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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
55+ 1.36% |
$5.55K - $6.61K
|
4.1K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
54+ 5.67% |
$5.45K - $6.49K
|
1.01K
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
54+ 0.1% |
$5.45K - $6.49K
|
51.9K
$5.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
53+ 0.66% |
$5.35K - $6.37K
|
8.08K
$885K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
53+ 1.93% |
$5.35K - $6.37K
|
2.81K
$307K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
52+ 0.8% |
$5.25K - $6.25K
|
6.52K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
51+ 0.2% |
$5.15K - $6.13K
|
25.8K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
51+ 1.08% |
$5.15K - $6.13K
|
4.76K
$521K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
50+ 0.64% |
$5.05K - $6.01K
|
7.91K
$866K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
50+ 1.0% |
$5.05K - $6.01K
|
5.08K
$556K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 0.85% |
$5.05K - $6.01K
|
5.93K
$649K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
48+ 0.25% |
$4.84K - $5.77K
|
19.2K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
48+ 0.89% |
$4.84K - $5.77K
|
5.45K
$597K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
47+ 0.9% |
$4.74K - $5.65K
|
5.24K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
47+ 0.86% |
$4.74K - $5.65K
|
5.52K
$604K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
47+ 1.48% |
$4.74K - $5.65K
|
3.22K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
46+ 0.06% |
$4.64K - $5.53K
|
82.9K
$9.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
45+ 0.85% |
$4.54K - $5.41K
|
5.33K
$584K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 2.19% |
$4.54K - $5.41K
|
2.1K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
44+ 0.35% |
$4.44K - $5.29K
|
12.5K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
43+ 1.15% |
$4.34K - $5.17K
|
3.79K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
43+ 0.48% |
$4.34K - $5.17K
|
9.07K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 0.34% |
$4.34K - $5.17K
|
12.8K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
43+ 1.01% |
$4.34K - $5.17K
|
4.3K
$471K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
42+ 0.29% |
$4.24K - $5.05K
|
14.8K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
42+ 1.12% |
$4.24K - $5.05K
|
3.8K
$416K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.59% |
$4.04K - $4.81K
|
6.84K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
40New |
$4.04K - $4.81K
|
40
$4.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
40+ 1.24% |
$4.04K - $4.81K
|
3.27K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
39+ 1.27% |
$3.94K - $4.69K
|
3.12K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
39+ 0.34% |
$3.94K - $4.69K
|
11.3K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
39+ 5.34% |
$3.94K - $4.69K
|
769
$84.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
38+ 0.68% |
$3.83K - $4.57K
|
5.65K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
38+ 0.58% |
$3.83K - $4.57K
|
6.64K
$727K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
37+ 0.5% |
$3.73K - $4.45K
|
7.41K
$812K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
37+ 1.6% |
$3.73K - $4.45K
|
2.35K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
37+ 0.23% |
$3.73K - $4.45K
|
15.8K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 0.21% |
$3.73K - $4.45K
|
18K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
37+ 0.23% |
$3.73K - $4.45K
|
16K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37+ 0.17% |
$3.73K - $4.45K
|
21.4K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
37+ 1.11% |
$3.73K - $4.45K
|
3.37K
$369K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 3.85% |
$3.63K - $4.33K
|
970
$106K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36+ 15.32% |
$3.63K - $4.33K
|
271
$29.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
36+ 0.69% |
$3.63K - $4.33K
|
5.28K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
36+ 0.8% |
$3.63K - $4.33K
|
4.55K
$498K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
36+ 1.44% |
$3.63K - $4.33K
|
2.53K
$277K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
35+ 0.67% |
$3.53K - $4.21K
|
5.23K
$573K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
35+ 0.1% |
$3.53K - $4.21K
|
35.1K
$3.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
35+ 0.2% |
$3.53K - $4.21K
|
17.2K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
35+ 0.04% |
$3.53K - $4.21K
|
89.6K
$9.81M
|