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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-90- 1.29% |
$9.08K - $10.8K
|
6.9K
$756K
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-90- 0.26% |
$9.08K - $10.8K
|
34.6K
$3.79M
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-91- 3.03% |
$9.18K - $10.9K
|
2.91K
$319K
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-92- 1.47% |
$9.28K - $11.1K
|
6.16K
$674K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-92- 4.66% |
$9.28K - $11.1K
|
1.88K
$206K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-92- 0.65% |
$9.28K - $11.1K
|
14.1K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-93- 4.32% |
$9.39K - $11.2K
|
2.06K
$225K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-95- 1.41% |
$9.59K - $11.4K
|
6.62K
$725K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.75% |
$9.59K - $11.4K
|
12.6K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-95- 0.06% |
$9.59K - $11.4K
|
164K
$17.9M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-96- 1.1% |
$9.69K - $11.5K
|
8.64K
$947K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-97- 0.51% |
$9.79K - $11.7K
|
18.9K
$2.07M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-97- 0.67% |
$9.79K - $11.7K
|
14.3K
$1.56M
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-98- 0.22% |
$9.89K - $11.8K
|
44.3K
$4.86M
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-98- 1.6% |
$9.89K - $11.8K
|
6.04K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-98- 0.73% |
$9.89K - $11.8K
|
13.3K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-98- 3.59% |
$9.89K - $11.8K
|
2.63K
$288K
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-99- 0.27% |
$9.99K - $11.9K
|
36.7K
$4.02M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-99- 0.4% |
$9.99K - $11.9K
|
24.6K
$2.69M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-99- 0.41% |
$9.99K - $11.9K
|
24.1K
$2.64M
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-99- 1.14% |
$9.99K - $11.9K
|
8.62K
$944K
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.12% |
$10.1K - $12K
|
83.7K
$9.17M
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-100- 2.15% |
$10.1K - $12K
|
4.56K
$499K
|
|
Oct 10, 2023
Q3 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 0.69% |
$10.1K - $12K
|
14.4K
$1.58M
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-100- 0.98% |
$10.1K - $12K
|
10.1K
$1.1M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 3.84% |
$10.1K - $12K
|
2.5K
$274K
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-100- 4.83% |
$10.1K - $12K
|
1.97K
$216K
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-100- 0.77% |
$10.1K - $12K
|
12.8K
$1.4M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-100- 0.97% |
$10.1K - $12K
|
10.2K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100- 1.81% |
$10.1K - $12K
|
5.43K
$595K
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 3.23% |
$10.1K - $12K
|
2.99K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 2.34% |
$10.1K - $12K
|
4.18K
$457K
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$10.1K - $12K
|
55.1K
$6.03M
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-100- 0.16% |
$10.1K - $12K
|
62.3K
$6.82M
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-101- 0.62% |
$10.2K - $12.1K
|
16.1K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-101- 0.21% |
$10.2K - $12.1K
|
48K
$5.26M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-102- 2.63% |
$10.3K - $12.3K
|
3.77K
$413K
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-102- 0.38% |
$10.3K - $12.3K
|
26.4K
$2.9M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-102- 0.73% |
$10.3K - $12.3K
|
13.9K
$1.53M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-103- 0.5% |
$10.4K - $12.4K
|
20.7K
$2.26M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-104- 0.07% |
$10.5K - $12.5K
|
149K
$16.3M
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-104- 1.98% |
$10.5K - $12.5K
|
5.16K
$565K
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-104- 1.98% |
$10.5K - $12.5K
|
5.16K
$565K
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-105- 0.56% |
$10.6K - $12.6K
|
18.8K
$2.06M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-106- 0.61% |
$10.7K - $12.7K
|
17.2K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-108- 14.1% |
$10.9K - $13K
|
658
$72.1K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-110- 2.43% |
$11.1K - $13.2K
|
4.41K
$483K
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-110- 1.23% |
$11.1K - $13.2K
|
8.8K
$964K
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-110- 0.41% |
$11.1K - $13.2K
|
26.5K
$2.9M
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-110- 0.1% |
$11.1K - $13.2K
|
115K
$12.6M
|