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 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
718+ 8.91% |
$77.8K - $87.7K
|
8.77K
$937K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
714+ 0.18% |
$77.4K - $87.3K
|
397K
$42.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
711+ 8.33% |
$77K - $86.9K
|
9.24K
$987K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
709+ 8.86% |
$76.8K - $86.6K
|
8.71K
$930K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
705+ 1.86% |
$76.4K - $86.2K
|
38.7K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
703+ 6.7% |
$76.2K - $85.9K
|
11.2K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
702+ 1.24% |
$76.1K - $85.8K
|
57.3K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
701+ 3.12% |
$76K - $85.7K
|
23.2K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
700+ 13.58% |
$75.9K - $85.5K
|
5.85K
$625K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
698+ 5.49% |
$75.6K - $85.3K
|
13.4K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
697+ 0.22% |
$75.5K - $85.2K
|
312K
$33.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
696+ 1.28% |
$75.4K - $85.1K
|
55K
$5.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
692+ 0.72% |
$75K - $84.6K
|
97.3K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
691+ 1.2% |
$74.9K - $84.4K
|
58.3K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
686+ 12.73% |
$74.3K - $83.8K
|
6.07K
$649K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
686+ 2.68% |
$74.3K - $83.8K
|
26.3K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
685+ 1.38% |
$74.2K - $83.7K
|
50.3K
$5.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
683+ 29.23% |
$74K - $83.5K
|
3.02K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
683+ 2.95% |
$74K - $83.5K
|
23.9K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
678+ 1.35% |
$73.5K - $82.9K
|
50.7K
$5.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
678+ 38.05% |
$73.5K - $82.9K
|
2.46K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
672+ 18.31% |
$72.8K - $82.1K
|
4.34K
$464K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
670+ 7.79% |
$72.6K - $81.9K
|
9.27K
$991K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
670+ 2.84% |
$72.6K - $81.9K
|
24.2K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
669+ 1.45% |
$72.5K - $81.8K
|
46.9K
$5.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
667+ 2.53% |
$72.3K - $81.5K
|
27.1K
$2.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
667+ 1.5% |
$72.3K - $81.5K
|
45.2K
$4.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
664+ 13.73% |
$72K - $81.1K
|
5.5K
$587K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
662+ 4.1% |
$71.7K - $80.9K
|
16.8K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
662New |
$71.7K - $80.9K
|
662
$70.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
659+ 2.26% |
$71.4K - $80.5K
|
29.9K
$3.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
659+ 15.13% |
$71.4K - $80.5K
|
5.02K
$536K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
657+ 2.23% |
$71.2K - $80.3K
|
30.2K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
657+ 11.42% |
$71.2K - $80.3K
|
6.41K
$685K
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
650+ 5.34% |
$70.4K - $79.4K
|
12.8K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
649+ 9.33% |
$70.3K - $79.3K
|
7.61K
$813K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
640+ 11.78% |
$69.4K - $78.2K
|
6.08K
$649K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
626+ 4.69% |
$67.8K - $76.5K
|
14K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
623+ 1.57% |
$67.5K - $76.1K
|
40.2K
$4.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
614+ 14.37% |
$66.5K - $75K
|
4.89K
$522K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
611+ 2.63% |
$66.2K - $74.7K
|
23.8K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
611New |
$66.2K - $74.7K
|
611
$65.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
610+ 0.88% |
$66.1K - $74.5K
|
70K
$7.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
609+ 1.72% |
$66K - $74.4K
|
36K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
609+ 3.28% |
$66K - $74.4K
|
19.2K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
608+ 8.29% |
$65.9K - $74.3K
|
7.94K
$848K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
608+ 29.82% |
$65.9K - $74.3K
|
2.65K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
607+ 12.67% |
$65.8K - $74.2K
|
5.4K
$576K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
606+ 4.89% |
$65.7K - $74.1K
|
13K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
604+ 2.81% |
$65.4K - $73.8K
|
22.1K
$2.36M
|