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 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
557+ 1.69% |
$56.2K - $67K
|
33.5K
$3.66M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
555New |
$56K - $66.7K
|
555
$60.8K
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
550+ 2.47% |
$55.5K - $66.1K
|
22.8K
$2.5M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
549+ 3.5% |
$55.4K - $66K
|
16.2K
$1.78M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
546+ 0.44% |
$55.1K - $65.6K
|
125K
$13.7M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
546+ 5.55% |
$55.1K - $65.6K
|
10.4K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
542+ 26.05% |
$54.7K - $65.1K
|
2.62K
$287K
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
541+ 6.36% |
$54.6K - $65K
|
9.05K
$991K
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
539+ 3.78% |
$54.4K - $64.8K
|
14.8K
$1.62M
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
537+ 2.18% |
$54.2K - $64.5K
|
25.2K
$2.76M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
534+ 2.32% |
$53.9K - $64.2K
|
23.5K
$2.58M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
533+ 1.06% |
$53.8K - $64.1K
|
50.9K
$5.58M
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
533+ 0.53% |
$53.8K - $64.1K
|
101K
$11.1M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
531+ 2.16% |
$53.6K - $63.8K
|
25.1K
$2.75M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
527+ 6.22% |
$53.2K - $63.3K
|
9K
$985K
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
525+ 1.22% |
$53K - $63.1K
|
43.5K
$4.76M
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
525+ 118.51% |
$53K - $63.1K
|
968
$106K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
525+ 2.16% |
$53K - $63.1K
|
24.9K
$2.73M
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
522+ 0.71% |
$52.7K - $62.7K
|
74.2K
$8.12M
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
522+ 18.44% |
$52.7K - $62.7K
|
3.35K
$367K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
521+ 13.5% |
$52.6K - $62.6K
|
4.38K
$480K
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
518+ 0.98% |
$52.3K - $62.3K
|
53.3K
$5.84M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
516+ 56.7% |
$52.1K - $62K
|
1.43K
$156K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
510+ 7.83% |
$51.5K - $61.3K
|
7.03K
$770K
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
509+ 12.47% |
$51.4K - $61.2K
|
4.59K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
505+ 2.21% |
$51K - $60.7K
|
23.3K
$2.56M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
503+ 7.52% |
$50.8K - $60.5K
|
7.19K
$787K
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 1.88% |
$50.5K - $60.1K
|
27.1K
$2.97M
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
500+ 3.28% |
$50.5K - $60.1K
|
15.7K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
500+ 10.2% |
$50.5K - $60.1K
|
5.4K
$591K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
495+ 13.76% |
$50K - $59.5K
|
4.09K
$448K
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
495+ 4.65% |
$50K - $59.5K
|
11.1K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
495+ 5.12% |
$50K - $59.5K
|
10.2K
$1.11M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
494+ 0.75% |
$49.9K - $59.4K
|
66.4K
$7.27M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
489+ 4.87% |
$49.3K - $58.8K
|
10.5K
$1.15M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
483+ 22.33% |
$48.7K - $58.1K
|
2.65K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
481+ 4.21% |
$48.5K - $57.8K
|
11.9K
$1.3M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
479+ 49.74% |
$48.3K - $57.6K
|
1.44K
$158K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
478+ 83.28% |
$48.2K - $57.5K
|
1.05K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
477+ 2.26% |
$48.1K - $57.3K
|
21.6K
$2.36M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
475+ 1.57% |
$47.9K - $57.1K
|
30.7K
$3.36M
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
475+ 2.46% |
$47.9K - $57.1K
|
19.8K
$2.16M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
474+ 24.84% |
$47.8K - $57K
|
2.38K
$261K
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
473+ 22.88% |
$47.7K - $56.9K
|
2.54K
$278K
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
470+ 17.33% |
$47.4K - $56.5K
|
3.18K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
465+ 0.73% |
$46.9K - $55.9K
|
64.1K
$7.02M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
464+ 0.42% |
$46.8K - $55.8K
|
110K
$12.1M
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
461+ 9.54% |
$46.5K - $55.4K
|
5.29K
$580K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
459+ 79.0% |
$46.3K - $55.2K
|
1.04K
$114K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
454New |
$45.8K - $54.6K
|
454
$49.7K
|