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 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-3.45K- 3.88% |
$334K - $401K
|
85.6K
$8.84M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.49K- 22.45% |
$338K - $406K
|
12.1K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.5K- 2.33% |
$338K - $406K
|
146K
$15.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.51K- 22.32% |
$339K - $408K
|
12.2K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.52K- 53.57% |
$340K - $409K
|
3.05K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3.55K- 6.56% |
$343K - $412K
|
50.5K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-3.6K- 6.85% |
$348K - $418K
|
48.9K
$5.05M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.6K- 8.3% |
$348K - $418K
|
39.8K
$4.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.63K- 4.11% |
$351K - $421K
|
84.6K
$8.74M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.64K- 22.27% |
$352K - $423K
|
12.7K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.65K- 10.13% |
$354K - $425K
|
32.4K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.66K- 3.17% |
$354K - $425K
|
112K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.7K- 4.26% |
$358K - $430K
|
83.1K
$8.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.71K- 19.83% |
$359K - $431K
|
15K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.72K- 9.5% |
$360K - $432K
|
35.4K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.74K- 62.25% |
$362K - $434K
|
2.27K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.75K- 1.13% |
$363K - $436K
|
330K
$34M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.77K- 3.17% |
$365K - $438K
|
115K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.82K- 63.22% |
$370K - $444K
|
2.22K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-3.82K- 36.71% |
$370K - $444K
|
6.58K
$680K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.84K- 21.98% |
$372K - $447K
|
13.6K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.86K- 9.1% |
$374K - $449K
|
38.5K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.9K- 4.57% |
$377K - $453K
|
81.3K
$8.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.93K- 0.34% |
$381K - $457K
|
1.14M
$118M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.94K- 2.6% |
$381K - $458K
|
148K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.94K- 1.88% |
$381K - $458K
|
206K
$21.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3.98K- 7.27% |
$385K - $463K
|
50.8K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.99K- 11.67% |
$386K - $464K
|
30.2K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-4K- 3.63% |
$387K - $465K
|
106K
$11M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-4.07K- 5.39% |
$393K - $473K
|
71.3K
$7.36M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4.1K- 39.54% |
$397K - $477K
|
6.27K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.13K- 0.54% |
$400K - $480K
|
764K
$78.9M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.16K- 12.15% |
$403K - $484K
|
30.1K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.19K- 0.98% |
$405K - $487K
|
422K
$43.5M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.19K- 10.17% |
$406K - $487K
|
37K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.21K- 10.34% |
$407K - $489K
|
36.5K
$3.77M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.21K- 0.12% |
$408K - $490K
|
3.64M
$376M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-4.24K- 20.7% |
$410K - $492K
|
16.2K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.25K- 2.25% |
$411K - $494K
|
184K
$19.1M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-4.28K- 6.59% |
$414K - $497K
|
60.6K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-4.3K- 1.44% |
$416K - $500K
|
294K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.35K- 9.16% |
$421K - $506K
|
43.1K
$4.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.35K- 27.35% |
$421K - $506K
|
11.6K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.38K- 16.66% |
$424K - $509K
|
21.9K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.38K- 8.18% |
$424K - $509K
|
49.2K
$5.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-4.4K- 11.56% |
$426K - $511K
|
33.7K
$3.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.42K- 7.2% |
$428K - $514K
|
57K
$5.89M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.44K- 33.22% |
$430K - $516K
|
8.93K
$922K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-4.44K- 4.28% |
$430K - $516K
|
99.4K
$10.3M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.47K- 11.8% |
$433K - $520K
|
33.5K
$3.45M
|