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 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.21K- 3.13% |
$122K - $145K
|
37.5K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.21K- 4.38% |
$122K - $146K
|
26.4K
$2.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.22K- 8.14% |
$123K - $146K
|
13.7K
$1.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.22K- 1.16% |
$123K - $147K
|
104K
$11.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.23K- 6.77% |
$124K - $148K
|
16.9K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 1.44% |
$125K - $148K
|
84.4K
$9.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.24K- 11.55% |
$125K - $149K
|
9.49K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.25K- 30.64% |
$126K - $150K
|
2.82K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.25K- 22.12% |
$126K - $150K
|
4.38K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.26K- 4.37% |
$127K - $151K
|
27.5K
$3.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.27K- 6.41% |
$128K - $152K
|
18.5K
$2.07M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.27K- 10.96% |
$128K - $152K
|
10.3K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.28K- 8.06% |
$129K - $154K
|
14.6K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.29K- 2.85% |
$130K - $155K
|
44.1K
$4.92M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.31K- 1.18% |
$132K - $157K
|
110K
$12.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.31K- 27.87% |
$132K - $157K
|
3.38K
$377K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.32K- 3.09% |
$133K - $159K
|
41.4K
$4.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.33K- 33.88% |
$134K - $160K
|
2.59K
$289K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.33K- 42.0% |
$134K - $160K
|
1.84K
$205K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.33K- 37.77% |
$134K - $160K
|
2.2K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 14.76% |
$135K - $160K
|
7.7K
$858K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.34K- 26.32% |
$135K - $161K
|
3.74K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 2.34% |
$135K - $161K
|
56K
$6.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.35K- 3.86% |
$136K - $162K
|
33.5K
$3.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.36K- 1.97% |
$137K - $163K
|
67.3K
$7.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 4.47% |
$137K - $164K
|
29.1K
$3.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.37K- 2.76% |
$138K - $164K
|
48.1K
$5.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.37K- 3.94% |
$138K - $164K
|
33.3K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.37K- 0.96% |
$138K - $165K
|
141K
$15.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.38K- 8.13% |
$139K - $166K
|
15.6K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 35.0% |
$141K - $168K
|
2.6K
$290K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.41K- 0.9% |
$142K - $170K
|
156K
$17.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.42K- 4.84% |
$143K - $171K
|
27.9K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.44K- 5.95% |
$145K - $172K
|
22.7K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.44K- 1.78% |
$145K - $173K
|
79.5K
$8.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.44K- 4.94% |
$145K - $173K
|
27.7K
$3.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.44K- 3.82% |
$145K - $173K
|
36.3K
$4.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.47K- 6.5% |
$148K - $176K
|
21.1K
$2.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.47K- 10.49% |
$148K - $177K
|
12.5K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-1.48K- 10.29% |
$149K - $178K
|
12.9K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.48K- 3.69% |
$150K - $178K
|
38.7K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.49K- 3.16% |
$151K - $180K
|
45.8K
$5.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.5K- 22.9% |
$151K - $180K
|
5.05K
$563K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.51K- 10.47% |
$152K - $181K
|
12.9K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.51K- 43.45% |
$152K - $181K
|
1.96K
$219K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.52K- 3.22% |
$153K - $182K
|
45.6K
$5.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.52K- 5.18% |
$154K - $183K
|
27.9K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.53K- 4.0% |
$155K - $184K
|
36.8K
$4.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.54K- 8.85% |
$155K - $185K
|
15.8K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 1.1% |
$155K - $185K
|
138K
$15.4M
|