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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
675+ 10.45% |
$68.1K - $81.1K
|
7.14K
$782K
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
675+ 12.41% |
$68.1K - $81.1K
|
6.12K
$670K
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
672+ 5.51% |
$67.8K - $80.8K
|
12.9K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
672+ 7.41% |
$67.8K - $80.8K
|
9.74K
$1.07M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
670+ 2.13% |
$67.6K - $80.5K
|
32.1K
$3.52M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
668+ 4.2% |
$67.4K - $80.3K
|
16.6K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
656+ 6.34% |
$66.2K - $78.9K
|
11K
$1.21M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
654+ 1.11% |
$66K - $78.6K
|
59.6K
$6.53M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
653+ 1.06% |
$65.9K - $78.5K
|
62.3K
$6.82M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
650+ 5.19% |
$65.6K - $78.1K
|
13.2K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
649+ 10.04% |
$65.5K - $78K
|
7.11K
$779K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
649New |
$65.5K - $78K
|
649
$71.1K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
647+ 4.2% |
$65.3K - $77.8K
|
16K
$1.76M
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
645+ 6.86% |
$65.1K - $77.5K
|
10.1K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
645+ 0.97% |
$65.1K - $77.5K
|
67.4K
$7.39M
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
644+ 1.65% |
$65K - $77.4K
|
39.6K
$4.33M
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
637+ 3.65% |
$64.3K - $76.6K
|
18.1K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
636+ 1.29% |
$64.2K - $76.4K
|
50.1K
$5.48M
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
634+ 5.29% |
$64K - $76.2K
|
12.6K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
633+ 4.73% |
$63.9K - $76.1K
|
14K
$1.54M
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
629+ 14.73% |
$63.5K - $75.6K
|
4.9K
$537K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
628+ 0.63% |
$63.4K - $75.5K
|
99.6K
$10.9M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
625+ 7.87% |
$63.1K - $75.1K
|
8.57K
$939K
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
623+ 3.33% |
$62.9K - $74.9K
|
19.3K
$2.12M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
622+ 2.68% |
$62.8K - $74.8K
|
23.8K
$2.61M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
622+ 1.65% |
$62.8K - $74.8K
|
38.4K
$4.2M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
621+ 15.2% |
$62.7K - $74.6K
|
4.71K
$516K
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
616+ 2.55% |
$62.2K - $74K
|
24.8K
$2.72M
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
615+ 5.45% |
$62.1K - $73.9K
|
11.9K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
613+ 4.36% |
$61.9K - $73.7K
|
14.7K
$1.61M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
604+ 4.18% |
$61K - $72.6K
|
15.1K
$1.65M
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
604+ 7.66% |
$61K - $72.6K
|
8.49K
$929K
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
600+ 22.16% |
$60.6K - $72.1K
|
3.31K
$362K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
599+ 14.65% |
$60.5K - $72K
|
4.69K
$514K
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
596+ 0.94% |
$60.1K - $71.6K
|
64.1K
$7.02M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
595+ 0.16% |
$60K - $71.5K
|
368K
$40.3M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
591+ 2.22% |
$59.6K - $71K
|
27.2K
$2.98M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
590+ 1.98% |
$59.5K - $70.9K
|
30.4K
$3.33M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
590+ 1.66% |
$59.5K - $70.9K
|
36.1K
$3.96M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
587+ 9.06% |
$59.2K - $70.6K
|
7.07K
$774K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
587+ 0.71% |
$59.2K - $70.6K
|
82.7K
$9.06M
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
586+ 27.04% |
$59.1K - $70.4K
|
2.75K
$302K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
585+ 1.54% |
$59K - $70.3K
|
38.6K
$4.23M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
585+ 4.86% |
$59K - $70.3K
|
12.6K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
572+ 1.59% |
$57.7K - $68.8K
|
36.5K
$3.99M
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
571+ 0.96% |
$57.6K - $68.6K
|
60.2K
$6.6M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
569+ 14.23% |
$57.4K - $68.4K
|
4.57K
$500K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
563+ 3.81% |
$56.8K - $67.7K
|
15.3K
$1.68M
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
561+ 14.69% |
$56.6K - $67.4K
|
4.38K
$480K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
561+ 3.8% |
$56.6K - $67.4K
|
15.3K
$1.68M
|