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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
739+ 13.43% |
$80.1K - $90.3K
|
6.24K
$644K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
738+ 5.26% |
$80K - $90.2K
|
14.8K
$1.52M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
737+ 5.38% |
$79.9K - $90.1K
|
14.4K
$1.49M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
737+ 21.76% |
$79.9K - $90.1K
|
4.12K
$426K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
734New |
$79.5K - $89.7K
|
734
$75.8K
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
731+ 8.0% |
$79.2K - $89.3K
|
9.87K
$1.02M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
727+ 2.29% |
$78.8K - $88.8K
|
32.4K
$3.35M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
726+ 10.64% |
$78.7K - $88.7K
|
7.55K
$779K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
725+ 3.03% |
$78.6K - $88.6K
|
24.6K
$2.55M
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
722+ 13.19% |
$78.2K - $88.2K
|
6.2K
$640K
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
718+ 8.91% |
$77.8K - $87.7K
|
8.77K
$906K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
714+ 0.18% |
$77.4K - $87.3K
|
397K
$41M
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
711+ 8.33% |
$77K - $86.9K
|
9.24K
$955K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
709+ 8.86% |
$76.8K - $86.6K
|
8.71K
$899K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
705+ 1.86% |
$76.4K - $86.2K
|
38.7K
$3.99M
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
703+ 6.7% |
$76.2K - $85.9K
|
11.2K
$1.16M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
702+ 1.24% |
$76.1K - $85.8K
|
57.3K
$5.92M
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
701+ 3.12% |
$76K - $85.7K
|
23.2K
$2.39M
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
700+ 13.58% |
$75.9K - $85.5K
|
5.85K
$604K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
698+ 5.49% |
$75.6K - $85.3K
|
13.4K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
697+ 0.22% |
$75.5K - $85.2K
|
312K
$32.2M
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
696+ 1.28% |
$75.4K - $85.1K
|
55K
$5.68M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
692+ 0.72% |
$75K - $84.6K
|
97.3K
$10M
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
691+ 1.2% |
$74.9K - $84.4K
|
58.3K
$6.02M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
686+ 12.73% |
$74.3K - $83.8K
|
6.07K
$627K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
686+ 2.68% |
$74.3K - $83.8K
|
26.3K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
685+ 1.38% |
$74.2K - $83.7K
|
50.3K
$5.19M
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
683+ 29.23% |
$74K - $83.5K
|
3.02K
$312K
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
683+ 2.95% |
$74K - $83.5K
|
23.9K
$2.46M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
678+ 1.35% |
$73.5K - $82.9K
|
50.7K
$5.24M
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
678+ 38.05% |
$73.5K - $82.9K
|
2.46K
$254K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
672+ 18.31% |
$72.8K - $82.1K
|
4.34K
$449K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
670+ 7.79% |
$72.6K - $81.9K
|
9.27K
$958K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
670+ 2.84% |
$72.6K - $81.9K
|
24.2K
$2.5M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
669+ 1.45% |
$72.5K - $81.8K
|
46.9K
$4.84M
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
667+ 2.53% |
$72.3K - $81.5K
|
27.1K
$2.8M
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
667+ 1.5% |
$72.3K - $81.5K
|
45.2K
$4.67M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
664+ 13.73% |
$72K - $81.1K
|
5.5K
$568K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
662+ 4.1% |
$71.7K - $80.9K
|
16.8K
$1.74M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
662New |
$71.7K - $80.9K
|
662
$68.4K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
659+ 2.26% |
$71.4K - $80.5K
|
29.9K
$3.08M
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
659+ 15.13% |
$71.4K - $80.5K
|
5.02K
$518K
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
657+ 2.23% |
$71.2K - $80.3K
|
30.2K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
657+ 11.42% |
$71.2K - $80.3K
|
6.41K
$662K
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
650+ 5.34% |
$70.4K - $79.4K
|
12.8K
$1.32M
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
649+ 9.33% |
$70.3K - $79.3K
|
7.61K
$785K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
640+ 11.78% |
$69.4K - $78.2K
|
6.08K
$627K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
626+ 4.69% |
$67.8K - $76.5K
|
14K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
623+ 1.57% |
$67.5K - $76.1K
|
40.2K
$4.15M
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
614+ 14.37% |
$66.5K - $75K
|
4.89K
$505K
|