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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.97K+ 23.06% |
$287K - $345K
|
15.8K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.96K+ 1.43% |
$286K - $344K
|
210K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.95K+ 12.73% |
$285K - $343K
|
26.1K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
2.95K+ 30.06% |
$285K - $342K
|
12.7K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.94K+ 38.97% |
$285K - $342K
|
10.5K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 11.47% |
$284K - $341K
|
28.5K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.91K+ 2.53% |
$281K - $338K
|
118K
$13.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.88KNew |
$278K - $334K
|
2.88K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2.87K+ 11.72% |
$278K - $334K
|
27.4K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.87K+ 45.72% |
$278K - $333K
|
9.14K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.87K+ 54.24% |
$277K - $333K
|
8.15K
$959K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.85K+ 0.67% |
$275K - $331K
|
430K
$50.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.83K+ 3.62% |
$274K - $329K
|
80.9K
$9.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.82K+ 3.42% |
$273K - $328K
|
85.3K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.82K+ 8.81% |
$273K - $328K
|
34.9K
$4.1M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 18.85% |
$272K - $327K
|
17.7K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.79K+ 11.36% |
$270K - $325K
|
27.4K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.79K+ 7.98% |
$270K - $324K
|
37.7K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.78K+ 195.5% |
$269K - $323K
|
4.2K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.76K+ 10.51% |
$267K - $321K
|
29K
$3.42M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.76K+ 0.39% |
$267K - $321K
|
703K
$82.7M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.76K+ 1.81% |
$267K - $320K
|
155K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.74K+ 74.58% |
$265K - $318K
|
6.41K
$755K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.74K+ 6.97% |
$265K - $318K
|
42K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.67K+ 4.26% |
$258K - $310K
|
65.3K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.65KNew |
$256K - $308K
|
2.65K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.64K+ 57.85% |
$256K - $307K
|
7.21K
$848K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2.63K+ 6.11% |
$255K - $306K
|
45.7K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.63K+ 70.39% |
$254K - $306K
|
6.36K
$749K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.63KNew |
$254K - $305K
|
2.63K
$309K
|
|
|
Apr 11, 2024
Q1 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
2.62K+ 0.6% |
$254K - $304K
|
442K
$52M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.61K+ 19.26% |
$253K - $304K
|
16.2K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.61K+ 11.87% |
$252K - $303K
|
24.6K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.59KNew |
$251K - $301K
|
2.59K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.59K+ 3.09% |
$250K - $301K
|
86.3K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2.58K+ 8.65% |
$250K - $300K
|
32.4K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.57K+ 7.24% |
$249K - $299K
|
38.1K
$4.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.56K+ 3.37% |
$248K - $298K
|
78.7K
$9.26M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.56KNew |
$248K - $297K
|
2.56K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.56K+ 4.22% |
$248K - $297K
|
63.2K
$7.44M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.56KNew |
$247K - $297K
|
2.56K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
2.55K+ 6.62% |
$247K - $296K
|
41K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
2.54K+ 38.66% |
$246K - $296K
|
9.12K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.53K+ 3.44% |
$245K - $294K
|
76K
$8.95M
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
2.51KNew |
$243K - $292K
|
2.51K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.5K+ 11.97% |
$242K - $291K
|
23.4K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5K+ 19.05% |
$242K - $290K
|
15.6K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.49KNew |
$241K - $290K
|
2.49K
$293K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.49K+ 25.39% |
$241K - $289K
|
12.3K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.48K+ 3.74% |
$240K - $289K
|
68.8K
$8.1M
|