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 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
504+ 13.06% |
$48.8K - $58.6K
|
4.36K
$451K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
500+ 13.16% |
$48.4K - $58.1K
|
4.3K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
499+ 12.33% |
$48.3K - $58K
|
4.55K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
498+ 0.31% |
$48.2K - $57.9K
|
162K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
496+ 2.61% |
$48K - $57.7K
|
19.5K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
495+ 0.95% |
$47.9K - $57.5K
|
52.7K
$5.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
494+ 0.81% |
$47.8K - $57.4K
|
61.3K
$6.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
490+ 6.7% |
$47.4K - $57K
|
7.81K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
490+ 2.14% |
$47.4K - $57K
|
23.4K
$2.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
489+ 1.3% |
$47.3K - $56.8K
|
38.2K
$3.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
484+ 0.18% |
$46.9K - $56.3K
|
271K
$28M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
484+ 8.6% |
$46.9K - $56.3K
|
6.11K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
483+ 13.93% |
$46.8K - $56.1K
|
3.95K
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
480+ 0.97% |
$46.5K - $55.8K
|
50.1K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
479+ 2.94% |
$46.4K - $55.7K
|
16.8K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
478+ 6.72% |
$46.3K - $55.6K
|
7.59K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
477+ 6.76% |
$46.2K - $55.4K
|
7.53K
$778K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
476+ 2.81% |
$46.1K - $55.3K
|
17.4K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
474+ 16.72% |
$45.9K - $55.1K
|
3.31K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
474+ 3.33% |
$45.9K - $55.1K
|
14.7K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
473+ 6.28% |
$45.8K - $55K
|
8.01K
$827K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
472+ 1.95% |
$45.7K - $54.9K
|
24.7K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
468+ 79.19% |
$45.3K - $54.4K
|
1.06K
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
467+ 2.4% |
$45.2K - $54.3K
|
19.9K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
467+ 4.94% |
$45.2K - $54.3K
|
9.92K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
466+ 1.0% |
$45.1K - $54.2K
|
47.1K
$4.86M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
464+ 23.3% |
$44.9K - $53.9K
|
2.46K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
462+ 0.67% |
$44.7K - $53.7K
|
69.4K
$7.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
460+ 21.23% |
$44.5K - $53.5K
|
2.63K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
460+ 0.94% |
$44.5K - $53.5K
|
49.2K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
454+ 19.34% |
$43.9K - $52.8K
|
2.8K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
454+ 3.7% |
$43.9K - $52.8K
|
12.7K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
452+ 5.94% |
$43.8K - $52.5K
|
8.06K
$832K
|
|
|
May 02, 2024
Q1 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
450+ 6.89% |
$43.6K - $52.3K
|
6.98K
$721K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
447+ 3.66% |
$43.3K - $52K
|
12.7K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
447+ 15.45% |
$43.3K - $52K
|
3.34K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
446+ 2.19% |
$43.2K - $51.8K
|
20.8K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
446+ 0.04% |
$43.2K - $51.8K
|
1.01M
$104M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
445+ 3.67% |
$43.1K - $51.7K
|
12.6K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
444+ 1.05% |
$43K - $51.6K
|
42.6K
$4.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
434+ 4.94% |
$42K - $50.4K
|
9.21K
$952K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
434+ 20.51% |
$42K - $50.4K
|
2.55K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
433+ 3.23% |
$41.9K - $50.3K
|
13.8K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
433+ 0.14% |
$41.9K - $50.3K
|
311K
$32.1M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
430+ 4.18% |
$41.6K - $50K
|
10.7K
$1.11M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
430+ 4.5% |
$41.6K - $50K
|
9.98K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
429+ 14.47% |
$41.5K - $49.9K
|
3.39K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
425+ 2.95% |
$41.1K - $49.4K
|
14.8K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
419+ 0.07% |
$40.6K - $48.7K
|
568K
$58.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
414+ 18.24% |
$40.1K - $48.1K
|
2.68K
$277K
|