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 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-4.31K- 7.53% |
$435K - $518K
|
52.9K
$5.46M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.32K- 29.78% |
$436K - $519K
|
10.2K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.33K- 6.19% |
$437K - $521K
|
65.6K
$6.78M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-4.35K- 1.86% |
$439K - $523K
|
230K
$23.7M
|
|
Nov 14, 2023
Q3 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-4.4K- 31.4% |
$444K - $529K
|
9.61K
$993K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 9.47% |
$451K - $537K
|
42.7K
$4.41M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.48K- 1.74% |
$452K - $538K
|
252K
$26M
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4.48K- 28.4% |
$452K - $539K
|
11.3K
$1.17M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.52K- 41.2% |
$456K - $543K
|
6.45K
$666K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.53K- 13.5% |
$457K - $544K
|
29K
$2.99M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.62K- 2.01% |
$466K - $555K
|
226K
$23.3M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 54.19% |
$469K - $558K
|
3.93K
$405K
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-4.67K- 16.59% |
$471K - $561K
|
23.5K
$2.42M
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.69K- 43.98% |
$473K - $563K
|
5.97K
$616K
|
|
Oct 31, 2023
Q3 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-4.7K- 2.49% |
$474K - $564K
|
184K
$19M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-4.73K- 3.31% |
$477K - $568K
|
138K
$14.2M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.75K- 37.0% |
$479K - $570K
|
8.08K
$835K
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.75K- 2.8% |
$479K - $570K
|
165K
$17M
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.75K- 8.85% |
$480K - $571K
|
48.9K
$5.05M
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4.78K- 2.97% |
$483K - $575K
|
156K
$16.1M
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.79K- 1.98% |
$483K - $575K
|
237K
$24.5M
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.81K- 1.64% |
$485K - $578K
|
288K
$29.7M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.85K- 9.27% |
$489K - $583K
|
47.4K
$4.9M
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.89K- 3.73% |
$493K - $588K
|
126K
$13M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.92K- 1.83% |
$497K - $592K
|
265K
$27.3M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.93K- 12.04% |
$497K - $592K
|
36K
$3.72M
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.95K- 3.96% |
$500K - $595K
|
120K
$12.4M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.97KClosed |
$502K - $597K
|
0
$0
|
|
Oct 04, 2023
Q3 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 25.0% |
$505K - $601K
|
15K
$1.55M
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5.02K- 6.32% |
$507K - $603K
|
74.4K
$7.68M
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5.06K- 6.21% |
$510K - $608K
|
76.3K
$7.88M
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.07K- 8.85% |
$512K - $609K
|
52.2K
$5.39M
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-5.1K- 1.15% |
$514K - $613K
|
436K
$45.1M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5.11K- 59.28% |
$516K - $614K
|
3.51K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.16K- 14.22% |
$520K - $620K
|
31.1K
$3.21M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-5.19KClosed |
$523K - $623K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-5.19K- 4.11% |
$524K - $624K
|
121K
$12.5M
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.21K- 2.89% |
$525K - $626K
|
175K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-5.25K- 3.28% |
$530K - $632K
|
155K
$16M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.35K- 4.63% |
$540K - $643K
|
110K
$11.4M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.39K- 12.6% |
$544K - $648K
|
37.4K
$3.86M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.46K- 8.67% |
$551K - $656K
|
57.5K
$5.94M
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-5.46K- 19.73% |
$551K - $656K
|
22.2K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.5K- 20.64% |
$555K - $661K
|
21.1K
$2.18M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.5K- 3.79% |
$555K - $661K
|
140K
$14.4M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.55K- 1.34% |
$560K - $667K
|
409K
$42.3M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.6K- 1.71% |
$565K - $673K
|
321K
$33.1M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.62K- 3.5% |
$567K - $675K
|
155K
$16M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.67K- 17.72% |
$572K - $681K
|
26.3K
$2.72M
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-5.75K- 2.42% |
$581K - $692K
|
232K
$24M
|