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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
73+ 1.33% |
$7.91K - $8.92K
|
5.55K
$573K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
72+ 0.71% |
$7.8K - $8.8K
|
10.3K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
72+ 0.6% |
$7.8K - $8.8K
|
12.1K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
72+ 1.01% |
$7.8K - $8.8K
|
7.2K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
71+ 10.92% |
$7.69K - $8.68K
|
721
$74.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
70+ 0.99% |
$7.59K - $8.55K
|
7.13K
$736K
|
|
|
Jul 31, 2024
Q2 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
70+ 0.61% |
$7.59K - $8.55K
|
11.6K
$1.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
69+ 0.48% |
$7.48K - $8.43K
|
14.3K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
69+ 3.43% |
$7.48K - $8.43K
|
2.08K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
69+ 0.11% |
$7.48K - $8.43K
|
65.1K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
69+ 4.25% |
$7.48K - $8.43K
|
1.69K
$175K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.55% |
$7.26K - $8.19K
|
12.3K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
67+ 59.29% |
$7.26K - $8.19K
|
180
$18.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67+ 6.66% |
$7.26K - $8.19K
|
1.07K
$111K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
66+ 3.02% |
$7.15K - $8.07K
|
2.25K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
66+ 1.23% |
$7.15K - $8.07K
|
5.44K
$562K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
65+ 1.71% |
$7.04K - $7.94K
|
3.87K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
65+ 0.1% |
$7.04K - $7.94K
|
68.5K
$7.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
64+ 0.11% |
$6.94K - $7.82K
|
59.2K
$6.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
64+ 0.06% |
$6.94K - $7.82K
|
104K
$10.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
64+ 1.75% |
$6.94K - $7.82K
|
3.73K
$385K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
64+ 0.77% |
$6.94K - $7.82K
|
8.36K
$863K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
64+ 0.1% |
$6.94K - $7.82K
|
64.7K
$6.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
63+ 1.6% |
$6.83K - $7.7K
|
4K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
62+ 0.39% |
$6.72K - $7.58K
|
15.9K
$1.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
61+ 0.39% |
$6.61K - $7.45K
|
15.5K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
61+ 0.02% |
$6.61K - $7.45K
|
321K
$33.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
60+ 2.08% |
$6.5K - $7.33K
|
2.95K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
60+ 7.64% |
$6.5K - $7.33K
|
845
$87.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
59+ 0.65% |
$6.39K - $7.21K
|
9.09K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
59+ 0.62% |
$6.39K - $7.21K
|
9.61K
$992K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
59+ 0.52% |
$6.39K - $7.21K
|
11.4K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
59+ 0.62% |
$6.39K - $7.21K
|
9.51K
$983K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
58+ 1.39% |
$6.28K - $7.09K
|
4.23K
$437K
|
|
|
Aug 02, 2024
Q2 2024
|
Park Circle CO
|
BUY
|
- |
58+ 0.33% |
$6.28K - $7.09K
|
17.8K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
58+ 1.69% |
$6.28K - $7.09K
|
3.48K
$359K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
56+ 0.66% |
$6.07K - $6.84K
|
8.58K
$886K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.8% |
$6.07K - $6.84K
|
3.17K
$327K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
56+ 0.36% |
$6.07K - $6.84K
|
15.7K
$1.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
56+ 0.28% |
$6.07K - $6.84K
|
20K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
56+ 1.83% |
$6.07K - $6.84K
|
3.12K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
56+ 0.64% |
$6.07K - $6.84K
|
8.76K
$904K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
55+ 0.42% |
$5.96K - $6.72K
|
13K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
55+ 0.14% |
$5.96K - $6.72K
|
38.8K
$4.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
54+ 2.72% |
$5.85K - $6.6K
|
2.04K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
54+ 2.09% |
$5.85K - $6.6K
|
2.64K
$273K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
53+ 0.76% |
$5.74K - $6.48K
|
7.04K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
53+ 0.44% |
$5.74K - $6.48K
|
12.1K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
53New |
$5.74K - $6.48K
|
53
$5.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
53+ 1.67% |
$5.74K - $6.48K
|
3.22K
$333K
|