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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110+ 0.37% |
$11.1K - $13.2K
|
29.4K
$3.23M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
109+ 0.35% |
$11K - $13.1K
|
31.3K
$3.42M
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
109+ 0.93% |
$11K - $13.1K
|
11.9K
$1.3M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
107+ 1.13% |
$10.8K - $12.9K
|
9.59K
$1.05M
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
107+ 0.81% |
$10.8K - $12.9K
|
13.3K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 1.12% |
$10.8K - $12.9K
|
9.64K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
106+ 3.28% |
$10.7K - $12.7K
|
3.34K
$366K
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
104+ 0.31% |
$10.5K - $12.5K
|
33.3K
$3.65M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
102+ 0.29% |
$10.3K - $12.3K
|
35.5K
$3.89M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
102+ 4.01% |
$10.3K - $12.3K
|
2.65K
$290K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
102+ 0.74% |
$10.3K - $12.3K
|
13.8K
$1.52M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
102+ 1.26% |
$10.3K - $12.3K
|
8.18K
$896K
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
100+ 0.46% |
$10.1K - $12K
|
21.7K
$2.38M
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
100+ 1.48% |
$10.1K - $12K
|
6.85K
$751K
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
100+ 3.73% |
$10.1K - $12K
|
2.78K
$305K
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 6.97% |
$10.1K - $12K
|
1.53K
$168K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
100+ 11.47% |
$10.1K - $12K
|
972
$106K
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
100+ 3.09% |
$10.1K - $12K
|
3.34K
$366K
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
100+ 0.68% |
$10.1K - $12K
|
14.9K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
100+ 0.96% |
$10.1K - $12K
|
10.6K
$1.16M
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
100+ 3.19% |
$10.1K - $12K
|
3.23K
$354K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
100+ 3.2% |
$10.1K - $12K
|
3.23K
$354K
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
99+ 0.31% |
$9.99K - $11.9K
|
31.7K
$3.47M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
98+ 1.91% |
$9.89K - $11.8K
|
5.23K
$573K
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
98+ 2.03% |
$9.89K - $11.8K
|
4.93K
$540K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
98+ 0.72% |
$9.89K - $11.8K
|
13.7K
$1.51M
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
97+ 2.76% |
$9.79K - $11.7K
|
3.61K
$395K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
97+ 0.79% |
$9.79K - $11.7K
|
12.4K
$1.36M
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
97+ 2.39% |
$9.79K - $11.7K
|
4.15K
$455K
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
97+ 0.75% |
$9.79K - $11.7K
|
13K
$1.42M
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
96+ 2.43% |
$9.69K - $11.5K
|
4.05K
$444K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 3.43% |
$9.69K - $11.5K
|
2.9K
$317K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
95+ 3.14% |
$9.59K - $11.4K
|
3.12K
$342K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
94+ 4.17% |
$9.49K - $11.3K
|
2.35K
$257K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
94+ 0.42% |
$9.49K - $11.3K
|
22.3K
$2.44M
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
92+ 0.18% |
$9.28K - $11.1K
|
52.1K
$5.7M
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
92+ 1.38% |
$9.28K - $11.1K
|
6.78K
$743K
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
92+ 2.32% |
$9.28K - $11.1K
|
4.06K
$445K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
92+ 2.77% |
$9.28K - $11.1K
|
3.41K
$374K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
90+ 0.48% |
$9.08K - $10.8K
|
19K
$2.08M
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
90+ 0.85% |
$9.08K - $10.8K
|
10.7K
$1.17M
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
88+ 0.26% |
$8.88K - $10.6K
|
33.4K
$3.66M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
88+ 2.93% |
$8.88K - $10.6K
|
3.09K
$339K
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
88+ 0.17% |
$8.88K - $10.6K
|
50.9K
$5.57M
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
87+ 1.38% |
$8.78K - $10.5K
|
6.37K
$698K
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
87+ 0.25% |
$8.78K - $10.5K
|
35.4K
$3.88M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
87+ 1.15% |
$8.78K - $10.5K
|
7.67K
$840K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
87+ 0.79% |
$8.78K - $10.5K
|
11.2K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
87+ 0.85% |
$8.78K - $10.5K
|
10.3K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
86+ 0.61% |
$8.68K - $10.3K
|
14.3K
$1.56M
|