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 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
110+ 3.2% |
$10.6K - $12.8K
|
3.55K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
110+ 0.07% |
$10.6K - $12.8K
|
158K
$16.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
109+ 0.87% |
$10.6K - $12.7K
|
12.6K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
109+ 3.35% |
$10.6K - $12.7K
|
3.37K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
109+ 2.85% |
$10.6K - $12.7K
|
3.94K
$406K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
109New |
$10.6K - $12.7K
|
109
$11.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
107+ 1.96% |
$10.4K - $12.4K
|
5.56K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
107+ 4.87% |
$10.4K - $12.4K
|
2.31K
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.65% |
$10.3K - $12.3K
|
6.53K
$675K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
106+ 0.45% |
$10.3K - $12.3K
|
23.6K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
105+ 1.58% |
$10.2K - $12.2K
|
6.75K
$697K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
105+ 5.11% |
$10.2K - $12.2K
|
2.16K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
105+ 3.4% |
$10.2K - $12.2K
|
3.2K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
105+ 0.83% |
$10.2K - $12.2K
|
12.7K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
104+ 2.25% |
$10.1K - $12.1K
|
4.73K
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
103+ 0.84% |
$9.97K - $12K
|
12.4K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
103+ 3.59% |
$9.97K - $12K
|
2.97K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 1.91% |
$9.97K - $12K
|
5.51K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
101+ 0.64% |
$9.78K - $11.7K
|
15.9K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
100+ 20.12% |
$9.68K - $11.6K
|
597
$61.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.38% |
$9.68K - $11.6K
|
4.31K
$445K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
100+ 1.04% |
$9.68K - $11.6K
|
9.67K
$999K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$9.68K - $11.6K
|
100
$10.3K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 1.61% |
$9.68K - $11.6K
|
6.32K
$653K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
100+ 0.79% |
$9.68K - $11.6K
|
12.8K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 4.76% |
$9.68K - $11.6K
|
2.2K
$227K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
98+ 0.41% |
$9.49K - $11.4K
|
23.8K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
98+ 2.16% |
$9.49K - $11.4K
|
4.64K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
98+ 0.32% |
$9.49K - $11.4K
|
30.8K
$3.18M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
97+ 116.87% |
$9.39K - $11.3K
|
180
$18.6K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
95+ 0.41% |
$9.2K - $11K
|
23.4K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
95+ 2.46% |
$9.2K - $11K
|
3.96K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
95+ 0.37% |
$9.2K - $11K
|
25.5K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
95+ 0.42% |
$9.2K - $11K
|
22.6K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
94+ 0.89% |
$9.1K - $10.9K
|
10.6K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
93+ 0.84% |
$9K - $10.8K
|
11.2K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
93+ 3.88% |
$9K - $10.8K
|
2.49K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
91+ 0.36% |
$8.81K - $10.6K
|
25.6K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
91+ 1.43% |
$8.81K - $10.6K
|
6.47K
$669K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
90+ 2.46% |
$8.71K - $10.5K
|
3.75K
$387K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
90+ 1.05% |
$8.71K - $10.5K
|
8.7K
$899K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
89+ 0.47% |
$8.62K - $10.3K
|
18.8K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
88+ 2.74% |
$8.52K - $10.2K
|
3.31K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
87+ 0.7% |
$8.42K - $10.1K
|
12.5K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
87+ 0.06% |
$8.42K - $10.1K
|
147K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
86+ 0.99% |
$8.32K - $10K
|
8.8K
$908K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
85+ 0.85% |
$8.23K - $9.88K
|
10.1K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
85+ 0.43% |
$8.23K - $9.88K
|
19.8K
$2.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
83+ 0.07% |
$8.03K - $9.65K
|
112K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
83+ 4.18% |
$8.03K - $9.65K
|
2.07K
$213K
|