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
|
Gratus Capital LLC
|
BUY
|
- |
517+ 1.99% |
$56K - $63.2K
|
26.6K
$2.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
516+ 5.33% |
$55.9K - $63.1K
|
10.2K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
516+ 0.88% |
$55.9K - $63.1K
|
59K
$6.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
516+ 20.98% |
$55.9K - $63.1K
|
2.98K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
516+ 20.19% |
$55.9K - $63.1K
|
3.07K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
515+ 2.89% |
$55.8K - $62.9K
|
18.3K
$1.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
514+ 2.17% |
$55.7K - $62.8K
|
24.2K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
511+ 1.34% |
$55.4K - $62.4K
|
38.6K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
507+ 3.77% |
$54.9K - $62K
|
14K
$1.49M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
507+ 11.1% |
$54.9K - $62K
|
5.07K
$542K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
503+ 0.29% |
$54.5K - $61.5K
|
176K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
503+ 4.24% |
$54.5K - $61.5K
|
12.4K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
501+ 4.95% |
$54.3K - $61.2K
|
10.6K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
500+ 15.02% |
$54.2K - $61.1K
|
3.83K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
500+ 2.21% |
$54.2K - $61.1K
|
23.2K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
500+ 1.76% |
$54.2K - $61.1K
|
28.9K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
497+ 2.96% |
$53.9K - $60.7K
|
17.3K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
497+ 1.38% |
$53.9K - $60.7K
|
36.6K
$3.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
496+ 0.65% |
$53.7K - $60.6K
|
77.1K
$8.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
491+ 18.7% |
$53.2K - $60K
|
3.12K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
490+ 0.64% |
$53.1K - $59.9K
|
76.5K
$8.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
489+ 0.29% |
$53K - $59.8K
|
167K
$17.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
488+ 14.75% |
$52.9K - $59.6K
|
3.8K
$406K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
487+ 1.58% |
$52.8K - $59.5K
|
31.3K
$3.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
487+ 19.1% |
$52.8K - $59.5K
|
3.04K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
487+ 6.48% |
$52.8K - $59.5K
|
8.01K
$855K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
486+ 111.47% |
$52.7K - $59.4K
|
922
$98.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
485+ 2.55% |
$52.6K - $59.3K
|
19.5K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
484+ 12.01% |
$52.4K - $59.1K
|
4.51K
$482K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
481+ 0.91% |
$52.1K - $58.8K
|
53.6K
$5.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
479+ 0.45% |
$51.9K - $58.5K
|
106K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
479+ 11.53% |
$51.9K - $58.5K
|
4.63K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
475+ 14.87% |
$51.5K - $58K
|
3.67K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
475+ 22.61% |
$51.5K - $58K
|
2.58K
$275K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
472+ 2.53% |
$51.1K - $57.7K
|
19.1K
$2.04M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
471+ 9.69% |
$51K - $57.6K
|
5.33K
$570K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
470+ 0.75% |
$50.9K - $57.4K
|
63.5K
$6.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
470+ 8.21% |
$50.9K - $57.4K
|
6.2K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
470+ 4.05% |
$50.9K - $57.4K
|
12.1K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
469+ 4.74% |
$50.8K - $57.3K
|
10.4K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
467+ 0.49% |
$50.6K - $57.1K
|
95.7K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
467+ 7.08% |
$50.6K - $57.1K
|
7.07K
$755K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
465+ 7.23% |
$50.4K - $56.8K
|
6.9K
$737K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
464+ 10.44% |
$50.3K - $56.7K
|
4.91K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
461+ 3.14% |
$50K - $56.3K
|
15.1K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
460+ 12.48% |
$49.8K - $56.2K
|
4.15K
$443K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
459+ 7.53% |
$49.7K - $56.1K
|
6.55K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
458+ 43.45% |
$49.6K - $56K
|
1.51K
$162K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
454+ 3.94% |
$49.2K - $55.5K
|
12K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
454+ 18.38% |
$49.2K - $55.5K
|
2.92K
$312K
|