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
|
Smith Anglin Financial, LLC
|
BUY
|
- |
120+ 0.32% |
$12.7K - $15K
|
37.4K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
119+ 0.21% |
$12.6K - $14.9K
|
57.4K
$6.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
114+ 0.99% |
$12K - $14.3K
|
11.6K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
112+ 3.08% |
$11.8K - $14K
|
3.74K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
112+ 0.87% |
$11.8K - $14K
|
13K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
110+ 4.19% |
$11.6K - $13.8K
|
2.74K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
110+ 2.52% |
$11.6K - $13.8K
|
4.47K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
110+ 3.3% |
$11.6K - $13.8K
|
3.44K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
105+ 0.29% |
$11.1K - $13.2K
|
35.8K
$3.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
102+ 1.09% |
$10.8K - $12.8K
|
9.42K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
100+ 2.53% |
$10.6K - $12.5K
|
4.06K
$452K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
99+ 0.22% |
$10.4K - $12.4K
|
44.9K
$5.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
94+ 0.25% |
$9.92K - $11.8K
|
37.4K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
94+ 1.12% |
$9.92K - $11.8K
|
8.52K
$950K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
92+ 0.57% |
$9.71K - $11.5K
|
16.2K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
88+ 0.55% |
$9.28K - $11K
|
16K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
87+ 3.01% |
$9.18K - $10.9K
|
2.98K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
87+ 1.39% |
$9.18K - $10.9K
|
6.33K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
83+ 1.5% |
$8.76K - $10.4K
|
5.62K
$626K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
73+ 3.85% |
$7.7K - $9.15K
|
1.97K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.84% |
$7.39K - $8.78K
|
8.37K
$933K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
70+ 0.1% |
$7.39K - $8.78K
|
71.6K
$7.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69+ 0.92% |
$7.28K - $8.65K
|
7.59K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
67+ 0.31% |
$7.07K - $8.4K
|
22K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
66+ 1.44% |
$6.96K - $8.27K
|
4.66K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
63+ 0.72% |
$6.65K - $7.9K
|
8.76K
$976K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
62+ 0.1% |
$6.54K - $7.77K
|
61.8K
$6.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
61+ 0.39% |
$6.44K - $7.65K
|
15.6K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
59+ 0.73% |
$6.23K - $7.4K
|
8.19K
$913K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.2% |
$6.23K - $7.4K
|
4.97K
$554K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
55+ 0.17% |
$5.8K - $6.9K
|
32.2K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
53+ 0.42% |
$5.59K - $6.64K
|
12.6K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.13% |
$5.28K - $6.27K
|
37.8K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
49+ 0.08% |
$5.17K - $6.14K
|
63.6K
$7.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
49+ 0.17% |
$5.17K - $6.14K
|
28.5K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
48+ 0.52% |
$5.06K - $6.02K
|
9.29K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
47+ 0.07% |
$4.96K - $5.89K
|
68.2K
$7.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
47+ 0.63% |
$4.96K - $5.89K
|
7.48K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
44+ 13.37% |
$4.64K - $5.52K
|
373
$41.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
40+ 0.16% |
$4.22K - $5.01K
|
25.8K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
39+ 2.03% |
$4.11K - $4.89K
|
1.96K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
36+ 1.19% |
$3.8K - $4.51K
|
3.05K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
33+ 0.38% |
$3.48K - $4.14K
|
8.62K
$961K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 0.89% |
$3.38K - $4.01K
|
3.64K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
32+ 1.36% |
$3.38K - $4.01K
|
2.39K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
26+ 0.36% |
$2.74K - $3.26K
|
7.33K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
25+ 0.56% |
$2.64K - $3.13K
|
4.5K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
22+ 0.26% |
$2.32K - $2.76K
|
8.55K
$953K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 4.08% |
$2.32K - $2.76K
|
561
$62.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20New |
$2.11K - $2.51K
|
20
$2.23K
|