Purchases and Sales Made in Q3 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
977+ 2.03% |
$98.6K - $117K
|
49.2K
$5.39M
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
960+ 25.93% |
$96.9K - $115K
|
4.66K
$511K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
956+ 2.64% |
$96.5K - $115K
|
37.1K
$4.07M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
955+ 1.65% |
$96.4K - $115K
|
58.8K
$6.44M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
955+ 8.94% |
$96.4K - $115K
|
11.6K
$1.27M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
954+ 10.38% |
$96.3K - $115K
|
10.1K
$1.11M
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
953+ 8.49% |
$96.2K - $115K
|
12.2K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
944+ 24.78% |
$95.3K - $113K
|
4.75K
$521K
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
933+ 1.1% |
$94.2K - $112K
|
85.9K
$9.41M
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
930+ 30.74% |
$93.9K - $112K
|
3.96K
$433K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
928+ 6.91% |
$93.7K - $112K
|
14.4K
$1.57M
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
926+ 1.24% |
$93.5K - $111K
|
75.9K
$8.31M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.43% |
$93.4K - $111K
|
65.5K
$7.17M
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
923+ 2.6% |
$93.1K - $111K
|
36.5K
$4M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
923+ 5.57% |
$93.1K - $111K
|
17.5K
$1.92M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
922+ 1.53% |
$93K - $111K
|
61.1K
$6.69M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
920+ 2.97% |
$92.8K - $111K
|
31.9K
$3.49M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
910+ 0.88% |
$91.8K - $109K
|
104K
$11.4M
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
908+ 13.12% |
$91.6K - $109K
|
7.83K
$858K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
900+ 25.8% |
$90.8K - $108K
|
4.39K
$481K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
894+ 11.03% |
$90.2K - $107K
|
9K
$986K
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
894+ 34.89% |
$90.2K - $107K
|
3.46K
$379K
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
890+ 37.29% |
$89.8K - $107K
|
3.28K
$359K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
887+ 1.06% |
$89.5K - $107K
|
84.3K
$9.23M
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
884+ 4.74% |
$89.2K - $106K
|
19.5K
$2.14M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
884+ 2.23% |
$89.2K - $106K
|
40.6K
$4.44M
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
875+ 6.43% |
$88.3K - $105K
|
14.5K
$1.59M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
870New |
$87.8K - $105K
|
870
$95.3K
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
867+ 1.12% |
$87.5K - $104K
|
78.3K
$8.57M
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
867+ 2.98% |
$87.5K - $104K
|
30K
$3.28M
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
857+ 1.46% |
$86.5K - $103K
|
59.6K
$6.53M
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
856+ 15.56% |
$86.4K - $103K
|
6.36K
$696K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
853+ 1.99% |
$86.1K - $103K
|
43.7K
$4.78M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
842+ 1.31% |
$85K - $101K
|
65.2K
$7.15M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
841+ 1.08% |
$84.9K - $101K
|
78.5K
$8.59M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
839+ 6.31% |
$84.7K - $101K
|
14.1K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
834+ 3.41% |
$84.2K - $100K
|
25.3K
$2.77M
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
830+ 7.37% |
$83.8K - $99.8K
|
12.1K
$1.32M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
827+ 1.62% |
$83.5K - $99.4K
|
51.9K
$5.69M
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
822+ 1.24% |
$83K - $98.8K
|
66.9K
$7.32M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
819+ 1.64% |
$82.7K - $98.4K
|
50.9K
$5.57M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
817+ 3.69% |
$82.5K - $98.2K
|
22.9K
$2.51M
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
812+ 1.15% |
$81.9K - $97.6K
|
71.4K
$7.82M
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
804+ 3.13% |
$81.1K - $96.6K
|
26.5K
$2.9M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
800+ 1.66% |
$80.7K - $96.2K
|
49.1K
$5.37M
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
799+ 1.63% |
$80.6K - $96K
|
49.9K
$5.46M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
799+ 16.11% |
$80.6K - $96K
|
5.76K
$631K
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
794+ 1.58% |
$80.1K - $95.4K
|
51.1K
$5.6M
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
792+ 851.61% |
$79.9K - $95.2K
|
885
$96.9K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
791+ 2.24% |
$79.8K - $95.1K
|
36.2K
$3.96M
|