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 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
18+ 0.18% |
$1.82K - $2.16K
|
10.2K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$1.82K - $2.16K
|
5.9K
$647K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
18+ 0.84% |
$1.82K - $2.16K
|
2.17K
$238K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 22.5% |
$1.82K - $2.16K
|
98
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.07% |
$1.82K - $2.16K
|
24.6K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17+ 0.66% |
$1.72K - $2.04K
|
2.6K
$285K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
17+ 0.06% |
$1.72K - $2.04K
|
30.4K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17+ 0.39% |
$1.72K - $2.04K
|
4.33K
$474K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
17+ 0.1% |
$1.72K - $2.04K
|
16.6K
$1.82M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
16+ 0.33% |
$1.61K - $1.92K
|
4.81K
$527K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16+ 0.02% |
$1.61K - $1.92K
|
96.3K
$10.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16+ 0.55% |
$1.61K - $1.92K
|
2.95K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
16+ 0.06% |
$1.61K - $1.92K
|
25.7K
$2.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15+ 1.13% |
$1.51K - $1.8K
|
1.35K
$148K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
15+ 0.07% |
$1.51K - $1.8K
|
21K
$2.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$1.41K - $1.68K
|
6.32K
$692K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$1.41K - $1.68K
|
7K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14New |
$1.41K - $1.68K
|
14
$1.53K
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13+ 0.5% |
$1.31K - $1.56K
|
2.61K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
12+ 0.15% |
$1.21K - $1.44K
|
8.23K
$901K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
12+ 0.53% |
$1.21K - $1.44K
|
2.28K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
12+ 0.68% |
$1.21K - $1.44K
|
1.77K
$193K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.28% |
$1.21K - $1.44K
|
4.23K
$463K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
12+ 0.49% |
$1.21K - $1.44K
|
2.44K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.27% |
$1.11K - $1.32K
|
4.15K
$455K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.05% |
$1.11K - $1.32K
|
20.5K
$2.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
11+ 0.11% |
$1.11K - $1.32K
|
9.87K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$1.11K - $1.32K
|
20.4K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11+ 0.47% |
$1.11K - $1.32K
|
2.37K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
10+ 0.05% |
$1.01K - $1.2K
|
18.4K
$2.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.01K - $1.2K
|
3.51K
$385K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.15% |
$1.01K - $1.2K
|
6.55K
$717K
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10+ 0.05% |
$1.01K - $1.2K
|
20K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
10+ 0.08% |
$1.01K - $1.2K
|
12K
$1.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10+ 0.36% |
$1.01K - $1.2K
|
2.82K
$309K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
9+ 0.19% |
$908 - $1.08K
|
4.79K
$525K
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
9+ 0.13% |
$908 - $1.08K
|
7.08K
$776K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
9+ 0.38% |
$908 - $1.08K
|
2.35K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
9+ 0.37% |
$908 - $1.08K
|
2.44K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
9+ 0.16% |
$908 - $1.08K
|
5.72K
$626K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8+ 0.18% |
$807 - $962
|
4.51K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8+ 0.23% |
$807 - $962
|
3.49K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$807 - $962
|
2.32K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8+ 0.04% |
$807 - $962
|
20.6K
$2.26M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
8+ 0.1% |
$807 - $962
|
8.35K
$915K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$706 - $841
|
1.89K
$206K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
7+ 0.06% |
$706 - $841
|
11.1K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7+ 0.09% |
$706 - $841
|
7.43K
$813K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.09% |
$606 - $721
|
6.47K
$708K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.61% |
$606 - $721
|
995
$109K
|