Purchases and Sales Made in Q3 2021 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
110+ 3.16% |
$5.8K - $6.96K
|
3.59K
$422K
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
108+ 1.01% |
$5.69K - $6.83K
|
10.8K
$1.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
106+ 53.0% |
$5.59K - $6.71K
|
306
$36K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
106+ 0.39% |
$5.59K - $6.71K
|
27.6K
$3.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
105+ 1.19% |
$5.54K - $6.64K
|
8.89K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
105+ 0.74% |
$5.54K - $6.64K
|
14.3K
$1.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
104+ 4.87% |
$5.48K - $6.58K
|
2.24K
$264K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
103+ 0.17% |
$5.43K - $6.52K
|
60.8K
$7.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
103+ 0.13% |
$5.43K - $6.52K
|
80.1K
$9.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
103+ 2.61% |
$5.43K - $6.52K
|
4.05K
$477K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
102+ 1.83% |
$5.38K - $6.45K
|
5.66K
$666K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
102+ 0.68% |
$5.38K - $6.45K
|
15.2K
$1.79M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
101+ 23.6% |
$5.33K - $6.39K
|
529
$62.2K
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
101+ 1.99% |
$5.33K - $6.39K
|
5.19K
$610K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 0.78% |
$5.27K - $6.33K
|
13K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
100+ 1.56% |
$5.27K - $6.33K
|
6.53K
$768K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
100+ 1.16% |
$5.27K - $6.33K
|
8.76K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
100+ 1.07% |
$5.27K - $6.33K
|
9.45K
$1.11M
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
100+ 2.34% |
$5.27K - $6.33K
|
4.37K
$514K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
98+ 1.02% |
$5.17K - $6.2K
|
9.66K
$1.14M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
96New |
$5.06K - $6.07K
|
96
$11.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
94+ 0.35% |
$4.96K - $5.95K
|
27K
$3.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
92+ 2.65% |
$4.85K - $5.82K
|
3.57K
$420K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
91+ 0.17% |
$4.8K - $5.76K
|
54.3K
$6.38M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
90+ 0.83% |
$4.75K - $5.69K
|
10.9K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
89+ 1.84% |
$4.69K - $5.63K
|
4.93K
$580K
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
86+ 0.19% |
$4.53K - $5.44K
|
44.9K
$5.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
86+ 0.08% |
$4.53K - $5.44K
|
109K
$12.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
84+ 0.5% |
$4.43K - $5.31K
|
16.8K
$1.98M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
83+ 1.87% |
$4.38K - $5.25K
|
4.53K
$533K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
80+ 0.67% |
$4.22K - $5.06K
|
12K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
80+ 1.71% |
$4.22K - $5.06K
|
4.76K
$560K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
78+ 3.37% |
$4.11K - $4.93K
|
2.4K
$282K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
78+ 1.47% |
$4.11K - $4.93K
|
5.38K
$633K
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
76+ 0.69% |
$4.01K - $4.81K
|
11K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
75+ 0.11% |
$3.95K - $4.74K
|
70.6K
$8.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
75+ 5.4% |
$3.95K - $4.74K
|
1.46K
$172K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
73+ 1.88% |
$3.85K - $4.62K
|
3.96K
$466K
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
73+ 0.28% |
$3.85K - $4.62K
|
26.5K
$3.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
71+ 1.11% |
$3.74K - $4.49K
|
6.45K
$759K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 0.7% |
$3.74K - $4.49K
|
10.3K
$1.21M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
70+ 1.32% |
$3.69K - $4.43K
|
5.39K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
69+ 0.97% |
$3.64K - $4.36K
|
7.2K
$847K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68New |
$3.59K - $4.3K
|
68
$8K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
68+ 0.04% |
$3.59K - $4.3K
|
168K
$19.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67+ 0.47% |
$3.53K - $4.24K
|
14.2K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
67+ 0.47% |
$3.53K - $4.24K
|
14.4K
$1.69M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
67+ 2.63% |
$3.53K - $4.24K
|
2.61K
$308K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
66+ 1.84% |
$3.48K - $4.18K
|
3.65K
$429K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
66+ 1.07% |
$3.48K - $4.18K
|
6.23K
$733K
|