295+ 0.84% |
$31.1K - $37K
|
35.2K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
276+ 3.13% |
$29.1K - $34.6K
|
9.09K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
276+ 8.26% |
$29.1K - $34.6K
|
3.62K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
270+ 10.91% |
$28.5K - $33.8K
|
2.75K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
263+ 3.59% |
$27.7K - $33K
|
7.59K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
254+ 1.01% |
$26.8K - $31.8K
|
25.4K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
250+ 7.78% |
$26.4K - $31.3K
|
3.46K
$386K
|