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 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.11% |
$5.74K - $6.48K
|
49.9K
$5.15M
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
51+ 0.48% |
$5.53K - $6.23K
|
10.6K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
51+ 2.94% |
$5.53K - $6.23K
|
1.79K
$184K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 0.78% |
$5.42K - $6.11K
|
6.45K
$666K
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
50+ 1.89% |
$5.42K - $6.11K
|
2.69K
$278K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
50+ 1.52% |
$5.42K - $6.11K
|
3.33K
$344K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
50+ 0.31% |
$5.42K - $6.11K
|
16.3K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.2% |
$5.42K - $6.11K
|
4.23K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
50+ 2.12% |
$5.42K - $6.11K
|
2.41K
$248K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
49+ 0.23% |
$5.31K - $5.99K
|
21.3K
$2.19M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
49+ 0.28% |
$5.31K - $5.99K
|
17.7K
$1.83M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
49+ 0.28% |
$5.31K - $5.99K
|
17.4K
$1.8M
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
49+ 0.54% |
$5.31K - $5.99K
|
9.2K
$950K
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
48+ 2.68% |
$5.2K - $5.87K
|
1.84K
$190K
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
48+ 0.19% |
$5.2K - $5.87K
|
25.8K
$2.66M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
48+ 0.56% |
$5.2K - $5.87K
|
8.68K
$897K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
47+ 0.22% |
$5.09K - $5.74K
|
21.4K
$2.21M
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
47+ 1.3% |
$5.09K - $5.74K
|
3.66K
$378K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 2.04% |
$5.09K - $5.74K
|
2.35K
$242K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46+ 0.22% |
$4.98K - $5.62K
|
20.6K
$2.12M
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
46+ 0.29% |
$4.98K - $5.62K
|
16.1K
$1.66M
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
46+ 0.23% |
$4.98K - $5.62K
|
20.3K
$2.1M
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
46+ 0.72% |
$4.98K - $5.62K
|
6.43K
$664K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.72% |
$4.88K - $5.5K
|
6.28K
$648K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
45+ 1.51% |
$4.88K - $5.5K
|
3.03K
$313K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
44+ 2.03% |
$4.77K - $5.38K
|
2.21K
$228K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
44+ 1.02% |
$4.77K - $5.38K
|
4.35K
$449K
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$4.77K - $5.38K
|
18.6K
$1.92M
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
43+ 0.19% |
$4.66K - $5.25K
|
22.4K
$2.31M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
42+ 1.21% |
$4.55K - $5.13K
|
3.52K
$363K
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
41+ 0.07% |
$4.44K - $5.01K
|
56.5K
$5.83M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
41+ 0.56% |
$4.44K - $5.01K
|
7.33K
$757K
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
40+ 0.51% |
$4.33K - $4.89K
|
7.95K
$821K
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
39+ 0.47% |
$4.23K - $4.77K
|
8.34K
$862K
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.19% |
$4.23K - $4.77K
|
20.7K
$2.14M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
39+ 0.95% |
$4.23K - $4.77K
|
4.13K
$427K
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
39+ 0.76% |
$4.23K - $4.77K
|
5.18K
$535K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
39+ 1.11% |
$4.23K - $4.77K
|
3.56K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
39+ 0.74% |
$4.23K - $4.77K
|
5.29K
$546K
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
39+ 1.89% |
$4.23K - $4.77K
|
2.1K
$217K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38+ 2.86% |
$4.12K - $4.64K
|
1.37K
$141K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
35+ 0.22% |
$3.79K - $4.28K
|
15.8K
$1.63M
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
35+ 0.93% |
$3.79K - $4.28K
|
3.78K
$391K
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
34+ 2.17% |
$3.68K - $4.15K
|
1.6K
$165K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
34+ 1.44% |
$3.68K - $4.15K
|
2.39K
$247K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 0.51% |
$3.68K - $4.15K
|
6.71K
$693K
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
34+ 0.05% |
$3.68K - $4.15K
|
67.6K
$6.99M
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
33+ 0.07% |
$3.58K - $4.03K
|
45K
$4.64M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 0.85% |
$3.58K - $4.03K
|
3.94K
$407K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
33+ 1.01% |
$3.58K - $4.03K
|
3.31K
$342K
|