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 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
22+ 1.37% |
$2.13K - $2.56K
|
1.62K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
22+ 0.7% |
$2.13K - $2.56K
|
3.15K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
22+ 1.04% |
$2.13K - $2.56K
|
2.13K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21+ 0.3% |
$2.03K - $2.44K
|
7.07K
$730K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
20+ 0.9% |
$1.94K - $2.32K
|
2.23K
$230K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 0.26% |
$1.94K - $2.32K
|
7.58K
$783K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
19+ 0.03% |
$1.84K - $2.21K
|
54.9K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 0.03% |
$1.84K - $2.21K
|
72K
$7.44M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
18+ 0.67% |
$1.74K - $2.09K
|
2.69K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18+ 0.15% |
$1.74K - $2.09K
|
11.9K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.9% |
$1.74K - $2.09K
|
2.02K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.07% |
$1.74K - $2.09K
|
25.6K
$2.64M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18+ 0.88% |
$1.74K - $2.09K
|
2.06K
$213K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
18+ 0.26% |
$1.74K - $2.09K
|
6.96K
$718K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
17+ 0.28% |
$1.65K - $1.98K
|
6.12K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
17+ 0.48% |
$1.65K - $1.98K
|
3.54K
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
16+ 0.26% |
$1.55K - $1.86K
|
6.16K
$636K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.55K - $1.86K
|
6.78K
$700K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
16+ 0.15% |
$1.55K - $1.86K
|
10.9K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
16+ 0.28% |
$1.55K - $1.86K
|
5.76K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16+ 0.12% |
$1.55K - $1.86K
|
13.8K
$1.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
15+ 0.27% |
$1.45K - $1.74K
|
5.52K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
15+ 0.27% |
$1.45K - $1.74K
|
5.47K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.03% |
$1.45K - $1.74K
|
53.6K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
15+ 0.11% |
$1.45K - $1.74K
|
14.1K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
14+ 0.26% |
$1.36K - $1.63K
|
5.43K
$561K
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
14+ 0.19% |
$1.36K - $1.63K
|
7.45K
$769K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
14+ 0.15% |
$1.36K - $1.63K
|
9.05K
$935K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
13+ 0.13% |
$1.26K - $1.51K
|
9.9K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
13+ 0.03% |
$1.26K - $1.51K
|
37.6K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13+ 0.06% |
$1.26K - $1.51K
|
23.2K
$2.4M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13+ 0.08% |
$1.26K - $1.51K
|
16.1K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13+ 0.22% |
$1.26K - $1.51K
|
5.91K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 0.13% |
$1.26K - $1.51K
|
10.3K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
13+ 0.53% |
$1.26K - $1.51K
|
2.46K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13+ 0.03% |
$1.26K - $1.51K
|
46.3K
$4.78M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
13+ 0.1% |
$1.26K - $1.51K
|
12.8K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
13+ 0.37% |
$1.26K - $1.51K
|
3.51K
$363K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
12+ 0.07% |
$1.16K - $1.39K
|
17.2K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.02% |
$1.16K - $1.39K
|
48.2K
$4.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
12+ 0.18% |
$1.16K - $1.39K
|
6.8K
$703K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
12+ 0.25% |
$1.16K - $1.39K
|
4.82K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12+ 7.41% |
$1.16K - $1.39K
|
174
$18K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.25% |
$1.06K - $1.28K
|
4.41K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
11+ 0.05% |
$1.06K - $1.28K
|
21K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11+ 0.11% |
$1.06K - $1.28K
|
10.3K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
11+ 0.15% |
$1.06K - $1.28K
|
7.12K
$735K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
11+ 0.05% |
$1.06K - $1.28K
|
20.7K
$2.14M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
11+ 0.4% |
$1.06K - $1.28K
|
2.78K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10+ 0.14% |
$968 - $1.16K
|
7.1K
$734K
|