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 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.9KNew |
$206K - $232K
|
1.9K
$203K
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.9KNew |
$205K - $232K
|
1.9K
$202K
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.89K+ 1.23% |
$205K - $231K
|
155K
$16.6M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.89KNew |
$205K - $231K
|
1.89K
$202K
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.89K+ 4.28% |
$204K - $230K
|
45.9K
$4.91M
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.88K+ 22.64% |
$204K - $229K
|
10.2K
$1.09M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 43.19% |
$203K - $229K
|
6.22K
$664K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.87KNew |
$203K - $229K
|
1.87K
$200K
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.87K+ 14.54% |
$203K - $229K
|
14.8K
$1.58M
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.87KNew |
$203K - $229K
|
1.87K
$200K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.87K+ 38.45% |
$202K - $228K
|
6.72K
$718K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.87K+ 5.22% |
$202K - $228K
|
37.6K
$4.01M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.86KNew |
$202K - $227K
|
1.86K
$199K
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 57.2% |
$202K - $227K
|
5.11K
$546K
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.86KNew |
$201K - $227K
|
1.86K
$198K
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.86KNew |
$201K - $227K
|
1.86K
$198K
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.85K+ 5.13% |
$201K - $227K
|
38K
$4.06M
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.85K+ 5.33% |
$201K - $226K
|
36.6K
$3.91M
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
1.85K+ 4.55% |
$200K - $226K
|
42.4K
$4.53M
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.84K+ 5.94% |
$199K - $224K
|
32.8K
$3.5M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.83K+ 3.41% |
$199K - $224K
|
55.6K
$5.94M
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.83K+ 23.24% |
$199K - $224K
|
9.72K
$1.04M
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$199K - $224K
|
1.83K
$196K
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.83K+ 18.35% |
$199K - $224K
|
11.8K
$1.26M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.83K+ 11.53% |
$198K - $224K
|
17.7K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.83K+ 2.04% |
$198K - $223K
|
91.4K
$9.76M
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.83KNew |
$198K - $223K
|
1.83K
$195K
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$198K - $223K
|
1.82K
$195K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 4.72% |
$197K - $223K
|
40.4K
$4.32M
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.82KNew |
$197K - $223K
|
1.82K
$195K
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
1.81KNew |
$196K - $222K
|
1.81K
$194K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.81K+ 27.96% |
$196K - $221K
|
8.29K
$886K
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.81KNew |
$196K - $221K
|
1.81K
$193K
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.81K+ 13.99% |
$196K - $221K
|
14.7K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.81K+ 6.57% |
$196K - $221K
|
29.3K
$3.13M
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1.8K+ 7.95% |
$195K - $220K
|
24.4K
$2.61M
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$195K - $220K
|
1.8K
$192K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.8K+ 20.87% |
$195K - $220K
|
10.4K
$1.11M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.79K+ 5.36% |
$194K - $219K
|
35.2K
$3.77M
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.79KNew |
$194K - $219K
|
1.79K
$192K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.79K+ 4.83% |
$194K - $219K
|
38.8K
$4.15M
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.78K+ 5.37% |
$193K - $218K
|
35K
$3.74M
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
1.78KNew |
$193K - $218K
|
1.78K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.78KNew |
$193K - $218K
|
1.78K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.78K+ 46.61% |
$193K - $218K
|
5.6K
$598K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 38.79% |
$193K - $218K
|
6.37K
$681K
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.78K+ 14.95% |
$193K - $217K
|
13.7K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.77K+ 3.32% |
$192K - $216K
|
55K
$5.87M
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
1.77K+ 12.02% |
$191K - $216K
|
16.5K
$1.76M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.77K+ 6.9% |
$191K - $216K
|
27.4K
$2.92M
|