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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
40+ 0.3% |
$4.39K - $4.76K
|
13.3K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 0.9% |
$4.39K - $4.76K
|
4.48K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
40+ 0.99% |
$4.39K - $4.76K
|
4.07K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
40+ 0.58% |
$4.39K - $4.76K
|
6.88K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
40+ 0.72% |
$4.39K - $4.76K
|
5.57K
$575K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 2.15% |
$4.28K - $4.64K
|
1.85K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
39+ 1.73% |
$4.28K - $4.64K
|
2.29K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
39+ 0.48% |
$4.28K - $4.64K
|
8.12K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 5.76% |
$4.17K - $4.52K
|
698
$72.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
37+ 0.86% |
$4.06K - $4.4K
|
4.34K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
36+ 0.83% |
$3.95K - $4.28K
|
4.36K
$450K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
35+ 0.33% |
$3.84K - $4.17K
|
10.6K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 0.11% |
$3.84K - $4.17K
|
30.9K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
34+ 0.04% |
$3.73K - $4.05K
|
84.7K
$8.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
34+ 1.88% |
$3.73K - $4.05K
|
1.84K
$190K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33+ 0.12% |
$3.62K - $3.93K
|
26.7K
$2.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
33+ 0.23% |
$3.62K - $3.93K
|
14.2K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$3.51K - $3.81K
|
7.04K
$727K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
32+ 1.1% |
$3.51K - $3.81K
|
2.94K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
32+ 0.06% |
$3.51K - $3.81K
|
49.4K
$5.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
32+ 0.46% |
$3.51K - $3.81K
|
6.93K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
32+ 0.58% |
$3.51K - $3.81K
|
5.53K
$571K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
30+ 0.18% |
$3.29K - $3.57K
|
16.8K
$1.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
30+ 0.29% |
$3.29K - $3.57K
|
10.4K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30+ 0.29% |
$3.29K - $3.57K
|
10.2K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
30+ 0.84% |
$3.29K - $3.57K
|
3.61K
$373K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
30+ 0.42% |
$3.29K - $3.57K
|
7.16K
$739K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
29+ 0.34% |
$3.18K - $3.45K
|
8.54K
$882K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
29+ 0.3% |
$3.18K - $3.45K
|
9.7K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
29+ 0.84% |
$3.18K - $3.45K
|
3.49K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.52% |
$3.18K - $3.45K
|
5.64K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.57% |
$3.18K - $3.45K
|
5.09K
$526K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
28+ 16.0% |
$3.07K - $3.33K
|
203
$21K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
28+ 0.45% |
$3.07K - $3.33K
|
6.23K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
28+ 0.4% |
$3.07K - $3.33K
|
7.07K
$730K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
28+ 0.53% |
$3.07K - $3.33K
|
5.3K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
27+ 1.49% |
$2.96K - $3.21K
|
1.84K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
27+ 0.48% |
$2.96K - $3.21K
|
5.65K
$583K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
26+ 0.97% |
$2.85K - $3.09K
|
2.72K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
26+ 0.27% |
$2.85K - $3.09K
|
9.53K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
26+ 0.63% |
$2.85K - $3.09K
|
4.15K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
25+ 0.17% |
$2.74K - $2.98K
|
14.3K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
25+ 0.44% |
$2.74K - $2.98K
|
5.7K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 0.11% |
$2.74K - $2.98K
|
23K
$2.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
25+ 0.19% |
$2.74K - $2.98K
|
13K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
25+ 0.11% |
$2.74K - $2.98K
|
23.8K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$2.63K - $2.86K
|
49.3K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23+ 0.04% |
$2.52K - $2.74K
|
51.8K
$5.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
23+ 0.47% |
$2.52K - $2.74K
|
4.95K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
23+ 0.27% |
$2.52K - $2.74K
|
8.68K
$897K
|