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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
17+ 0.24% |
$1.84K - $2.08K
|
6.97K
$720K
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
16+ 0.75% |
$1.73K - $1.96K
|
2.16K
$223K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
16+ 0.46% |
$1.73K - $1.96K
|
3.46K
$357K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
16+ 0.38% |
$1.73K - $1.96K
|
4.24K
$438K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.17% |
$1.63K - $1.83K
|
8.84K
$913K
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15+ 0.22% |
$1.63K - $1.83K
|
6.8K
$702K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.77% |
$1.63K - $1.83K
|
1.97K
$204K
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
14+ 0.35% |
$1.52K - $1.71K
|
3.96K
$409K
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.36% |
$1.52K - $1.71K
|
3.91K
$403K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14+ 0.29% |
$1.52K - $1.71K
|
4.92K
$508K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14+ 0.58% |
$1.52K - $1.71K
|
2.42K
$250K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 0.6% |
$1.52K - $1.71K
|
2.36K
$244K
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
13+ 0.17% |
$1.41K - $1.59K
|
7.46K
$771K
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13+ 0.22% |
$1.41K - $1.59K
|
5.92K
$611K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.02% |
$1.41K - $1.59K
|
59.7K
$6.16M
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
12+ 0.78% |
$1.3K - $1.47K
|
1.54K
$159K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
11+ 0.02% |
$1.19K - $1.34K
|
68.9K
$7.12M
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
11+ 0.15% |
$1.19K - $1.34K
|
7.6K
$785K
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
11+ 0.05% |
$1.19K - $1.34K
|
21K
$2.17M
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11+ 0.16% |
$1.19K - $1.34K
|
6.73K
$695K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11+ 0.27% |
$1.19K - $1.34K
|
4.03K
$416K
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.09% |
$1.08K - $1.22K
|
11K
$1.14M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10+ 0.14% |
$1.08K - $1.22K
|
7.11K
$734K
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.17% |
$1.08K - $1.22K
|
5.88K
$608K
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.08K - $1.22K
|
4.83K
$499K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10+ 0.14% |
$1.08K - $1.22K
|
7.11K
$735K
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.32% |
$1.08K - $1.22K
|
3.13K
$323K
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.25% |
$975 - $1.1K
|
3.55K
$367K
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
9+ 0.17% |
$975 - $1.1K
|
5.45K
$562K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$975 - $1.1K
|
21.5K
$2.22M
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
9+ 0.48% |
$975 - $1.1K
|
1.87K
$193K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.85% |
$975 - $1.1K
|
1.07K
$110K
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.12% |
$975 - $1.1K
|
7.67K
$792K
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
9+ 0.06% |
$975 - $1.1K
|
16.2K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
9+ 0.26% |
$975 - $1.1K
|
3.53K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.15% |
$975 - $1.1K
|
5.85K
$604K
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9+ 0.32% |
$975 - $1.1K
|
2.81K
$290K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8+ 0.2% |
$867 - $978
|
3.96K
$409K
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8+ 0.05% |
$867 - $978
|
16.5K
$1.7M
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8+ 0.22% |
$867 - $978
|
3.58K
$370K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.42% |
$867 - $978
|
1.9K
$196K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8+ 0.18% |
$867 - $978
|
4.53K
$467K
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
8+ 0.01% |
$867 - $978
|
120K
$12.4M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7+ 0.16% |
$759 - $855
|
4.29K
$443K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.06% |
$759 - $855
|
10.9K
$1.13M
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.45% |
$759 - $855
|
1.56K
$161K
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.02% |
$759 - $855
|
46K
$4.75M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
6+ 0.15% |
$650 - $733
|
3.94K
$407K
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
6+ 0.29% |
$650 - $733
|
2.06K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
6+ 0.47% |
$650 - $733
|
1.29K
$133K
|