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
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-30- 0.95% |
$3.03K - $3.61K
|
3.14K
$324K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 0.04% |
$3.13K - $3.73K
|
78.5K
$8.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-31- 0.21% |
$3.13K - $3.73K
|
14.6K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-31- 0.15% |
$3.13K - $3.73K
|
20.2K
$2.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-33- 0.51% |
$3.33K - $3.97K
|
6.43K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-33- 0.46% |
$3.33K - $3.97K
|
7.18K
$742K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-34- 1.55% |
$3.43K - $4.09K
|
2.15K
$222K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-34- 0.37% |
$3.43K - $4.09K
|
9.06K
$935K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-36- 0.77% |
$3.63K - $4.33K
|
4.63K
$478K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-36- 0.32% |
$3.63K - $4.33K
|
11K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-36- 0.5% |
$3.63K - $4.33K
|
7.18K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-36- 0.96% |
$3.63K - $4.33K
|
3.71K
$383K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-38- 0.28% |
$3.83K - $4.57K
|
13.6K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-38- 0.5% |
$3.83K - $4.57K
|
7.52K
$776K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-38- 0.28% |
$3.83K - $4.57K
|
13.5K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.46% |
$3.94K - $4.69K
|
8.4K
$868K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-39- 0.27% |
$3.94K - $4.69K
|
14.1K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-40- 0.76% |
$4.04K - $4.81K
|
5.24K
$541K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-40- 0.43% |
$4.04K - $4.81K
|
9.37K
$967K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-40- 0.18% |
$4.04K - $4.81K
|
22.7K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-40- 0.15% |
$4.04K - $4.81K
|
25.9K
$2.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-40- 2.72% |
$4.04K - $4.81K
|
1.43K
$148K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-41- 1.2% |
$4.14K - $4.93K
|
3.39K
$350K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-42- 0.29% |
$4.24K - $5.05K
|
14.5K
$1.5M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-43- 0.29% |
$4.34K - $5.17K
|
15K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-44- 0.22% |
$4.44K - $5.29K
|
19.8K
$2.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-44- 0.14% |
$4.44K - $5.29K
|
31.2K
$3.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-44- 0.27% |
$4.44K - $5.29K
|
16.3K
$1.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-45- 0.38% |
$4.54K - $5.41K
|
11.9K
$1.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-45- 0.73% |
$4.54K - $5.41K
|
6.13K
$633K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-45- 0.12% |
$4.54K - $5.41K
|
36.1K
$3.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-45- 0.45% |
$4.54K - $5.41K
|
10.1K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-46- 0.13% |
$4.64K - $5.53K
|
35.6K
$3.68M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-46- 0.13% |
$4.64K - $5.53K
|
35.6K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-47- 1.13% |
$4.74K - $5.65K
|
4.1K
$424K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-47- 2.05% |
$4.74K - $5.65K
|
2.25K
$232K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-48- 0.58% |
$4.84K - $5.77K
|
8.17K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-48- 0.64% |
$4.84K - $5.77K
|
7.51K
$775K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-49- 0.73% |
$4.95K - $5.89K
|
6.63K
$684K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-49- 0.29% |
$4.95K - $5.89K
|
16.8K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-49- 0.05% |
$4.95K - $5.89K
|
105K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-49- 1.14% |
$4.95K - $5.89K
|
4.25K
$439K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-50- 0.54% |
$5.05K - $6.01K
|
9.17K
$947K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 0.09% |
$5.05K - $6.01K
|
53.5K
$5.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-50- 0.24% |
$5.05K - $6.01K
|
21.1K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-50- 0.38% |
$5.05K - $6.01K
|
13.3K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 0.82% |
$5.05K - $6.01K
|
6.03K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-50- 1.3% |
$5.05K - $6.01K
|
3.79K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Unio Capital LLC
|
SELL
|
- |
-50- 0.97% |
$5.05K - $6.01K
|
5.11K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-50- 0.1% |
$5.05K - $6.01K
|
49.2K
$5.09M
|