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 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
37+ 1.19% |
$3.58K - $4.3K
|
3.16K
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
37+ 3.1% |
$3.58K - $4.3K
|
1.23K
$127K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 3.69% |
$3.58K - $4.3K
|
1.04K
$108K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
37New |
$3.58K - $4.3K
|
37
$3.82K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
37+ 5.04% |
$3.58K - $4.3K
|
771
$79.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
36+ 1.27% |
$3.48K - $4.18K
|
2.88K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 9.76% |
$3.48K - $4.18K
|
405
$41.8K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
36+ 0.16% |
$3.48K - $4.18K
|
23.1K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
36+ 0.15% |
$3.48K - $4.18K
|
24K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
35+ 0.08% |
$3.39K - $4.07K
|
45K
$4.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
35+ 0.97% |
$3.39K - $4.07K
|
3.64K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
35+ 0.1% |
$3.39K - $4.07K
|
35.1K
$3.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
35+ 0.11% |
$3.39K - $4.07K
|
30.9K
$3.19M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
35+ 0.14% |
$3.39K - $4.07K
|
24.4K
$2.52M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
35+ 0.75% |
$3.39K - $4.07K
|
4.73K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
34+ 0.54% |
$3.29K - $3.95K
|
6.39K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
34+ 0.14% |
$3.29K - $3.95K
|
24.5K
$2.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
33+ 1.03% |
$3.19K - $3.84K
|
3.24K
$335K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
33+ 0.86% |
$3.19K - $3.84K
|
3.88K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
33+ 0.38% |
$3.19K - $3.84K
|
8.8K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33+ 0.69% |
$3.19K - $3.84K
|
4.79K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
33+ 0.34% |
$3.19K - $3.84K
|
9.86K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
32+ 0.11% |
$3.1K - $3.72K
|
29.9K
$3.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
31+ 0.25% |
$3K - $3.6K
|
12.6K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31+ 0.27% |
$3K - $3.6K
|
11.6K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
31+ 0.9% |
$3K - $3.6K
|
3.49K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
31+ 0.88% |
$3K - $3.6K
|
3.55K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
31+ 0.29% |
$3K - $3.6K
|
10.8K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 1.19% |
$2.9K - $3.49K
|
2.55K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
30+ 0.29% |
$2.9K - $3.49K
|
10.4K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
30+ 0.78% |
$2.9K - $3.49K
|
3.89K
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
29+ 0.27% |
$2.81K - $3.37K
|
10.6K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
29+ 0.62% |
$2.81K - $3.37K
|
4.71K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 0.36% |
$2.71K - $3.25K
|
7.79K
$805K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
28+ 0.28% |
$2.71K - $3.25K
|
10.1K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
27+ 0.82% |
$2.61K - $3.14K
|
3.32K
$342K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
27+ 0.14% |
$2.61K - $3.14K
|
19.6K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27+ 0.28% |
$2.61K - $3.14K
|
9.55K
$986K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
27+ 0.87% |
$2.61K - $3.14K
|
3.12K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.05% |
$2.52K - $3.02K
|
55.2K
$5.7M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
25+ 0.16% |
$2.42K - $2.91K
|
15.5K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
25+ 0.21% |
$2.42K - $2.91K
|
11.7K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 0.61% |
$2.23K - $2.67K
|
3.79K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
23+ 0.72% |
$2.23K - $2.67K
|
3.22K
$332K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
23+ 1.08% |
$2.23K - $2.67K
|
2.15K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
22+ 0.46% |
$2.13K - $2.56K
|
4.85K
$501K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
22+ 0.41% |
$2.13K - $2.56K
|
5.44K
$562K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 0.38% |
$2.13K - $2.56K
|
5.77K
$596K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
22+ 0.28% |
$2.13K - $2.56K
|
7.79K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22+ 0.93% |
$2.13K - $2.56K
|
2.38K
$246K
|