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 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10+ 0.1% |
$968 - $1.16K
|
9.54K
$985K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10+ 0.02% |
$968 - $1.16K
|
58K
$5.99M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
10+ 0.46% |
$968 - $1.16K
|
2.17K
$224K
|
|
|
Apr 09, 2024
Q1 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
9+ 0.23% |
$871 - $1.05K
|
3.86K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
9+ 0.13% |
$871 - $1.05K
|
6.88K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8+ 0.47% |
$774 - $930
|
1.69K
$175K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.01% |
$678 - $814
|
83.9K
$8.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 0.62% |
$678 - $814
|
1.13K
$117K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.55% |
$678 - $814
|
1.28K
$132K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.17% |
$678 - $814
|
4.06K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
7+ 0.27% |
$678 - $814
|
2.58K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7+ 0.03% |
$678 - $814
|
24.5K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6+ 0.19% |
$581 - $697
|
3.2K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.03% |
$581 - $697
|
21.5K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6+ 0.04% |
$581 - $697
|
14.3K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
6+ 0.04% |
$581 - $697
|
15.7K
$1.63M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.19% |
$581 - $697
|
3.24K
$335K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 0.27% |
$484 - $581
|
1.89K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$484 - $581
|
33K
$3.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
5+ 0.24% |
$484 - $581
|
2.05K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
5+ 0.08% |
$484 - $581
|
6.09K
$629K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 4.13% |
$484 - $581
|
126
$13K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5+ 0.06% |
$484 - $581
|
8.98K
$928K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.1% |
$484 - $581
|
5.09K
$526K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.1% |
$484 - $581
|
4.99K
$515K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.14% |
$484 - $581
|
3.58K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$484 - $581
|
4.18K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
5+ 0.14% |
$484 - $581
|
3.46K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$484 - $581
|
4.96K
$512K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5+ 0.01% |
$484 - $581
|
37.9K
$3.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
4+ 0.18% |
$387 - $465
|
2.19K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$387 - $465
|
22.3K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$387 - $465
|
4.36K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.17% |
$387 - $465
|
2.42K
$250K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.05% |
$387 - $465
|
8.62K
$890K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.06% |
$387 - $465
|
6.68K
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
4+ 18.18% |
$387 - $465
|
26
$2.69K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 0.34% |
$387 - $465
|
1.17K
$121K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$387 - $465
|
3.91K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$387 - $465
|
7.57K
$782K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.06% |
$290 - $349
|
4.64K
$479K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3+ 0.01% |
$290 - $349
|
20.2K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.09% |
$290 - $349
|
3.46K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.07% |
$290 - $349
|
4.14K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$290 - $349
|
3.67K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.77% |
$290 - $349
|
395
$40.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.02% |
$290 - $349
|
15.6K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.28% |
$290 - $349
|
1.06K
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
3+ 0.03% |
$290 - $349
|
10.6K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$290 - $349
|
53.1K
$5.48M
|