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 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.92K- 16.73% |
$194K - $231K
|
9.58K
$989K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.92K- 2.45% |
$194K - $231K
|
76.7K
$7.92M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-1.93K- 23.27% |
$194K - $232K
|
6.36K
$656K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.93K- 7.62% |
$194K - $232K
|
23.4K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.93K- 8.74% |
$195K - $232K
|
20.2K
$2.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.95K- 4.59% |
$196K - $234K
|
40.5K
$4.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.95K- 26.09% |
$196K - $234K
|
5.51K
$569K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 2.38% |
$197K - $234K
|
80K
$8.26M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.97K- 4.75% |
$198K - $236K
|
39.4K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.97K- 31.38% |
$199K - $237K
|
4.31K
$445K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.97K- 46.58% |
$199K - $237K
|
2.26K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 1.35% |
$199K - $237K
|
144K
$14.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.31% |
$199K - $237K
|
57.7K
$5.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2K- 25.32% |
$202K - $240K
|
5.9K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2K- 7.98% |
$202K - $240K
|
23.1K
$2.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.02K- 5.26% |
$203K - $242K
|
36.3K
$3.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.03K- 18.89% |
$205K - $244K
|
8.71K
$899K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.03K- 6.16% |
$205K - $244K
|
30.9K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-2.03K- 33.3% |
$205K - $244K
|
4.07K
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.05K- 1.0% |
$207K - $246K
|
204K
$21.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.06K- 38.01% |
$208K - $247K
|
3.36K
$347K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2.1K- 21.37% |
$212K - $252K
|
7.72K
$797K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 0.84% |
$212K - $252K
|
248K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.1K- 1.53% |
$212K - $252K
|
135K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2.1K- 4.38% |
$212K - $253K
|
46K
$4.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.1K- 3.93% |
$212K - $253K
|
51.4K
$5.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.12K- 2.12% |
$214K - $255K
|
97.9K
$10.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-2.13K- 16.93% |
$214K - $255K
|
10.4K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.14K- 0.69% |
$215K - $257K
|
309K
$31.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.16K- 19.89% |
$218K - $260K
|
8.7K
$898K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 13.57% |
$220K - $262K
|
13.9K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.19K- 2.62% |
$221K - $263K
|
81.5K
$8.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.2K- 8.74% |
$222K - $264K
|
23K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-2.2K- 3.81% |
$222K - $264K
|
55.5K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-2.2K- 12.44% |
$222K - $265K
|
15.5K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.22K- 0.65% |
$224K - $266K
|
341K
$35.2M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.22K- 23.37% |
$224K - $267K
|
7.29K
$753K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.23K- 1.36% |
$225K - $268K
|
162K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.25K- 53.9% |
$227K - $270K
|
1.92K
$198K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.25K- 4.19% |
$227K - $271K
|
51.4K
$5.31M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-2.3K- 66.78% |
$232K - $276K
|
1.14K
$118K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.32K- 2.6% |
$234K - $279K
|
87K
$8.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.32K- 48.29% |
$234K - $279K
|
2.49K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 0.98% |
$238K - $283K
|
238K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.38K- 1.32% |
$240K - $286K
|
178K
$18.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.4K- 15.75% |
$242K - $288K
|
12.8K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.4K- 20.34% |
$242K - $288K
|
9.38K
$969K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.4K- 9.93% |
$242K - $289K
|
21.8K
$2.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.4K- 1.63% |
$242K - $289K
|
145K
$15M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.44K- 21.4% |
$246K - $293K
|
8.95K
$924K
|