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 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-121- 2.33% |
$11.7K - $14.1K
|
5.08K
$525K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-122- 2.97% |
$11.8K - $14.2K
|
3.98K
$411K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-122- 0.6% |
$11.8K - $14.2K
|
20.2K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-124- 0.88% |
$12K - $14.4K
|
14K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-124- 2.84% |
$12K - $14.4K
|
4.25K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-125- 2.79% |
$12.1K - $14.5K
|
4.35K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-125- 0.05% |
$12.1K - $14.5K
|
275K
$28.4M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-125- 0.82% |
$12.1K - $14.5K
|
15K
$1.55M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-125- 1.43% |
$12.1K - $14.5K
|
8.6K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-127- 0.81% |
$12.3K - $14.8K
|
15.5K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-130- 4.76% |
$12.6K - $15.1K
|
2.6K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-132- 2.89% |
$12.8K - $15.3K
|
4.43K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-133- 6.0% |
$12.9K - $15.5K
|
2.09K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-134- 3.26% |
$13K - $15.6K
|
3.98K
$410K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-135- 0.36% |
$13.1K - $15.7K
|
37.4K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-135- 0.57% |
$13.1K - $15.7K
|
23.4K
$2.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-136- 1.39% |
$13.2K - $15.8K
|
9.62K
$993K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-137- 0.18% |
$13.3K - $15.9K
|
75.6K
$7.81M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-139- 0.37% |
$13.5K - $16.2K
|
37.9K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-140- 0.68% |
$13.6K - $16.3K
|
20.6K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-140- 3.55% |
$13.6K - $16.3K
|
3.81K
$393K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-140- 0.49% |
$13.6K - $16.3K
|
28.5K
$2.94M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-140- 2.34% |
$13.6K - $16.3K
|
5.84K
$603K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-141- 4.39% |
$13.6K - $16.4K
|
3.07K
$317K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-142- 1.64% |
$13.7K - $16.5K
|
8.52K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-142- 4.68% |
$13.7K - $16.5K
|
2.9K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-144- 0.47% |
$13.9K - $16.7K
|
30.8K
$3.18M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-144- 4.3% |
$13.9K - $16.7K
|
3.2K
$331K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-144- 4.29% |
$13.9K - $16.7K
|
3.21K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-146- 4.74% |
$14.1K - $17K
|
2.94K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-147- 0.78% |
$14.2K - $17.1K
|
18.6K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-147- 4.23% |
$14.2K - $17.1K
|
3.33K
$344K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-148- 2.55% |
$14.3K - $17.2K
|
5.65K
$584K
|
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-150- 3.8% |
$14.5K - $17.4K
|
3.8K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-150- 1.9% |
$14.5K - $17.4K
|
7.76K
$801K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 0.42% |
$14.5K - $17.4K
|
35.7K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-152- 1.08% |
$14.7K - $17.7K
|
14K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-154- 0.7% |
$14.9K - $17.9K
|
21.8K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-154- 1.35% |
$14.9K - $17.9K
|
11.2K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-154- 0.58% |
$14.9K - $17.9K
|
26.6K
$2.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-154- 1.78% |
$14.9K - $17.9K
|
8.49K
$877K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-155- 1.51% |
$15K - $18K
|
10.1K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-155- 0.91% |
$15K - $18K
|
16.9K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-155- 0.55% |
$15K - $18K
|
28.2K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-156- 2.96% |
$15.1K - $18.1K
|
5.12K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-157- 1.16% |
$15.2K - $18.2K
|
13.4K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-158- 0.76% |
$15.3K - $18.4K
|
20.7K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-159- 10.88% |
$15.4K - $18.5K
|
1.3K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-163- 0.4% |
$15.8K - $18.9K
|
40.9K
$4.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-163- 5.91% |
$15.8K - $18.9K
|
2.59K
$268K
|