Purchases and Sales Made in Q1 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.93K+ 9.82% |
$574K - $689K
|
66.3K
$7.8M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.84K+ 3.98% |
$566K - $679K
|
153K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.8K+ 5.63% |
$561K - $674K
|
109K
$12.8M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.72K+ 11.58% |
$553K - $664K
|
55.1K
$6.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.72K+ 156.35% |
$553K - $664K
|
9.37K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 17.3% |
$552K - $663K
|
38.7K
$4.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.7K+ 15.43% |
$552K - $663K
|
42.7K
$5.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.69K+ 10.03% |
$551K - $662K
|
62.5K
$7.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
5.68K+ 87.25% |
$549K - $660K
|
12.2K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
5.65K+ 95.25% |
$547K - $657K
|
11.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.65K+ 42.37% |
$547K - $657K
|
19K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
5.65K+ 17.5% |
$547K - $657K
|
37.9K
$4.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.63K+ 4.55% |
$545K - $654K
|
129K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.55K+ 41.13% |
$538K - $645K
|
19.1K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.54K+ 75.41% |
$536K - $644K
|
12.9K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.53K+ 29.52% |
$536K - $643K
|
24.3K
$2.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.46K+ 3.26% |
$529K - $635K
|
173K
$20.4M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.46KNew |
$528K - $634K
|
5.46K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.43K+ 19.54% |
$525K - $631K
|
33.2K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.42K+ 1.04% |
$524K - $629K
|
528K
$62.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.38K+ 9.78% |
$521K - $626K
|
60.4K
$7.11M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.31K+ 13.92% |
$514K - $617K
|
43.4K
$5.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.27K+ 23.2% |
$510K - $613K
|
28K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.26K+ 2.89% |
$509K - $611K
|
187K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.26K+ 21.03% |
$509K - $611K
|
30.2K
$3.56M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.24K+ 47.94% |
$507K - $609K
|
16.2K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
5.21K+ 4.94% |
$504K - $605K
|
111K
$13M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
5.21K+ 4.94% |
$504K - $605K
|
111K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
5.2K+ 13.39% |
$504K - $605K
|
44.1K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.2K+ 52.06% |
$503K - $604K
|
15.2K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.18K+ 38.35% |
$501K - $602K
|
18.7K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.18KNew |
$501K - $602K
|
5.18K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.18K+ 21.93% |
$501K - $602K
|
28.8K
$3.39M
|
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
5.18KNew |
$501K - $602K
|
5.18K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.17K+ 20.88% |
$500K - $600K
|
29.9K
$3.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.16K+ 43.62% |
$500K - $600K
|
17K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
5.15KNew |
$499K - $599K
|
5.15K
$606K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.13K+ 2.37% |
$496K - $596K
|
221K
$26M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.11K+ 3.38% |
$494K - $594K
|
156K
$18.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5.08K+ 8.88% |
$492K - $591K
|
62.3K
$7.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.03K+ 9.74% |
$486K - $584K
|
56.6K
$6.67M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
4.95K+ 23.4% |
$479K - $575K
|
26.1K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.92K+ 35.64% |
$476K - $572K
|
18.7K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 47.26% |
$475K - $570K
|
15.3K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.86K+ 23.28% |
$470K - $565K
|
25.7K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.84K+ 1.3% |
$468K - $562K
|
377K
$44.4M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.83KNew |
$468K - $562K
|
4.83K
$568K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.83K+ 16.67% |
$467K - $561K
|
33.8K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.82K+ 14.5% |
$466K - $560K
|
38K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.78K+ 85.63% |
$463K - $556K
|
10.4K
$1.22M
|