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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.48K- 2.79% |
$627K - $753K
|
226K
$23.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.52K- 4.88% |
$631K - $758K
|
127K
$13.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-6.55K- 10.16% |
$634K - $761K
|
57.9K
$5.98M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-6.56K- 20.02% |
$635K - $762K
|
26.2K
$2.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.61K- 3.98% |
$640K - $769K
|
160K
$16.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.63K- 0.85% |
$642K - $771K
|
777K
$80.3M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.67K- 0.55% |
$645K - $775K
|
1.21M
$125M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.75K- 42.34% |
$654K - $785K
|
9.2K
$950K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-6.88K- 18.25% |
$666K - $799K
|
30.8K
$3.18M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-6.92K- 45.98% |
$670K - $805K
|
8.14K
$840K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.96K- 12.48% |
$674K - $809K
|
48.8K
$5.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.12K- 1.07% |
$690K - $828K
|
658K
$68M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-7.16K- 4.46% |
$693K - $832K
|
153K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-7.16K- 7.97% |
$693K - $832K
|
82.7K
$8.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.2K- 33.69% |
$697K - $837K
|
14.2K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.23K- 1.79% |
$700K - $841K
|
396K
$40.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.25K- 24.15% |
$702K - $843K
|
22.8K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.58K- 22.66% |
$734K - $881K
|
25.9K
$2.67M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-7.76K- 3.07% |
$751K - $902K
|
245K
$25.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.8K- 81.28% |
$755K - $907K
|
1.8K
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-7.83K- 55.37% |
$758K - $910K
|
6.31K
$652K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-7.96K- 46.79% |
$770K - $925K
|
9.05K
$934K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.99K- 86.2% |
$773K - $929K
|
1.28K
$132K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.01K- 3.38% |
$775K - $931K
|
229K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-8.07K- 3.57% |
$781K - $938K
|
218K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-8.08K- 13.71% |
$782K - $939K
|
50.9K
$5.25M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-8.08K- 22.84% |
$782K - $940K
|
27.3K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.1K- 1.15% |
$784K - $942K
|
694K
$71.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.16K- 50.71% |
$790K - $949K
|
7.93K
$819K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-8.17K- 14.14% |
$791K - $949K
|
49.6K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-8.25K- 0.47% |
$799K - $959K
|
1.75M
$181M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.27K- 14.72% |
$800K - $961K
|
47.9K
$4.95M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.32K- 7.57% |
$805K - $967K
|
102K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8.33K- 10.69% |
$807K - $969K
|
69.6K
$7.19M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.38K- 49.12% |
$811K - $974K
|
8.68K
$896K
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-8.4K- 69.68% |
$813K - $977K
|
3.66K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.47K- 7.61% |
$820K - $985K
|
103K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.51K- 67.5% |
$824K - $989K
|
4.1K
$423K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.6K- 0.78% |
$832K - $1M
|
1.09M
$112M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.65K- 6.5% |
$837K - $1M
|
124K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8.93K- 99.7% |
$864K - $1.04M
|
27
$2.79K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-9.12K- 21.71% |
$883K - $1.06M
|
32.9K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 4.01% |
$884K - $1.06M
|
218K
$22.6M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9.34K- 50.58% |
$904K - $1.09M
|
9.12K
$942K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9.38K- 2.84% |
$908K - $1.09M
|
321K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-9.4K- 8.52% |
$910K - $1.09M
|
101K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.43K- 76.59% |
$912K - $1.1M
|
2.88K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-9.48K- 21.08% |
$917K - $1.1M
|
35.5K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-9.57K- 10.31% |
$927K - $1.11M
|
83.3K
$8.6M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.62K- 26.39% |
$931K - $1.12M
|
26.8K
$2.77M
|