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
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
2.68KNew |
$283K - $336K
|
2.68K
$287K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.68K+ 3.42% |
$283K - $336K
|
81K
$8.65M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.63K+ 9.35% |
$277K - $329K
|
30.7K
$3.28M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.59KNew |
$273K - $324K
|
2.59K
$276K
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.57KNew |
$271K - $322K
|
2.57K
$275K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.56K+ 1.96% |
$270K - $320K
|
133K
$14.2M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.54KNew |
$268K - $318K
|
2.54K
$271K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.54K+ 3.52% |
$267K - $318K
|
74.5K
$7.96M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.5K+ 7.9% |
$264K - $314K
|
34.2K
$3.65M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.5K+ 2.81% |
$264K - $313K
|
91.6K
$9.78M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.47KNew |
$261K - $310K
|
2.47K
$264K
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.44KNew |
$257K - $305K
|
2.44K
$260K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.42KNew |
$256K - $304K
|
2.42K
$259K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.41K+ 28.33% |
$254K - $302K
|
10.9K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2.39KNew |
$252K - $300K
|
2.39K
$255K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
2.33K+ 11.73% |
$246K - $292K
|
22.2K
$2.37M
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.33K+ 6.45% |
$245K - $291K
|
38.3K
$4.1M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.31K+ 4.72% |
$244K - $290K
|
51.2K
$5.47M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.31KNew |
$244K - $289K
|
2.31K
$247K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.3K+ 10.43% |
$243K - $289K
|
24.4K
$2.6M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.27K+ 3.55% |
$240K - $285K
|
66.2K
$7.07M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.24K+ 16.68% |
$236K - $280K
|
15.6K
$1.67M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.22K+ 1.62% |
$235K - $279K
|
140K
$14.9M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
2.22K+ 1571.63% |
$234K - $278K
|
2.36K
$252K
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
2.21KNew |
$234K - $278K
|
2.21K
$237K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.2K+ 3.97% |
$232K - $276K
|
57.6K
$6.16M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.2KNew |
$232K - $275K
|
2.2K
$234K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.19KNew |
$231K - $275K
|
2.19K
$234K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.19K+ 6.7% |
$231K - $275K
|
34.9K
$3.73M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.18K+ 3.69% |
$229K - $273K
|
61.2K
$6.53M
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.17K+ 7.92% |
$229K - $272K
|
29.6K
$3.16M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.16K+ 1.49% |
$228K - $271K
|
147K
$15.7M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.14K+ 6.96% |
$226K - $269K
|
32.9K
$3.52M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.13KNew |
$225K - $267K
|
2.13K
$228K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.09K+ 48.91% |
$220K - $262K
|
6.36K
$679K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.07K+ 4.17% |
$218K - $259K
|
51.6K
$5.51M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.06K+ 97.12% |
$217K - $258K
|
4.18K
$446K
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.05K+ 8.5% |
$216K - $256K
|
26.1K
$2.79M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.05K+ 2.48% |
$216K - $256K
|
84.5K
$9.03M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.04K+ 1.84% |
$215K - $255K
|
113K
$12M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.03K+ 4.15% |
$215K - $255K
|
51.1K
$5.46M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.03K+ 1.24% |
$215K - $255K
|
166K
$17.7M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.02K+ 35.19% |
$213K - $253K
|
7.76K
$829K
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 5.06% |
$212K - $252K
|
41.7K
$4.46M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.99K+ 7.5% |
$210K - $250K
|
28.5K
$3.05M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.99K+ 9.75% |
$210K - $249K
|
22.4K
$2.39M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.97K+ 49.65% |
$208K - $247K
|
5.95K
$635K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.97K+ 11.33% |
$208K - $247K
|
19.4K
$2.07M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.96KNew |
$207K - $246K
|
1.96K
$209K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.93K+ 4.8% |
$204K - $242K
|
42.2K
$4.51M
|