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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
334+ 2.62% |
$32.3K - $38.8K
|
13.1K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
332+ 4.04% |
$32.1K - $38.6K
|
8.55K
$882K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
330+ 5.03% |
$31.9K - $38.4K
|
6.89K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
330+ 11.62% |
$31.9K - $38.4K
|
3.17K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
329+ 16.35% |
$31.8K - $38.2K
|
2.34K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
329+ 2.03% |
$31.8K - $38.2K
|
16.5K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
327+ 1.0% |
$31.7K - $38K
|
32.9K
$3.4M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
326+ 7.4% |
$31.6K - $37.9K
|
4.73K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
323+ 3.54% |
$31.3K - $37.5K
|
9.46K
$976K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
322+ 1.96% |
$31.2K - $37.4K
|
16.8K
$1.73M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
322+ 1.4% |
$31.2K - $37.4K
|
23.3K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
321+ 12.74% |
$31.1K - $37.3K
|
2.84K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
320+ 0.53% |
$31K - $37.2K
|
60.7K
$6.26M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
320+ 6.21% |
$31K - $37.2K
|
5.47K
$565K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
318+ 3.65% |
$30.8K - $37K
|
9.02K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
317+ 0.3% |
$30.7K - $36.8K
|
107K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
316+ 0.69% |
$30.6K - $36.7K
|
46K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
315+ 0.09% |
$30.5K - $36.6K
|
341K
$35.2M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
315+ 0.75% |
$30.5K - $36.6K
|
42.4K
$4.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
310+ 2.23% |
$30K - $36K
|
14.2K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
310+ 11.6% |
$30K - $36K
|
2.98K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
308+ 4.95% |
$29.8K - $35.8K
|
6.53K
$674K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
307+ 1.96% |
$29.7K - $35.7K
|
16K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
306+ 0.42% |
$29.6K - $35.6K
|
73K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
305+ 6.05% |
$29.5K - $35.5K
|
5.35K
$552K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
301+ 6.82% |
$29.1K - $35K
|
4.71K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.97% |
$28.9K - $34.8K
|
31K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
299+ 0.34% |
$28.9K - $34.8K
|
88.6K
$9.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
298+ 4.46% |
$28.8K - $34.6K
|
6.98K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
295+ 10.67% |
$28.6K - $34.3K
|
3.06K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
294New |
$28.5K - $34.2K
|
294
$30.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
294+ 1.36% |
$28.5K - $34.2K
|
22K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
293+ 5.36% |
$28.4K - $34.1K
|
5.76K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
292+ 1.25% |
$28.3K - $33.9K
|
23.7K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
292+ 5.94% |
$28.3K - $33.9K
|
5.21K
$538K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
291+ 3.37% |
$28.2K - $33.8K
|
8.92K
$921K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
291+ 3.4% |
$28.2K - $33.8K
|
8.85K
$914K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
289+ 5.31% |
$28K - $33.6K
|
5.73K
$591K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
288+ 7.04% |
$27.9K - $33.5K
|
4.38K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
286+ 8.69% |
$27.7K - $33.2K
|
3.58K
$369K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
285+ 1.06% |
$27.6K - $33.1K
|
27.2K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
285+ 0.81% |
$27.6K - $33.1K
|
35.3K
$3.65M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
285+ 5.43% |
$27.6K - $33.1K
|
5.53K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
284+ 7.05% |
$27.5K - $33K
|
4.31K
$445K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
283+ 4.95% |
$27.4K - $32.9K
|
6K
$620K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
280+ 4.69% |
$27.1K - $32.5K
|
6.24K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
280+ 1.76% |
$27.1K - $32.5K
|
16.2K
$1.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
276+ 9.22% |
$26.7K - $32.1K
|
3.27K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
276+ 4.07% |
$26.7K - $32.1K
|
7.06K
$729K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
274+ 0.35% |
$26.5K - $31.8K
|
78.7K
$8.13M
|