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 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
32+ 0.03% |
$3.47K - $3.91K
|
105K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
32+ 0.17% |
$3.47K - $3.91K
|
19.1K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31+ 1.11% |
$3.36K - $3.79K
|
2.84K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
31+ 0.25% |
$3.36K - $3.79K
|
12.6K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
31+ 1.28% |
$3.36K - $3.79K
|
2.46K
$254K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
30+ 0.29% |
$3.25K - $3.67K
|
10.4K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
30+ 0.84% |
$3.25K - $3.67K
|
3.58K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30+ 1.7% |
$3.25K - $3.67K
|
1.8K
$185K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
30+ 0.19% |
$3.25K - $3.67K
|
15.9K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30+ 0.85% |
$3.25K - $3.67K
|
3.57K
$369K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
29+ 0.08% |
$3.14K - $3.54K
|
37.2K
$3.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
29+ 0.31% |
$3.14K - $3.54K
|
9.25K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
29+ 7.13% |
$3.14K - $3.54K
|
436
$45K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
28+ 0.07% |
$3.03K - $3.42K
|
37.4K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.29% |
$3.03K - $3.42K
|
9.84K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
27+ 0.84% |
$2.93K - $3.3K
|
3.25K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27+ 0.32% |
$2.93K - $3.3K
|
8.4K
$867K
|
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
27+ 0.39% |
$2.93K - $3.3K
|
7.01K
$724K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
26+ 0.52% |
$2.82K - $3.18K
|
5.01K
$517K
|
|
|
Jul 22, 2024
Q2 2024
|
Grace & White Inc
|
BUY
|
- |
25+ 0.39% |
$2.71K - $3.06K
|
6.48K
$669K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
25+ 0.5% |
$2.71K - $3.06K
|
5.01K
$517K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.13% |
$2.71K - $3.06K
|
19.3K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 0.82% |
$2.71K - $3.06K
|
3.06K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
25New |
$2.71K - $3.06K
|
25
$2.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
24+ 0.37% |
$2.6K - $2.93K
|
6.49K
$670K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24+ 1.09% |
$2.6K - $2.93K
|
2.22K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 0.24% |
$2.6K - $2.93K
|
10.1K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
23+ 0.12% |
$2.49K - $2.81K
|
18.8K
$1.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
23+ 0.19% |
$2.49K - $2.81K
|
12.3K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 0.93% |
$2.49K - $2.81K
|
2.51K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
23+ 0.78% |
$2.49K - $2.81K
|
2.96K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.21% |
$2.38K - $2.69K
|
10.5K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
22+ 0.04% |
$2.38K - $2.69K
|
51.1K
$5.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.97% |
$2.38K - $2.69K
|
2.3K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21+ 0.24% |
$2.28K - $2.57K
|
8.94K
$923K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
21+ 0.5% |
$2.28K - $2.57K
|
4.19K
$432K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
20+ 1.04% |
$2.17K - $2.44K
|
1.94K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
20+ 0.4% |
$2.17K - $2.44K
|
5.01K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
BUY
|
- |
20+ 0.57% |
$2.17K - $2.44K
|
3.54K
$365K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
19+ 0.13% |
$2.06K - $2.32K
|
14.4K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
19+ 0.72% |
$2.06K - $2.32K
|
2.67K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19+ 0.15% |
$2.06K - $2.32K
|
12.8K
$1.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.56% |
$1.95K - $2.2K
|
3.21K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 0.67% |
$1.95K - $2.2K
|
2.7K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
18+ 0.55% |
$1.95K - $2.2K
|
3.31K
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
18+ 0.09% |
$1.95K - $2.2K
|
19.8K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
18+ 0.83% |
$1.95K - $2.2K
|
2.17K
$225K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
17+ 0.01% |
$1.84K - $2.08K
|
173K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17+ 0.21% |
$1.84K - $2.08K
|
7.99K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17+ 0.08% |
$1.84K - $2.08K
|
21.1K
$2.18M
|