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 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.99K- 6.83% |
$216K - $243K
|
27.2K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.99K- 46.63% |
$216K - $244K
|
2.28K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-2K- 28.57% |
$217K - $244K
|
5K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2.02K- 19.03% |
$219K - $247K
|
8.6K
$918K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.04K- 0.31% |
$221K - $249K
|
646K
$69.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.04K- 2.19% |
$221K - $250K
|
91.1K
$9.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.05K- 19.1% |
$222K - $250K
|
8.68K
$927K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-2.06K- 46.29% |
$223K - $252K
|
2.39K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.07K- 14.46% |
$224K - $252K
|
12.2K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-2.09K- 1.11% |
$227K - $256K
|
187K
$20M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.1K- 13.75% |
$227K - $256K
|
13.2K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 12.28% |
$228K - $257K
|
15K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.11K- 0.28% |
$229K - $258K
|
762K
$81.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.11K- 2.2% |
$229K - $258K
|
94K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.13K- 0.35% |
$230K - $260K
|
603K
$64.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 6.87% |
$231K - $260K
|
28.9K
$3.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-2.14K- 16.75% |
$231K - $261K
|
10.6K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.18K- 20.59% |
$237K - $267K
|
8.42K
$899K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.2K- 2.87% |
$238K - $268K
|
74.4K
$7.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.22K- 1.78% |
$240K - $271K
|
123K
$13.1M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.22K- 1.35% |
$241K - $271K
|
162K
$17.3M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.23K- 1.58% |
$241K - $272K
|
139K
$14.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.23K- 0.55% |
$241K - $272K
|
400K
$42.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.25K- 19.1% |
$244K - $275K
|
9.53K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.25K- 55.23% |
$244K - $275K
|
1.83K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.26K- 14.48% |
$245K - $276K
|
13.3K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-2.26K- 11.1% |
$245K - $276K
|
18.1K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.3K- 50.13% |
$249K - $281K
|
2.29K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.3K- 13.97% |
$249K - $281K
|
14.2K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2.3K- 14.64% |
$250K - $282K
|
13.4K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.33K- 2.49% |
$252K - $284K
|
91.2K
$9.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.34K- 1.17% |
$254K - $286K
|
198K
$21.1M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.34K- 5.52% |
$254K - $286K
|
40K
$4.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.35K- 2.49% |
$254K - $287K
|
91.9K
$9.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ararat Capital Management, LP
Westport, CT |
SELL
|
- |
-2.35K- 3.13% |
$255K - $287K
|
72.7K
$7.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.36K- 1.41% |
$256K - $289K
|
166K
$17.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.45K- 3.14% |
$266K - $300K
|
75.7K
$8.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.46K- 2.01% |
$266K - $300K
|
119K
$12.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.47K- 19.98% |
$268K - $302K
|
9.9K
$1.06M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.49K- 2.9% |
$269K - $304K
|
83.4K
$8.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.5K- 10.23% |
$271K - $306K
|
21.9K
$2.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.5K- 16.01% |
$271K - $306K
|
13.1K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.51K- 0.79% |
$272K - $307K
|
315K
$33.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.52K- 5.13% |
$273K - $308K
|
46.6K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.53K- 37.56% |
$274K - $309K
|
4.21K
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.57K- 9.0% |
$279K - $314K
|
26K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.58K- 14.2% |
$280K - $315K
|
15.6K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-2.6K- 2.93% |
$281K - $317K
|
85.9K
$9.18M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.7K- 4.15% |
$293K - $330K
|
62.5K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.71K- 0.44% |
$293K - $331K
|
618K
$66M
|