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 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-200- 2.2% |
$20.2K - $24K
|
8.89K
$918K
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-200- 5.41% |
$20.2K - $24K
|
3.5K
$361K
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-200- 4.9% |
$20.2K - $24K
|
3.88K
$401K
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 0.5% |
$20.2K - $24K
|
40K
$4.13M
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-200- 2.18% |
$20.2K - $24K
|
8.99K
$929K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-200- 6.66% |
$20.2K - $24K
|
2.8K
$289K
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-202- 0.89% |
$20.4K - $24.3K
|
22.4K
$2.32M
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-204- 10.55% |
$20.6K - $24.5K
|
1.73K
$179K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-205- 1.34% |
$20.7K - $24.6K
|
15.1K
$1.56M
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-205- 4.51% |
$20.7K - $24.6K
|
4.34K
$448K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-205- 3.88% |
$20.7K - $24.6K
|
5.08K
$524K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-206- 4.13% |
$20.8K - $24.8K
|
4.78K
$494K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-206- 0.81% |
$20.8K - $24.8K
|
25.1K
$2.59M
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-207- 0.91% |
$20.9K - $24.9K
|
22.5K
$2.32M
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-207- 2.76% |
$20.9K - $24.9K
|
7.28K
$752K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-208- 0.55% |
$21K - $25K
|
37.3K
$3.86M
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-210- 3.23% |
$21.2K - $25.2K
|
6.29K
$650K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-210- 2.89% |
$21.2K - $25.2K
|
7.05K
$728K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-210- 0.61% |
$21.2K - $25.2K
|
34.5K
$3.56M
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-211- 41.62% |
$21.3K - $25.4K
|
296
$30.6K
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-212- 0.25% |
$21.4K - $25.5K
|
84.1K
$8.68M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-214- 1.35% |
$21.6K - $25.7K
|
15.6K
$1.61M
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-214- 7.91% |
$21.6K - $25.7K
|
2.49K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-215- 2.62% |
$21.7K - $25.8K
|
7.99K
$825K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-217- 1.62% |
$21.9K - $26.1K
|
13.2K
$1.36M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-217- 0.43% |
$21.9K - $26.1K
|
50.5K
$5.22M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-220- 0.17% |
$22.2K - $26.4K
|
129K
$13.3M
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-220- 8.21% |
$22.2K - $26.4K
|
2.46K
$254K
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-220- 0.11% |
$22.2K - $26.4K
|
204K
$21.1M
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-221- 1.76% |
$22.3K - $26.6K
|
12.4K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-223- 0.59% |
$22.5K - $26.8K
|
37.6K
$3.88M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-224- 0.29% |
$22.6K - $26.9K
|
77.7K
$8.02M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-224- 1.42% |
$22.6K - $26.9K
|
15.6K
$1.61M
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-226- 0.76% |
$22.8K - $27.2K
|
29.6K
$3.06M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-227- 3.9% |
$22.9K - $27.3K
|
5.6K
$578K
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-227- 1.77% |
$22.9K - $27.3K
|
12.6K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 0.61% |
$22.9K - $27.3K
|
37.1K
$3.83M
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-227- 4.4% |
$22.9K - $27.3K
|
4.93K
$509K
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-229- 0.13% |
$23.1K - $27.5K
|
178K
$18.4M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-231- 1.13% |
$23.3K - $27.8K
|
20.2K
$2.09M
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-232- 2.2% |
$23.4K - $27.9K
|
10.3K
$1.06M
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-233- 1.47% |
$23.5K - $28K
|
15.6K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-234- 0.45% |
$23.6K - $28.1K
|
51.4K
$5.31M
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-235- 0.61% |
$23.7K - $28.2K
|
38.6K
$3.99M
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-236- 0.62% |
$23.8K - $28.4K
|
38K
$3.93M
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-239- 0.76% |
$24.1K - $28.7K
|
31.4K
$3.24M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-240- 32.09% |
$24.2K - $28.8K
|
508
$52.5K
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-240- 0.71% |
$24.2K - $28.8K
|
33.5K
$3.46M
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-241- 0.08% |
$24.3K - $29K
|
286K
$29.6M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-241- 0.4% |
$24.3K - $29K
|
60.6K
$6.26M
|