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 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-8.17K- 14.14% |
$791K - $949K
|
49.6K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-8.25K- 0.47% |
$799K - $959K
|
1.75M
$206M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.27K- 14.72% |
$800K - $961K
|
47.9K
$5.64M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.32K- 7.57% |
$805K - $967K
|
102K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8.33K- 10.69% |
$807K - $969K
|
69.6K
$8.19M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.38K- 49.12% |
$811K - $974K
|
8.68K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-8.4K- 69.68% |
$813K - $977K
|
3.66K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.47K- 7.61% |
$820K - $985K
|
103K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.51K- 67.5% |
$824K - $989K
|
4.1K
$482K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.6K- 0.78% |
$832K - $1M
|
1.09M
$128M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.65K- 6.5% |
$837K - $1M
|
124K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8.93K- 99.7% |
$864K - $1.04M
|
27
$3.18K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-9.12K- 21.71% |
$883K - $1.06M
|
32.9K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 4.01% |
$884K - $1.06M
|
218K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9.34K- 50.58% |
$904K - $1.09M
|
9.12K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9.38K- 2.84% |
$908K - $1.09M
|
321K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-9.4K- 8.52% |
$910K - $1.09M
|
101K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.43K- 76.59% |
$912K - $1.1M
|
2.88K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-9.48K- 21.08% |
$917K - $1.1M
|
35.5K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-9.57K- 10.31% |
$927K - $1.11M
|
83.3K
$9.8M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.62K- 26.39% |
$931K - $1.12M
|
26.8K
$3.16M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-9.74K- 19.46% |
$943K - $1.13M
|
40.3K
$4.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-9.82K- 7.11% |
$951K - $1.14M
|
128K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-9.83K- 1.21% |
$952K - $1.14M
|
805K
$94.7M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-9.86K- 10.15% |
$955K - $1.15M
|
87.3K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-9.87K- 27.75% |
$956K - $1.15M
|
25.7K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-9.97K- 6.28% |
$965K - $1.16M
|
149K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-10.1K- 3.27% |
$976K - $1.17M
|
299K
$35.1M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-10.5K- 26.56% |
$1.01M - $1.22M
|
28.9K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-10.5K- 16.26% |
$1.02M - $1.22M
|
54K
$6.36M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 7.91% |
$1.02M - $1.23M
|
123K
$14.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-10.6K- 79.9% |
$1.03M - $1.23M
|
2.67K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-10.7K- 8.83% |
$1.03M - $1.24M
|
110K
$13M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-10.8K- 45.96% |
$1.04M - $1.25M
|
12.6K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11K- 0.32% |
$1.06M - $1.28M
|
3.42M
$402M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-11K- 4.54% |
$1.06M - $1.28M
|
231K
$27.2M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11K- 45.05% |
$1.07M - $1.28M
|
13.5K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.2K- 8.9% |
$1.08M - $1.3M
|
114K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-11.4K- 0.63% |
$1.11M - $1.33M
|
1.79M
$210M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-11.6K- 5.92% |
$1.12M - $1.35M
|
184K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-11.7K- 8.17% |
$1.13M - $1.36M
|
131K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-11.7K- 1.15% |
$1.13M - $1.36M
|
1.01M
$118M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.7K- 9.14% |
$1.13M - $1.36M
|
116K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.8K- 2.67% |
$1.14M - $1.37M
|
428K
$50.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-11.9K- 64.68% |
$1.15M - $1.38M
|
6.5K
$765K
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-11.9K- 0.75% |
$1.15M - $1.38M
|
1.59M
$187M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-12K- 19.02% |
$1.16M - $1.4M
|
51.2K
$6.02M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-12.4K- 11.1% |
$1.2M - $1.44M
|
99.4K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-12.5K- 11.22% |
$1.21M - $1.45M
|
98.8K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.6K- 0.94% |
$1.22M - $1.46M
|
1.32M
$156M
|