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 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 1.81% |
$10.8K - $12.2K
|
5.62K
$580K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
99+ 1.62% |
$10.7K - $12.1K
|
6.22K
$642K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
99+ 2.26% |
$10.7K - $12.1K
|
4.47K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
99+ 1.47% |
$10.7K - $12.1K
|
6.84K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
99+ 0.93% |
$10.7K - $12.1K
|
10.7K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
97+ 0.58% |
$10.5K - $11.9K
|
16.9K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
96+ 1.03% |
$10.4K - $11.7K
|
9.45K
$976K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
95+ 0.66% |
$10.3K - $11.6K
|
14.4K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95+ 4.8% |
$10.3K - $11.6K
|
2.07K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
93+ 4.74% |
$10.1K - $11.4K
|
2.06K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
92+ 1.39% |
$9.97K - $11.2K
|
6.7K
$692K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
92+ 1.6% |
$9.97K - $11.2K
|
5.85K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
92+ 4.36% |
$9.97K - $11.2K
|
2.2K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
91+ 3.2% |
$9.86K - $11.1K
|
2.93K
$303K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
91+ 1.39% |
$9.86K - $11.1K
|
6.63K
$684K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
91+ 1.94% |
$9.86K - $11.1K
|
4.78K
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
90+ 0.36% |
$9.75K - $11K
|
24.8K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
90+ 0.36% |
$9.75K - $11K
|
25.3K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88+ 7.01% |
$9.54K - $10.8K
|
1.34K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
88+ 27.5% |
$9.54K - $10.8K
|
408
$42.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
87+ 2.11% |
$9.43K - $10.6K
|
4.21K
$434K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
87+ 1.42% |
$9.43K - $10.6K
|
6.2K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87+ 15.18% |
$9.43K - $10.6K
|
660
$68.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
86+ 0.64% |
$9.32K - $10.5K
|
13.5K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
BUY
|
- |
86+ 1.87% |
$9.32K - $10.5K
|
4.7K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
85+ 4.11% |
$9.21K - $10.4K
|
2.15K
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.96% |
$9.21K - $10.4K
|
8.93K
$923K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
85+ 4.24% |
$9.21K - $10.4K
|
2.09K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
85+ 3.29% |
$9.21K - $10.4K
|
2.67K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
84+ 0.19% |
$9.1K - $10.3K
|
45K
$4.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
83+ 1.91% |
$8.99K - $10.1K
|
4.44K
$458K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
82+ 0.67% |
$8.89K - $10K
|
12.4K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
82+ 0.25% |
$8.89K - $10K
|
33.1K
$3.42M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.14% |
$8.78K - $9.9K
|
3.86K
$399K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
81+ 1.51% |
$8.78K - $9.9K
|
5.43K
$561K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
81+ 0.41% |
$8.78K - $9.9K
|
19.8K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
81+ 0.58% |
$8.78K - $9.9K
|
14K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
80+ 0.12% |
$8.67K - $9.78K
|
68.7K
$7.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
79+ 0.7% |
$8.56K - $9.65K
|
11.3K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
78+ 4.33% |
$8.45K - $9.53K
|
1.88K
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
78+ 1.39% |
$8.45K - $9.53K
|
5.68K
$586K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 1.44% |
$8.45K - $9.53K
|
5.48K
$566K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
78+ 0.65% |
$8.45K - $9.53K
|
12.2K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
78+ 0.3% |
$8.45K - $9.53K
|
26.2K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
76+ 4.07% |
$8.24K - $9.29K
|
1.95K
$201K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
76+ 2.52% |
$8.24K - $9.29K
|
3.1K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
75+ 0.15% |
$8.13K - $9.17K
|
51.3K
$5.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
75+ 1.35% |
$8.13K - $9.17K
|
5.64K
$583K
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
73+ 0.61% |
$7.91K - $8.92K
|
12K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
73+ 0.68% |
$7.91K - $8.92K
|
10.8K
$1.11M
|