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
|
Act Wealth Management, LLC
|
SELL
|
- |
-5- 0.03% |
$484 - $581
|
18.7K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.18% |
$484 - $581
|
2.73K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-5- 0.11% |
$484 - $581
|
4.39K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$484 - $581
|
3.12K
$322K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5- 0.05% |
$484 - $581
|
9.86K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-5- 0.02% |
$484 - $581
|
23.5K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-6- 0.29% |
$581 - $697
|
2.07K
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7- 0.11% |
$678 - $814
|
6.4K
$661K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7- 0.16% |
$678 - $814
|
4.35K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7- 0.14% |
$678 - $814
|
5.02K
$519K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.13% |
$774 - $930
|
6.23K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-8- 0.02% |
$774 - $930
|
33.7K
$3.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-9- 0.03% |
$871 - $1.05K
|
28.1K
$2.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9- 0.01% |
$871 - $1.05K
|
142K
$14.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-9- 0.07% |
$871 - $1.05K
|
13.4K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-9- 0.07% |
$871 - $1.05K
|
12.2K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9- 0.67% |
$871 - $1.05K
|
1.33K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9- 0.06% |
$871 - $1.05K
|
15.9K
$1.64M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-10- 0.41% |
$968 - $1.16K
|
2.41K
$249K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 0.19% |
$968 - $1.16K
|
5.39K
$556K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-10- 0.1% |
$968 - $1.16K
|
9.81K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$968 - $1.16K
|
16.4K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 0.12% |
$968 - $1.16K
|
8.68K
$897K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-10- 0.19% |
$968 - $1.16K
|
5.28K
$545K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-11- 0.08% |
$1.06K - $1.28K
|
13.5K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-11- 0.1% |
$1.06K - $1.28K
|
10.5K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-12- 0.1% |
$1.16K - $1.39K
|
12.5K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-13- 0.43% |
$1.26K - $1.51K
|
2.98K
$307K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-13- 2.59% |
$1.26K - $1.51K
|
489
$50.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-14- 0.62% |
$1.36K - $1.63K
|
2.24K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-14- 0.12% |
$1.36K - $1.63K
|
11.9K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-14- 0.03% |
$1.36K - $1.63K
|
44K
$4.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15- 0.23% |
$1.45K - $1.74K
|
6.53K
$675K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-15- 0.37% |
$1.45K - $1.74K
|
4K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-15- 0.72% |
$1.45K - $1.74K
|
2.06K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-15- 0.35% |
$1.45K - $1.74K
|
4.28K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16- 0.13% |
$1.55K - $1.86K
|
12.3K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 0.17% |
$1.65K - $1.98K
|
9.81K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-17- 0.24% |
$1.65K - $1.98K
|
6.99K
$721K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-17- 0.29% |
$1.65K - $1.98K
|
5.95K
$614K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 0.23% |
$1.65K - $1.98K
|
7.31K
$754K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-18- 0.16% |
$1.74K - $2.09K
|
11.3K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-18- 0.5% |
$1.74K - $2.09K
|
3.61K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-18- 0.04% |
$1.74K - $2.09K
|
46.3K
$4.78M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-18- 18.0% |
$1.74K - $2.09K
|
82
$8.47K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18- 0.54% |
$1.74K - $2.09K
|
3.32K
$342K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-19- 0.87% |
$1.84K - $2.21K
|
2.16K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-19- 0.02% |
$1.84K - $2.21K
|
108K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-19- 0.86% |
$1.84K - $2.21K
|
2.2K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-19- 0.06% |
$1.84K - $2.21K
|
29.9K
$3.09M
|