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 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
187+ 9.84% |
$18.9K - $22.5K
|
2.09K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
185+ 0.51% |
$18.7K - $22.2K
|
36.7K
$4.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
183+ 4.65% |
$18.5K - $22K
|
4.12K
$451K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
181+ 2.08% |
$18.3K - $21.8K
|
8.87K
$971K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 2.04% |
$18.2K - $21.6K
|
8.99K
$984K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
178+ 6.28% |
$18K - $21.4K
|
3.01K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
177+ 3.22% |
$17.9K - $21.3K
|
5.68K
$622K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
176+ 0.36% |
$17.8K - $21.2K
|
48.6K
$5.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
175+ 7.62% |
$17.7K - $21K
|
2.47K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
175+ 1.34% |
$17.7K - $21K
|
13.2K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
175+ 3.88% |
$17.7K - $21K
|
4.68K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
175+ 1.95% |
$17.7K - $21K
|
9.15K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
175+ 4.11% |
$17.7K - $21K
|
4.44K
$486K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
173+ 1.27% |
$17.5K - $20.8K
|
13.7K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
173+ 0.53% |
$17.5K - $20.8K
|
33K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
173+ 1.43% |
$17.5K - $20.8K
|
12.3K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
172+ 1.57% |
$17.4K - $20.7K
|
11.2K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
170+ 5.7% |
$17.2K - $20.4K
|
3.15K
$345K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
170+ 1.78% |
$17.2K - $20.4K
|
9.73K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
167+ 0.84% |
$16.9K - $20.1K
|
20.1K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
167+ 0.34% |
$16.9K - $20.1K
|
48.6K
$5.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
166+ 0.3% |
$16.8K - $20K
|
54.6K
$5.98M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
165+ 1.89% |
$16.7K - $19.8K
|
8.89K
$974K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
164+ 0.22% |
$16.6K - $19.7K
|
76.4K
$8.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
164+ 0.85% |
$16.6K - $19.7K
|
19.5K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
163+ 4.23% |
$16.4K - $19.6K
|
4.02K
$440K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
162+ 1.99% |
$16.3K - $19.5K
|
8.28K
$907K
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
162+ 5.12% |
$16.3K - $19.5K
|
3.32K
$364K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
160+ 1.57% |
$16.1K - $19.2K
|
10.3K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
160+ 0.47% |
$16.1K - $19.2K
|
33.9K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
160+ 3.24% |
$16.1K - $19.2K
|
5.1K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
160+ 1.28% |
$16.1K - $19.2K
|
12.6K
$1.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
159+ 6.98% |
$16K - $19.1K
|
2.44K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
BUY
|
- |
159+ 1.55% |
$16K - $19.1K
|
10.4K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
158+ 0.67% |
$15.9K - $19K
|
23.7K
$2.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
157+ 7.31% |
$15.8K - $18.9K
|
2.31K
$252K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
153+ 0.47% |
$15.4K - $18.4K
|
32.7K
$3.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
152+ 4.88% |
$15.3K - $18.3K
|
3.27K
$358K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
150+ 5.51% |
$15.1K - $18K
|
2.87K
$315K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
150+ 5.0% |
$15.1K - $18K
|
3.15K
$345K
|
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
150+ 3.86% |
$15.1K - $18K
|
4.04K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
150+ 1.17% |
$15.1K - $18K
|
13K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
150+ 2.66% |
$15.1K - $18K
|
5.79K
$634K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
149+ 3.58% |
$15K - $17.9K
|
4.31K
$472K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
149+ 0.36% |
$15K - $17.9K
|
42.1K
$4.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
148+ 0.98% |
$14.9K - $17.8K
|
15.3K
$1.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
147+ 3.97% |
$14.8K - $17.7K
|
3.85K
$422K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
146+ 1.34% |
$14.7K - $17.5K
|
11K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
145+ 0.41% |
$14.6K - $17.4K
|
35.1K
$3.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 0.33% |
$14.5K - $17.3K
|
43.4K
$4.75M
|