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 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.03% |
$105 - $127
|
7.64K
$899K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
2+ 0.01% |
$105 - $127
|
18.5K
$2.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2+ 0.03% |
$105 - $127
|
7.85K
$924K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.02% |
$105 - $127
|
12.7K
$1.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2+ 0.67% |
$105 - $127
|
301
$35.4K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.03% |
$105 - $127
|
7.99K
$940K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$52.7 - $63.3
|
3.42K
$402K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1+ 0.03% |
$52.7 - $63.3
|
3.52K
$414K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$52.7 - $63.3
|
9.67K
$1.14M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1+ 0.01% |
$52.7 - $63.3
|
11.5K
$1.35M
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.03% |
$52.7 - $63.3
|
3.96K
$466K
|
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1- 0.02% |
$52.7 - $63.3
|
4.29K
$505K
|
|
|
Oct 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1- -0.0% |
$52.7 - $63.3
|
36K
$4.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2- -0.0% |
$105 - $127
|
149K
$17.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.02% |
$105 - $127
|
10.1K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-2- 0.02% |
$105 - $127
|
12.2K
$1.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-3- 0.01% |
$158 - $190
|
38.2K
$4.49M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.03% |
$158 - $190
|
11.7K
$1.38M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4- 0.14% |
$211 - $253
|
2.94K
$346K
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5- 0.1% |
$264 - $316
|
5K
$588K
|
|
|
Oct 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-5- 6.25% |
$264 - $316
|
75
$8.82K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5- 0.03% |
$264 - $316
|
16.3K
$1.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-6- 0.02% |
$316 - $380
|
34.6K
$4.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$316 - $380
|
5.11K
$601K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-6- 0.04% |
$316 - $380
|
17.1K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-7- 0.13% |
$369 - $443
|
5.24K
$617K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-8- 0.12% |
$422 - $506
|
6.62K
$779K
|
|
|
Nov 12, 2021
Q3 2021
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-12- 0.1% |
$633 - $759
|
12K
$1.42M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-12- 0.22% |
$633 - $759
|
5.45K
$642K
|
|
|
Nov 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-15- 0.22% |
$791 - $949
|
6.66K
$783K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-15- 0.09% |
$791 - $949
|
16.5K
$1.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-15- 0.16% |
$791 - $949
|
9.58K
$1.13M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-16- 0.04% |
$844 - $1.01K
|
42.4K
$4.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16- 0.03% |
$844 - $1.01K
|
51K
$6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-17- 0.33% |
$896 - $1.08K
|
5.17K
$608K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18- 0.18% |
$949 - $1.14K
|
9.77K
$1.15M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.5% |
$1.05K - $1.27K
|
4K
$471K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20- 0.14% |
$1.05K - $1.27K
|
14.7K
$1.73M
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-20- 0.3% |
$1.05K - $1.27K
|
6.74K
$793K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-21- 0.09% |
$1.11K - $1.33K
|
23.4K
$2.75M
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-21- 42.0% |
$1.11K - $1.33K
|
29
$3.41K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-21- 0.11% |
$1.11K - $1.33K
|
18.9K
$2.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-22- 0.03% |
$1.16K - $1.39K
|
79.2K
$9.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-23- 0.25% |
$1.21K - $1.45K
|
9.17K
$1.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-23- 0.57% |
$1.21K - $1.45K
|
4.02K
$473K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-23- 0.6% |
$1.21K - $1.45K
|
3.81K
$448K
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-25- 0.5% |
$1.32K - $1.58K
|
4.98K
$586K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-25- 0.65% |
$1.32K - $1.58K
|
3.8K
$447K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-26- 0.1% |
$1.37K - $1.64K
|
27.1K
$3.19M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-26- 0.4% |
$1.37K - $1.64K
|
6.46K
$760K
|