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 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 14.29% |
$48.4K - $58.1K
|
3K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-500- 8.85% |
$48.4K - $58.1K
|
5.15K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-503- 0.74% |
$48.7K - $58.5K
|
67.6K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-503- 11.6% |
$48.7K - $58.5K
|
3.83K
$396K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-509- 5.45% |
$49.3K - $59.2K
|
8.83K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-509- 10.4% |
$49.3K - $59.2K
|
4.39K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-510- 13.27% |
$49.4K - $59.3K
|
3.33K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-511- 4.89% |
$49.5K - $59.4K
|
9.94K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-514- 15.92% |
$49.8K - $59.7K
|
2.72K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-515- 1.15% |
$49.9K - $59.9K
|
44.4K
$4.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-516- 8.22% |
$49.9K - $60K
|
5.76K
$595K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-517- 2.84% |
$50K - $60.1K
|
17.7K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-517- 2.42% |
$50K - $60.1K
|
20.8K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-522- 3.23% |
$50.5K - $60.7K
|
15.6K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-522- 8.32% |
$50.5K - $60.7K
|
5.76K
$594K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-527- 1.32% |
$51K - $61.3K
|
39.4K
$4.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-529- 4.5% |
$51.2K - $61.5K
|
11.2K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-529- 8.08% |
$51.2K - $61.5K
|
6.02K
$621K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-533- 1.06% |
$51.6K - $62K
|
49.9K
$5.16M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-535- 2.73% |
$51.8K - $62.2K
|
19K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-542- 5.42% |
$52.5K - $63K
|
9.46K
$977K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-543- 1.51% |
$52.6K - $63.1K
|
35.4K
$3.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-543- 3.32% |
$52.6K - $63.1K
|
15.8K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-543- 3.51% |
$52.6K - $63.1K
|
14.9K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-547- 1.77% |
$52.9K - $63.6K
|
30.4K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-550- 2.75% |
$53.2K - $63.9K
|
19.5K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-551- 7.2% |
$53.3K - $64K
|
7.1K
$733K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-552- 8.64% |
$53.4K - $64.2K
|
5.83K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-552- 3.94% |
$53.4K - $64.2K
|
13.5K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-554- 1.12% |
$53.6K - $64.4K
|
49.1K
$5.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-568- 6.2% |
$55K - $66K
|
8.59K
$887K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-578- 1.87% |
$56K - $67.2K
|
30.3K
$3.12M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-581- 9.59% |
$56.2K - $67.5K
|
5.48K
$566K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-587- 3.41% |
$56.8K - $68.2K
|
16.6K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-588- 6.92% |
$56.9K - $68.3K
|
7.91K
$817K
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-594- 0.49% |
$57.5K - $69K
|
120K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-595- 18.89% |
$57.6K - $69.2K
|
2.55K
$264K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-600- 4.17% |
$58.1K - $69.7K
|
13.8K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 5.05% |
$58.1K - $69.7K
|
11.3K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-602- 0.68% |
$58.3K - $70K
|
87.8K
$9.07M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-608- 8.27% |
$58.9K - $70.7K
|
6.74K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-609- 9.89% |
$59K - $70.8K
|
5.55K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-616- 0.72% |
$59.6K - $71.6K
|
84.8K
$8.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-620- 24.45% |
$60K - $72.1K
|
1.92K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-625- 2.11% |
$60.5K - $72.7K
|
28.9K
$2.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-627- 3.5% |
$60.7K - $72.9K
|
17.3K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-630- 13.87% |
$61K - $73.2K
|
3.91K
$404K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-634- 5.03% |
$61.4K - $73.7K
|
12K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-636- 0.9% |
$61.6K - $73.9K
|
69.9K
$7.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-640- 4.64% |
$62K - $74.4K
|
13.1K
$1.36M
|