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 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
86+ 0.37% |
$8.68K - $10.3K
|
23K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 0.84% |
$8.58K - $10.2K
|
10.2K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
84+ 0.12% |
$8.48K - $10.1K
|
68.1K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
84+ 1.18% |
$8.48K - $10.1K
|
7.23K
$792K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
83+ 4.33% |
$8.38K - $9.98K
|
2K
$219K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
83+ 0.81% |
$8.38K - $9.98K
|
10.3K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
83+ 2.61% |
$8.38K - $9.98K
|
3.26K
$357K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82+ 0.99% |
$8.28K - $9.86K
|
8.37K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
82+ 0.47% |
$8.28K - $9.86K
|
17.5K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.38% |
$8.17K - $9.74K
|
21.3K
$2.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
80+ 1.77% |
$8.07K - $9.62K
|
4.61K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
80+ 1.19% |
$8.07K - $9.62K
|
6.79K
$744K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
77+ 0.85% |
$7.77K - $9.26K
|
9.1K
$997K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
75+ 3.77% |
$7.57K - $9.02K
|
2.07K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
75+ 0.52% |
$7.57K - $9.02K
|
14.5K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
74+ 0.35% |
$7.47K - $8.89K
|
21.5K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
73+ 0.81% |
$7.37K - $8.77K
|
9.05K
$991K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
71+ 0.33% |
$7.17K - $8.53K
|
21.6K
$2.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
71+ 0.84% |
$7.17K - $8.53K
|
8.48K
$928K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
71+ 0.13% |
$7.17K - $8.53K
|
55.7K
$6.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
70+ 1.3% |
$7.06K - $8.41K
|
5.47K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
BUY
|
- |
70+ 2.12% |
$7.06K - $8.41K
|
3.37K
$369K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
69+ 0.65% |
$6.96K - $8.29K
|
10.6K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
69+ 3.23% |
$6.96K - $8.29K
|
2.21K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
69+ 0.9% |
$6.96K - $8.29K
|
7.7K
$843K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
68+ 1.41% |
$6.86K - $8.17K
|
4.9K
$537K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
68+ 1.19% |
$6.86K - $8.17K
|
5.8K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
BUY
|
- |
67+ 0.87% |
$6.76K - $8.05K
|
7.76K
$850K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
67+ 1.26% |
$6.76K - $8.05K
|
5.39K
$590K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
66+ 2.51% |
$6.66K - $7.93K
|
2.7K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
64+ 0.41% |
$6.46K - $7.69K
|
15.8K
$1.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
63+ 0.82% |
$6.36K - $7.57K
|
7.73K
$846K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
63+ 0.06% |
$6.36K - $7.57K
|
104K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62+ 0.26% |
$6.26K - $7.45K
|
24.2K
$2.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
62+ 0.49% |
$6.26K - $7.45K
|
12.6K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
62+ 1.97% |
$6.26K - $7.45K
|
3.2K
$351K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
61+ 0.25% |
$6.16K - $7.33K
|
24.2K
$2.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
60+ 0.67% |
$6.06K - $7.21K
|
8.98K
$984K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
59+ 2.4% |
$5.95K - $7.09K
|
2.52K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
58+ 0.23% |
$5.85K - $6.97K
|
24.9K
$2.73M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
57+ 2.58% |
$5.75K - $6.85K
|
2.27K
$248K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$5.75K - $6.85K
|
381
$41.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
57+ 0.92% |
$5.75K - $6.85K
|
6.26K
$686K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
57+ 0.52% |
$5.75K - $6.85K
|
11.1K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
57+ 0.11% |
$5.75K - $6.85K
|
52.7K
$5.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
56+ 0.74% |
$5.65K - $6.73K
|
7.64K
$837K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
55+ 0.27% |
$5.55K - $6.61K
|
20.2K
$2.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
55+ 0.33% |
$5.55K - $6.61K
|
16.8K
$1.84M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
55+ 0.13% |
$5.55K - $6.61K
|
43.4K
$4.76M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
55+ 2.43% |
$5.55K - $6.61K
|
2.32K
$254K
|