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
|
Concorde Asset Management, LLC
|
BUY
|
- |
144+ 2.68% |
$14.5K - $17.3K
|
5.51K
$603K
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
144+ 0.33% |
$14.5K - $17.3K
|
43.2K
$4.73M
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
143+ 0.77% |
$14.4K - $17.2K
|
18.6K
$2.04M
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
143+ 0.1% |
$14.4K - $17.2K
|
144K
$15.8M
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
142+ 1.89% |
$14.3K - $17.1K
|
7.67K
$840K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
142+ 2.04% |
$14.3K - $17.1K
|
7.1K
$778K
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
141+ 1.24% |
$14.2K - $16.9K
|
11.6K
$1.27M
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
140+ 0.27% |
$14.1K - $16.8K
|
52.9K
$5.79M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
139+ 5.84% |
$14K - $16.7K
|
2.52K
$276K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
138+ 4.06% |
$13.9K - $16.6K
|
3.54K
$387K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
137+ 0.97% |
$13.8K - $16.5K
|
14.2K
$1.56M
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
136+ 3.37% |
$13.7K - $16.3K
|
4.17K
$456K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
135New |
$13.6K - $16.2K
|
135
$14.8K
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
135+ 3.31% |
$13.6K - $16.2K
|
4.22K
$462K
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
135+ 2.18% |
$13.6K - $16.2K
|
6.32K
$692K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
132+ 0.27% |
$13.3K - $15.9K
|
49.2K
$5.39M
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
131+ 1.63% |
$13.2K - $15.7K
|
8.16K
$894K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
131+ 5.37% |
$13.2K - $15.7K
|
2.57K
$281K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
130+ 0.3% |
$13.1K - $15.6K
|
43.8K
$4.79M
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
128+ 3.27% |
$12.9K - $15.4K
|
4.04K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
128+ 0.66% |
$12.9K - $15.4K
|
19.6K
$2.14M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
127+ 1.81% |
$12.8K - $15.3K
|
7.13K
$781K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
127+ 1.01% |
$12.8K - $15.3K
|
12.7K
$1.39M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
127+ 1.26% |
$12.8K - $15.3K
|
10.2K
$1.11M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
126+ 1.08% |
$12.7K - $15.1K
|
11.8K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
126+ 3.13% |
$12.7K - $15.1K
|
4.15K
$454K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
125+ 16.87% |
$12.6K - $15K
|
866
$94.9K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
125+ 3.39% |
$12.6K - $15K
|
3.81K
$417K
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
125+ 1.83% |
$12.6K - $15K
|
6.95K
$762K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
124+ 4.26% |
$12.5K - $14.9K
|
3.04K
$333K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
123+ 0.34% |
$12.4K - $14.8K
|
36.6K
$4.01M
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
122+ 5.17% |
$12.3K - $14.7K
|
2.48K
$272K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
121+ 2.48% |
$12.2K - $14.5K
|
4.99K
$547K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
121+ 0.47% |
$12.2K - $14.5K
|
26.1K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
120+ 1.61% |
$12.1K - $14.4K
|
7.56K
$827K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
119+ 0.38% |
$12K - $14.3K
|
31.4K
$3.44M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
118+ 1.53% |
$11.9K - $14.2K
|
7.81K
$855K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
115+ 2.05% |
$11.6K - $13.8K
|
5.74K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
115+ 0.48% |
$11.6K - $13.8K
|
23.9K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
115+ 4.06% |
$11.6K - $13.8K
|
2.95K
$323K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
114+ 0.21% |
$11.5K - $13.7K
|
55.4K
$6.07M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
113+ 1.83% |
$11.4K - $13.6K
|
6.3K
$690K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
113+ 0.99% |
$11.4K - $13.6K
|
11.5K
$1.26M
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
113+ 1.75% |
$11.4K - $13.6K
|
6.58K
$721K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
113+ 2.07% |
$11.4K - $13.6K
|
5.57K
$610K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
112New |
$11.3K - $13.5K
|
112
$12.3K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
111+ 0.49% |
$11.2K - $13.3K
|
22.6K
$2.47M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.36% |
$11.2K - $13.3K
|
31.3K
$3.43M
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
110+ 2.86% |
$11.1K - $13.2K
|
3.96K
$433K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110+ 0.37% |
$11.1K - $13.2K
|
29.4K
$3.23M
|