Purchases and Sales Made in Q3 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2024. 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 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.29K+ 8.25% |
$251K - $273K
|
30.1K
$3.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.28K+ 24.82% |
$250K - $272K
|
11.5K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.28K+ 8.34% |
$250K - $272K
|
29.6K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.28KNew |
$250K - $271K
|
2.28K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.26K+ 3.78% |
$248K - $269K
|
62.1K
$7.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 2.52% |
$247K - $268K
|
91.9K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.24K+ 38.16% |
$246K - $267K
|
8.12K
$958K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.24KNew |
$245K - $266K
|
2.24K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.23K+ 24.74% |
$245K - $266K
|
11.3K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.22K+ 8.93% |
$244K - $264K
|
27.1K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.22K+ 1.87% |
$243K - $264K
|
121K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
2.2KNew |
$241K - $262K
|
2.2K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.2K+ 7.74% |
$241K - $262K
|
30.6K
$3.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.2K+ 0.33% |
$241K - $262K
|
672K
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 9.72% |
$241K - $262K
|
24.8K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 1.52% |
$240K - $260K
|
146K
$17.3M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.18KNew |
$239K - $259K
|
2.18K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.17K+ 17.5% |
$239K - $259K
|
14.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.17K+ 0.41% |
$238K - $258K
|
529K
$62.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.16K+ 20.06% |
$237K - $257K
|
12.9K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.16K+ 6.29% |
$237K - $257K
|
36.5K
$4.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.16K+ 5.49% |
$237K - $257K
|
41.5K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.15K+ 15.83% |
$236K - $256K
|
15.8K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.15K+ 19.97% |
$236K - $256K
|
12.9K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.14KNew |
$235K - $255K
|
2.14K
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.11K+ 2.67% |
$232K - $251K
|
81.1K
$9.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.11K+ 143.47% |
$231K - $251K
|
3.58K
$422K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.09K+ 5.05% |
$230K - $249K
|
43.6K
$5.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
2.09K+ 4.68% |
$229K - $249K
|
46.8K
$5.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.09K+ 1.06% |
$229K - $249K
|
200K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.09KNew |
$229K - $248K
|
2.09K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.09K+ 10.52% |
$229K - $248K
|
21.9K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.09K+ 8.93% |
$229K - $248K
|
25.4K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.08K+ 1.17% |
$228K - $248K
|
180K
$21.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.08KNew |
$228K - $247K
|
2.08K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.06K+ 4.27% |
$225K - $245K
|
50.2K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.05K+ 4.45% |
$224K - $243K
|
48K
$5.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.02KNew |
$222K - $240K
|
2.02K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.02K+ 14.79% |
$222K - $240K
|
15.7K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$221K - $240K
|
2.01K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.01K+ 26.27% |
$221K - $239K
|
9.66K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 73.36% |
$220K - $239K
|
4.74K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2K+ 22.31% |
$220K - $238K
|
11K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.99K+ 16.52% |
$218K - $236K
|
14K
$1.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.98K+ 4.29% |
$218K - $236K
|
48.2K
$5.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.97K+ 6.87% |
$216K - $235K
|
30.7K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.97K+ 7.06% |
$216K - $235K
|
29.9K
$3.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.81% |
$216K - $234K
|
72.2K
$8.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.97K+ 1.18% |
$216K - $234K
|
169K
$19.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 11.84% |
$216K - $234K
|
18.6K
$2.19M
|