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 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-648- 4.03% |
$62.7K - $75.3K
|
15.4K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-648- 81.1% |
$62.7K - $75.3K
|
151
$15.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-649- 12.56% |
$62.8K - $75.4K
|
4.52K
$467K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-650- 1.64% |
$62.9K - $75.6K
|
39K
$4.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-651- 1.08% |
$63K - $75.7K
|
59.6K
$6.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-652- 2.35% |
$63.1K - $75.8K
|
27.1K
$2.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-655- 7.32% |
$63.4K - $76.1K
|
8.3K
$857K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-656- 0.86% |
$63.5K - $76.3K
|
75.4K
$7.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-660- 2.46% |
$63.9K - $76.7K
|
26.2K
$2.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-664- 3.32% |
$64.3K - $77.2K
|
19.3K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-666- 3.11% |
$64.5K - $77.4K
|
20.7K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-666- 2.12% |
$64.5K - $77.4K
|
30.7K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-676- 1.99% |
$65.4K - $78.6K
|
33.3K
$3.44M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-679- 1.37% |
$65.7K - $78.9K
|
48.9K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-680- 2.78% |
$65.8K - $79K
|
23.8K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-681- 1.77% |
$65.9K - $79.2K
|
37.8K
$3.9M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-681- 1.11% |
$65.9K - $79.2K
|
60.8K
$6.28M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-687- 10.76% |
$66.5K - $79.9K
|
5.7K
$588K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-689- 6.0% |
$66.7K - $80.1K
|
10.8K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-692- 2.71% |
$67K - $80.4K
|
24.8K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-692- 4.72% |
$67K - $80.4K
|
14K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-693- 2.11% |
$67.1K - $80.6K
|
32.1K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-695- 0.12% |
$67.3K - $80.8K
|
596K
$61.6M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-699- 13.59% |
$67.7K - $81.3K
|
4.44K
$459K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-700- 16.12% |
$67.8K - $81.4K
|
3.64K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-700- 0.45% |
$67.8K - $81.4K
|
155K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-700- 1.42% |
$67.8K - $81.4K
|
48.5K
$5.01M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-701- 6.57% |
$67.9K - $81.5K
|
9.96K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-704- 15.81% |
$68.1K - $81.8K
|
3.75K
$387K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-705- 5.5% |
$68.2K - $81.9K
|
12.1K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-709- 15.29% |
$68.6K - $82.4K
|
3.93K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-723- 3.48% |
$70K - $84K
|
20K
$2.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-727- 5.38% |
$70.4K - $84.5K
|
12.8K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-727- 26.28% |
$70.4K - $84.5K
|
2.04K
$211K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-728- 41.13% |
$70.5K - $84.6K
|
1.04K
$108K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-735- 3.02% |
$71.1K - $85.4K
|
23.6K
$2.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-740- 7.12% |
$71.6K - $86K
|
9.65K
$996K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-742- 29.0% |
$71.8K - $86.3K
|
1.82K
$188K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-743- 9.28% |
$71.9K - $86.4K
|
7.27K
$750K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-745- 1.52% |
$72.1K - $86.6K
|
48.2K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-746- 1.17% |
$72.2K - $86.7K
|
62.9K
$6.49M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-750- 2.09% |
$72.6K - $87.2K
|
35.2K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-762- 1.24% |
$73.8K - $88.6K
|
60.9K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-765- 13.12% |
$74.1K - $88.9K
|
5.07K
$523K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-765- 20.12% |
$74.1K - $88.9K
|
3.04K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-781- 4.12% |
$75.6K - $90.8K
|
18.2K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-782- 2.04% |
$75.7K - $90.9K
|
37.5K
$3.87M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-783- 0.87% |
$75.8K - $91K
|
89K
$9.19M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-783- 18.05% |
$75.8K - $91K
|
3.56K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-784- 0.51% |
$75.9K - $91.1K
|
153K
$15.8M
|