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 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.19K+ 22.35% |
$405K - $486K
|
22.9K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.18K+ 4.03% |
$405K - $486K
|
108K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.18K+ 57.49% |
$404K - $486K
|
11.4K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
4.18K+ 7.48% |
$404K - $485K
|
60K
$6.72M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.12KNew |
$399K - $479K
|
4.12K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.08K+ 73.47% |
$395K - $474K
|
9.62K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.08K+ 1.02% |
$395K - $474K
|
402K
$45M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.06K+ 5.97% |
$393K - $472K
|
72.1K
$8.07M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
4.06KNew |
$393K - $472K
|
4.06K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.02K+ 7.86% |
$389K - $467K
|
55.1K
$6.17M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.01K+ 91.38% |
$388K - $466K
|
8.39K
$939K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4K+ 181.24% |
$387K - $465K
|
6.21K
$695K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4K+ 8.4% |
$387K - $465K
|
51.6K
$5.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.97K+ 3.92% |
$384K - $461K
|
105K
$11.8M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.97KNew |
$384K - $461K
|
3.97K
$444K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.95K+ 19.45% |
$382K - $459K
|
24.3K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.95K+ 8.75% |
$382K - $459K
|
49K
$5.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.94K+ 43.54% |
$381K - $458K
|
13K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.91K+ 5.38% |
$378K - $454K
|
76.5K
$8.57M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.89K+ 11.15% |
$377K - $452K
|
38.8K
$4.34M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.89K+ 3.5% |
$376K - $452K
|
115K
$12.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.89K+ 5.33% |
$376K - $452K
|
76.8K
$8.59M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.88K+ 26.4% |
$376K - $451K
|
18.6K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.87K+ 18.67% |
$375K - $450K
|
24.6K
$2.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.85K+ 7.94% |
$373K - $448K
|
52.3K
$5.86M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.85K+ 7.63% |
$372K - $447K
|
54.3K
$6.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.84K+ 20.72% |
$372K - $446K
|
22.4K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
3.84KNew |
$371K - $446K
|
3.84K
$429K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.82K+ 12.0% |
$370K - $445K
|
35.7K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.82KNew |
$370K - $444K
|
3.82K
$428K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.82K+ 57.76% |
$369K - $443K
|
10.4K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.77K+ 34.6% |
$365K - $438K
|
14.7K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.76K+ 1.66% |
$364K - $437K
|
231K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.75K+ 12.56% |
$363K - $436K
|
33.6K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3.74K+ 17.09% |
$362K - $435K
|
25.6K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.74K+ 7.36% |
$362K - $434K
|
54.5K
$6.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.73K+ 14.79% |
$361K - $433K
|
28.9K
$3.24M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.73KNew |
$361K - $433K
|
3.73K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 27.75% |
$360K - $432K
|
17.1K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.68K+ 2.79% |
$356K - $428K
|
135K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3.68K+ 2.47% |
$356K - $427K
|
153K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
3.67K+ 62.42% |
$355K - $426K
|
9.55K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.66K+ 2.29% |
$355K - $426K
|
163K
$18.3M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
3.65K+ 23.09% |
$354K - $425K
|
19.5K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.65KNew |
$353K - $424K
|
3.65K
$408K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.65K+ 2.62% |
$353K - $424K
|
143K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3.63K+ 96.26% |
$352K - $422K
|
7.41K
$829K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.63KNew |
$352K - $422K
|
3.63K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.62K+ 7.4% |
$350K - $421K
|
52.6K
$5.88M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
3.59K+ 9.71% |
$348K - $418K
|
40.6K
$4.54M
|