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 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6+ 0.13% |
$606 - $721
|
4.49K
$492K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
6+ 0.1% |
$606 - $721
|
6.3K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.09% |
$606 - $721
|
6.54K
$716K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6+ 0.17% |
$606 - $721
|
3.47K
$380K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$606 - $721
|
4.88K
$534K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$505 - $601
|
22K
$2.41M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
5+ 0.15% |
$505 - $601
|
3.41K
$373K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
5+ 0.04% |
$505 - $601
|
12.1K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5+ 0.23% |
$505 - $601
|
2.18K
$239K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.05% |
$505 - $601
|
9.47K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.13% |
$505 - $601
|
3.88K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.03% |
$505 - $601
|
15.7K
$1.72M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.02% |
$404 - $481
|
26.1K
$2.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.04% |
$404 - $481
|
9.65K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$404 - $481
|
10.2K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.57% |
$404 - $481
|
709
$77.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.03% |
$404 - $481
|
13.7K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$404 - $481
|
4.38K
$480K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
4+ 0.07% |
$404 - $481
|
5.93K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.13% |
$404 - $481
|
3.17K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.0% |
$404 - $481
|
132K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4+ 0.13% |
$404 - $481
|
3.1K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.04% |
$303 - $361
|
7K
$767K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.08% |
$303 - $361
|
3.62K
$396K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$303 - $361
|
4.39K
$481K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$303 - $361
|
3.62K
$396K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3+ 0.14% |
$303 - $361
|
2.09K
$229K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$303 - $361
|
7.59K
$831K
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.13% |
$303 - $361
|
2.32K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.02% |
$303 - $361
|
18.2K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.07% |
$303 - $361
|
4.17K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
3+ 0.14% |
$303 - $361
|
2.13K
$233K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3+ 0.02% |
$303 - $361
|
13.9K
$1.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.06% |
$202 - $240
|
3.18K
$348K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.92% |
$202 - $240
|
219
$24K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$202 - $240
|
5.05K
$553K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.52% |
$202 - $240
|
390
$42.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$202 - $240
|
5.12K
$561K
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2+ 0.09% |
$202 - $240
|
2.24K
$245K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.06% |
$202 - $240
|
3.22K
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.04% |
$202 - $240
|
4.76K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$202 - $240
|
25.6K
$2.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $120
|
2.36K
$258K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $120
|
5.69K
$624K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.02% |
$101 - $120
|
6.03K
$660K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.05% |
$101 - $120
|
1.89K
$207K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$101 - $120
|
6.82K
$747K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
1+ 0.0% |
$101 - $120
|
51.1K
$5.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.18% |
$101 - $120
|
567
$62.1K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1+ 0.01% |
$101 - $120
|
8.98K
$984K
|