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 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.43K- 17.79% |
$139K - $167K
|
6.63K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.44K- 15.49% |
$139K - $167K
|
7.84K
$809K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.44K- 3.52% |
$139K - $168K
|
39.5K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.44K- 22.44% |
$139K - $168K
|
4.98K
$514K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.45K- 22.9% |
$140K - $168K
|
4.87K
$503K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.45K- 2.46% |
$140K - $168K
|
57.5K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.45K- 16.12% |
$140K - $169K
|
7.54K
$779K
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.45K- 8.29% |
$140K - $169K
|
16.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-1.45K- 15.59% |
$141K - $169K
|
7.87K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.45K- 15.22% |
$141K - $169K
|
8.09K
$836K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.46K- 5.67% |
$141K - $169K
|
24.3K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.47K- 16.95% |
$142K - $171K
|
7.2K
$743K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.48K- 11.07% |
$143K - $172K
|
11.9K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.49K- 7.33% |
$144K - $173K
|
18.8K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 2.36% |
$145K - $174K
|
61.8K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.5K- 15.27% |
$145K - $174K
|
8.31K
$858K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.52K- 13.52% |
$147K - $176K
|
9.69K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.52K- 6.84% |
$147K - $176K
|
20.6K
$2.13M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.52K- 24.8% |
$147K - $176K
|
4.6K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.52K- 8.93% |
$148K - $177K
|
15.5K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.53K- 3.01% |
$148K - $177K
|
49.1K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.53K- 26.5% |
$148K - $178K
|
4.25K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 2.7% |
$149K - $178K
|
55.3K
$5.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.54K- 6.88% |
$149K - $179K
|
20.8K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.54K- 0.81% |
$149K - $179K
|
188K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.56K- 4.18% |
$151K - $181K
|
35.6K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.56K- 2.45% |
$151K - $181K
|
62.3K
$6.43M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.57K- 4.51% |
$152K - $183K
|
33.3K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.57K- 6.7% |
$152K - $183K
|
21.9K
$2.27M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.6K- 8.71% |
$154K - $186K
|
16.7K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.6K- 5.12% |
$155K - $186K
|
29.6K
$3.06M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.61K- 10.16% |
$155K - $187K
|
14.2K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.63K- 0.81% |
$157K - $189K
|
199K
$20.5M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.64K- 14.61% |
$159K - $191K
|
9.58K
$990K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.67K- 9.92% |
$161K - $194K
|
15.1K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.68K- 3.67% |
$162K - $195K
|
44.1K
$4.55M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.7K- 1.17% |
$164K - $197K
|
143K
$14.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.7K- 32.44% |
$164K - $197K
|
3.53K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.7K- 46.11% |
$164K - $197K
|
1.99K
$205K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.71K- 20.22% |
$165K - $198K
|
6.74K
$696K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.72K- 2.86% |
$166K - $199K
|
58.2K
$6.02M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.72K- 8.31% |
$166K - $199K
|
18.9K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.73K- 0.32% |
$167K - $201K
|
533K
$55.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 9.11% |
$169K - $203K
|
17.4K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.76K- 16.02% |
$170K - $204K
|
9.2K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.77K- 5.14% |
$171K - $205K
|
32.6K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.77K- 14.43% |
$171K - $205K
|
10.5K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.78K- 1.12% |
$172K - $207K
|
157K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.78K- 8.12% |
$173K - $207K
|
20.2K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.78K- 0.81% |
$173K - $207K
|
217K
$22.4M
|