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 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-843- 2.04% |
$85.1K - $101K
|
40.4K
$4.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-851- 6.31% |
$85.9K - $102K
|
12.6K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-856- 8.06% |
$86.4K - $103K
|
9.77K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-871- 1.8% |
$87.9K - $105K
|
47.4K
$5.2M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-874- 2.22% |
$88.2K - $105K
|
38.6K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-878- 2.52% |
$88.6K - $106K
|
33.9K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-880- 2.0% |
$88.8K - $106K
|
43.2K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-881- 0.13% |
$88.9K - $106K
|
680K
$74.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-882- 9.04% |
$89K - $106K
|
8.87K
$972K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-883- 3.65% |
$89.1K - $106K
|
23.3K
$2.55M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-886- 12.38% |
$89.4K - $106K
|
6.27K
$687K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-887- 1.41% |
$89.5K - $107K
|
61.8K
$6.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-888- 1.83% |
$89.6K - $107K
|
47.6K
$5.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-891- 2.25% |
$89.9K - $107K
|
38.7K
$4.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-892- 5.13% |
$90K - $107K
|
16.5K
$1.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-897- 1.39% |
$90.5K - $108K
|
63.5K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-908- 3.36% |
$91.6K - $109K
|
26.1K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-910- 5.61% |
$91.8K - $109K
|
15.3K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-910- 6.48% |
$91.8K - $109K
|
13.1K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-935- 2.59% |
$94.4K - $112K
|
35.2K
$3.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-944- 2.84% |
$95.3K - $113K
|
32.3K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-944- 0.29% |
$95.3K - $113K
|
325K
$35.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-953- 1.62% |
$96.2K - $115K
|
57.7K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-957- 7.65% |
$96.6K - $115K
|
11.6K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-958- 2.64% |
$96.7K - $115K
|
35.4K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-961- 2.13% |
$97K - $116K
|
44.3K
$4.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-969- 10.98% |
$97.8K - $116K
|
7.86K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-972- 2.73% |
$98.1K - $117K
|
34.7K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-974- 3.39% |
$98.3K - $117K
|
27.8K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-977- 2.17% |
$98.6K - $117K
|
44K
$4.81M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-979- 2.28% |
$98.8K - $118K
|
42K
$4.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-979- 10.88% |
$98.8K - $118K
|
8.02K
$878K
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-980- 2.22% |
$98.9K - $118K
|
43.1K
$4.72M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-987- 1.6% |
$99.6K - $119K
|
60.8K
$6.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-991- 11.13% |
$100K - $119K
|
7.91K
$866K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-991- 1.09% |
$100K - $119K
|
90.1K
$9.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-992- 5.1% |
$100K - $119K
|
18.5K
$2.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-993- 1.62% |
$100K - $119K
|
60.3K
$6.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 1.14% |
$101K - $120K
|
86.5K
$9.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1K- 25.34% |
$101K - $120K
|
2.95K
$323K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1K- 4.65% |
$101K - $120K
|
20.5K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1K- 24.75% |
$101K - $120K
|
3.04K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-1K- 36.87% |
$101K - $120K
|
1.71K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 6.55% |
$101K - $120K
|
14.3K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 6.18% |
$101K - $120K
|
15.2K
$1.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1K- 2.79% |
$101K - $121K
|
34.9K
$3.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-1K- 1.32% |
$101K - $121K
|
74.9K
$8.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.01K- 2.24% |
$102K - $121K
|
43.9K
$4.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.01K- 18.68% |
$102K - $121K
|
4.39K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.01K- 14.3% |
$102K - $122K
|
6.06K
$664K
|