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 14, 2023
Q3 2023
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.45K- 15.37% |
$348K - $415K
|
19K
$2.12M
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-3.46K- 8.09% |
$349K - $415K
|
39.3K
$4.38M
|
|
Oct 06, 2023
Q3 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-3.49K- 17.89% |
$352K - $420K
|
16K
$1.79M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.5K- 1.86% |
$353K - $420K
|
184K
$20.6M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.5K- 14.22% |
$353K - $421K
|
21.1K
$2.35M
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.5K- 28.98% |
$354K - $421K
|
8.59K
$957K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.51K- 1.81% |
$354K - $422K
|
190K
$21.2M
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-3.54K- 2.07% |
$357K - $425K
|
167K
$18.7M
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.61K- 2.73% |
$364K - $434K
|
128K
$14.3M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.62K- 3.34% |
$365K - $435K
|
104K
$11.6M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.65K- 1.03% |
$369K - $439K
|
350K
$39M
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.66K- 2.2% |
$369K - $440K
|
163K
$18.2M
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.74K- 15.16% |
$378K - $450K
|
20.9K
$2.33M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.75K- 4.24% |
$378K - $450K
|
84.5K
$9.42M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.75K- 35.65% |
$379K - $451K
|
6.77K
$755K
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.76K- 3.47% |
$379K - $452K
|
105K
$11.7M
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 29.82% |
$381K - $454K
|
8.9K
$992K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.79K- 1.88% |
$382K - $455K
|
198K
$22.1M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.79K- 1.7% |
$382K - $456K
|
219K
$24.5M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.8K- 14.5% |
$383K - $456K
|
22.4K
$2.5M
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.8K- 46.47% |
$384K - $457K
|
4.38K
$488K
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-3.81K- 64.65% |
$385K - $458K
|
2.08K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-3.82K- 9.79% |
$385K - $459K
|
35.1K
$3.92M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.84K- 4.2% |
$388K - $462K
|
87.7K
$9.78M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.87K- 2.01% |
$391K - $465K
|
189K
$21.1M
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-3.97K- 8.0% |
$401K - $477K
|
45.7K
$5.09M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.97K- 5.85% |
$401K - $477K
|
63.9K
$7.12M
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4K- 1.31% |
$404K - $481K
|
300K
$33.5M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.01K- 3.32% |
$405K - $482K
|
117K
$13M
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.03K- 59.29% |
$407K - $485K
|
2.77K
$309K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.05K- 22.05% |
$408K - $486K
|
14.3K
$1.59M
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-4.06K- 19.99% |
$410K - $488K
|
16.3K
$1.81M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.14K- 11.56% |
$418K - $498K
|
31.7K
$3.53M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4.14K- 0.39% |
$418K - $498K
|
1.05M
$117M
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.15K- 39.96% |
$419K - $499K
|
6.24K
$695K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.15K- 10.93% |
$419K - $499K
|
33.8K
$3.77M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.19K- 0.67% |
$423K - $504K
|
622K
$69.4M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.26K- 15.08% |
$430K - $512K
|
24K
$2.67M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.28K- 17.19% |
$432K - $515K
|
20.6K
$2.3M
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-4.31K- 7.53% |
$435K - $518K
|
52.9K
$5.9M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.32K- 29.78% |
$436K - $519K
|
10.2K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.33K- 6.19% |
$437K - $521K
|
65.6K
$7.32M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-4.35K- 1.86% |
$439K - $523K
|
230K
$25.6M
|
|
Nov 14, 2023
Q3 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-4.4K- 31.4% |
$444K - $529K
|
9.61K
$1.07M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 9.47% |
$451K - $537K
|
42.7K
$4.76M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.48K- 1.74% |
$452K - $538K
|
252K
$28.1M
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4.48K- 28.4% |
$452K - $539K
|
11.3K
$1.26M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.52K- 41.2% |
$456K - $543K
|
6.45K
$719K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.53K- 13.5% |
$457K - $544K
|
29K
$3.23M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.62K- 2.01% |
$466K - $555K
|
226K
$25.1M
|