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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
34+ 1.11% |
$3.43K - $4.09K
|
3.09K
$339K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
34+ 0.23% |
$3.43K - $4.09K
|
14.7K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.45% |
$3.43K - $4.09K
|
7.51K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
34+ 0.24% |
$3.43K - $4.09K
|
14.2K
$1.55M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
34+ 0.56% |
$3.43K - $4.09K
|
6.07K
$665K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33+ 0.12% |
$3.33K - $3.97K
|
27.4K
$3M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
33+ 0.63% |
$3.33K - $3.97K
|
5.3K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33+ 2.92% |
$3.33K - $3.97K
|
1.16K
$127K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
32+ 0.55% |
$3.23K - $3.85K
|
5.8K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 0.64% |
$3.23K - $3.85K
|
5.05K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
31+ 1.31% |
$3.13K - $3.73K
|
2.4K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
31+ 1.32% |
$3.13K - $3.73K
|
2.37K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.12% |
$3.13K - $3.73K
|
26.9K
$2.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
30+ 0.36% |
$3.03K - $3.61K
|
8.34K
$914K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
30+ 0.38% |
$3.03K - $3.61K
|
8.01K
$877K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30+ 0.06% |
$3.03K - $3.61K
|
46.3K
$5.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
29+ 0.31% |
$2.93K - $3.49K
|
9.52K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29+ 0.52% |
$2.93K - $3.49K
|
5.61K
$614K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29+ 0.52% |
$2.93K - $3.49K
|
5.61K
$614K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 0.46% |
$2.83K - $3.37K
|
6.17K
$676K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 0.29% |
$2.83K - $3.37K
|
9.66K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
28+ 0.16% |
$2.83K - $3.37K
|
17.9K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
28+ 0.67% |
$2.83K - $3.37K
|
4.18K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
28+ 0.22% |
$2.83K - $3.37K
|
12.5K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
27+ 0.47% |
$2.72K - $3.25K
|
5.8K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
27+ 0.13% |
$2.72K - $3.25K
|
20.8K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
27+ 0.96% |
$2.72K - $3.25K
|
2.83K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26+ 1.05% |
$2.62K - $3.13K
|
2.5K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
26+ 0.17% |
$2.62K - $3.13K
|
15.5K
$1.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26+ 0.49% |
$2.62K - $3.13K
|
5.38K
$589K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
26+ 0.81% |
$2.62K - $3.13K
|
3.23K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
26+ 0.07% |
$2.62K - $3.13K
|
37.4K
$4.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
25+ 0.25% |
$2.52K - $3.01K
|
10.1K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
25+ 0.45% |
$2.52K - $3.01K
|
5.58K
$611K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
25+ 3.15% |
$2.52K - $3.01K
|
818
$89.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
24+ 0.74% |
$2.42K - $2.88K
|
3.26K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
24New |
$2.42K - $2.88K
|
24
$2.63K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
24+ 0.23% |
$2.42K - $2.88K
|
10.5K
$1.15M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24+ 0.39% |
$2.42K - $2.88K
|
6.11K
$669K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
22+ 1.0% |
$2.22K - $2.64K
|
2.22K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
22+ 0.05% |
$2.22K - $2.64K
|
44.7K
$4.9M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
22+ 0.61% |
$2.22K - $2.64K
|
3.62K
$397K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 0.7% |
$2.12K - $2.52K
|
3.03K
$332K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.17% |
$2.12K - $2.52K
|
12.1K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
21+ 26.58% |
$2.12K - $2.52K
|
100
$11K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 0.15% |
$2.02K - $2.4K
|
13.3K
$1.46M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
20+ 0.38% |
$2.02K - $2.4K
|
5.26K
$576K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
19New |
$1.92K - $2.28K
|
19
$2.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
19+ 0.18% |
$1.92K - $2.28K
|
10.8K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
18+ 0.26% |
$1.82K - $2.16K
|
6.98K
$765K
|