Purchases and Sales Made in Q2 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.27K+ 27.99% |
$571K - $643K
|
24.1K
$2.57M
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
5.23KNew |
$566K - $639K
|
5.23K
$558K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.21K+ 14.94% |
$565K - $637K
|
40.1K
$4.28M
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.2K+ 3.41% |
$563K - $635K
|
158K
$16.9M
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.16K+ 23.39% |
$559K - $631K
|
27.2K
$2.91M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5.16K+ 17.26% |
$559K - $631K
|
35.1K
$3.75M
|
|
Aug 12, 2024
Q2 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
5.15K+ 6.34% |
$558K - $629K
|
86.4K
$9.23M
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.14K+ 31.64% |
$557K - $629K
|
21.4K
$2.29M
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
5.13K+ 8.21% |
$556K - $627K
|
67.6K
$7.22M
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.12KNew |
$555K - $626K
|
5.12K
$547K
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
5.11K+ 11.35% |
$554K - $624K
|
50.1K
$5.35M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.1K+ 28.15% |
$553K - $623K
|
23.2K
$2.48M
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
5.07K+ 88.61% |
$549K - $620K
|
10.8K
$1.15M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
5.07K+ 59.5% |
$549K - $619K
|
13.6K
$1.45M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.06K+ 33.88% |
$549K - $619K
|
20K
$2.14M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.05KNew |
$548K - $617K
|
5.05K
$540K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.05KNew |
$547K - $617K
|
5.05K
$540K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.05K+ 5.97% |
$547K - $617K
|
89.6K
$9.58M
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
5.04K+ 11.04% |
$546K - $616K
|
50.7K
$5.42M
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
5.03K+ 14.47% |
$545K - $614K
|
39.8K
$4.25M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.02K+ 28.81% |
$544K - $614K
|
22.5K
$2.4M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.02K+ 51.78% |
$544K - $613K
|
14.7K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.98K+ 32.8% |
$540K - $609K
|
20.2K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.97K+ 30.72% |
$539K - $608K
|
21.2K
$2.26M
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.97KNew |
$538K - $607K
|
4.97K
$531K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.95K+ 10.58% |
$536K - $605K
|
51.7K
$5.53M
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.94KNew |
$536K - $604K
|
4.94K
$528K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.93KNew |
$534K - $602K
|
4.93K
$526K
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
4.9K+ 80.43% |
$531K - $599K
|
11K
$1.17M
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.82K+ 265.53% |
$523K - $589K
|
6.64K
$709K
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
4.81K+ 30.13% |
$521K - $588K
|
20.8K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.8K+ 10.82% |
$520K - $587K
|
49.2K
$5.25M
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.77KNew |
$517K - $583K
|
4.77K
$510K
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.75K+ 11.98% |
$515K - $581K
|
44.4K
$4.74M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.73K+ 83.79% |
$512K - $577K
|
10.4K
$1.11M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.7K+ 41.95% |
$509K - $574K
|
15.9K
$1.7M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.65K+ 10.7% |
$504K - $569K
|
48.1K
$5.14M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.63K+ 21.43% |
$502K - $566K
|
26.2K
$2.8M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.63K+ 9.93% |
$501K - $565K
|
51.2K
$5.47M
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.62K+ 23.55% |
$501K - $565K
|
24.2K
$2.59M
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.6K+ 6.88% |
$499K - $562K
|
71.5K
$7.63M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
4.6K+ 11.74% |
$498K - $562K
|
43.8K
$4.68M
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.59K+ 37.59% |
$497K - $561K
|
16.8K
$1.79M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.59K+ 99.39% |
$497K - $560K
|
9.2K
$983K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.57K+ 9.54% |
$495K - $559K
|
52.5K
$5.61M
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
4.57K+ 7.52% |
$495K - $558K
|
65.3K
$6.97M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.56K+ 2.63% |
$494K - $557K
|
178K
$19M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.56K+ 2.63% |
$494K - $557K
|
178K
$19M
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4.55K+ 10.75% |
$493K - $556K
|
46.9K
$5.01M
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.54KNew |
$492K - $555K
|
4.54K
$485K
|