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 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.97K- 46.58% |
$199K - $237K
|
2.26K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 1.35% |
$199K - $237K
|
144K
$16.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.31% |
$199K - $237K
|
57.7K
$6.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2K- 25.32% |
$202K - $240K
|
5.9K
$658K
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2K- 7.98% |
$202K - $240K
|
23.1K
$2.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.02K- 5.26% |
$203K - $242K
|
36.3K
$4.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.03K- 18.89% |
$205K - $244K
|
8.71K
$970K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.03K- 6.16% |
$205K - $244K
|
30.9K
$3.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-2.03K- 33.3% |
$205K - $244K
|
4.07K
$454K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.05K- 1.0% |
$207K - $246K
|
204K
$22.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.06K- 38.01% |
$208K - $247K
|
3.36K
$374K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2.1K- 21.37% |
$212K - $252K
|
7.72K
$861K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 0.84% |
$212K - $252K
|
248K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.1K- 1.53% |
$212K - $252K
|
135K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2.1K- 4.38% |
$212K - $253K
|
46K
$5.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.1K- 3.93% |
$212K - $253K
|
51.4K
$5.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.12K- 2.12% |
$214K - $255K
|
97.9K
$10.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-2.13K- 16.93% |
$214K - $255K
|
10.4K
$1.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.14K- 0.69% |
$215K - $257K
|
309K
$34.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.16K- 19.89% |
$218K - $260K
|
8.7K
$970K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 13.57% |
$220K - $262K
|
13.9K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.19K- 2.62% |
$221K - $263K
|
81.5K
$9.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.2K- 8.74% |
$222K - $264K
|
23K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-2.2K- 3.81% |
$222K - $264K
|
55.5K
$6.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-2.2K- 12.44% |
$222K - $265K
|
15.5K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.22K- 0.65% |
$224K - $266K
|
341K
$38M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.22K- 23.37% |
$224K - $267K
|
7.29K
$813K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.23K- 1.36% |
$225K - $268K
|
162K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.25K- 53.9% |
$227K - $270K
|
1.92K
$214K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.25K- 4.19% |
$227K - $271K
|
51.4K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-2.3K- 66.78% |
$232K - $276K
|
1.14K
$128K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.32K- 2.6% |
$234K - $279K
|
87K
$9.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.32K- 48.29% |
$234K - $279K
|
2.49K
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 0.98% |
$238K - $283K
|
238K
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.38K- 1.32% |
$240K - $286K
|
178K
$19.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.4K- 15.75% |
$242K - $288K
|
12.8K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.4K- 20.34% |
$242K - $288K
|
9.38K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.4K- 9.93% |
$242K - $289K
|
21.8K
$2.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.4K- 1.63% |
$242K - $289K
|
145K
$16.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.44K- 21.4% |
$246K - $293K
|
8.95K
$998K
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.45K- 0.27% |
$247K - $294K
|
903K
$101M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.47K- 0.88% |
$249K - $297K
|
280K
$31.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.47K- 5.2% |
$250K - $297K
|
45.1K
$5.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.47K- 3.64% |
$250K - $297K
|
65.5K
$7.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.48K- 29.24% |
$250K - $298K
|
6K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.48K- 0.46% |
$251K - $298K
|
539K
$60M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.5K- 38.47% |
$252K - $300K
|
4K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.5K- 11.28% |
$252K - $301K
|
19.7K
$2.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.51K- 15.25% |
$253K - $301K
|
13.9K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.51K- 10.02% |
$253K - $301K
|
22.5K
$2.51M
|