Purchases and Sales Made in Q4 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.44K+ 4.28% |
$141K - $167K
|
35.1K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 5.74% |
$140K - $165K
|
26.3K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.42KNew |
$140K - $165K
|
1.42K
$156K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.42K+ 7.53% |
$140K - $165K
|
20.3K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.42K+ 2.89% |
$139K - $164K
|
50.4K
$5.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.4KNew |
$137K - $162K
|
1.4K
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.4K+ 5.96% |
$137K - $162K
|
24.9K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.4K+ 1.51% |
$137K - $162K
|
93.9K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.38K+ 2.69% |
$135K - $159K
|
52.6K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.37K+ 6.41% |
$135K - $159K
|
22.8K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.37K+ 1.1% |
$135K - $159K
|
126K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.37K+ 2.41% |
$134K - $158K
|
57.9K
$6.34M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.36KNew |
$134K - $158K
|
1.36K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.35K+ 7.87% |
$133K - $157K
|
18.5K
$2.03M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.35K+ 0.92% |
$132K - $156K
|
148K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.35K+ 28.17% |
$132K - $156K
|
6.13K
$671K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.34K+ 3.26% |
$132K - $156K
|
42.6K
$4.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.31K+ 6.36% |
$128K - $152K
|
21.9K
$2.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.3K+ 42.61% |
$127K - $151K
|
4.35K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.29K+ 2.04% |
$127K - $150K
|
64.5K
$7.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.29K+ 9.93% |
$127K - $150K
|
14.3K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.29K+ 12.04% |
$126K - $149K
|
12K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.29K+ 4.32% |
$126K - $149K
|
31K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.28K+ 20.32% |
$126K - $149K
|
7.6K
$833K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
1.27K+ 6.79% |
$124K - $147K
|
20K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.27K+ 2.32% |
$124K - $147K
|
55.7K
$6.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.03% |
$124K - $146K
|
22.2K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.26K+ 27.66% |
$124K - $146K
|
5.82K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.26K+ 3.72% |
$124K - $146K
|
35.1K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.26K+ 11.09% |
$123K - $146K
|
12.6K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
1.26K+ 9.73% |
$123K - $145K
|
14.2K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 44.97% |
$123K - $145K
|
4.05K
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.25K+ 32.25% |
$123K - $145K
|
5.14K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.25K+ 40.14% |
$123K - $145K
|
4.37K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.25K+ 43.81% |
$123K - $145K
|
4.1K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.25K+ 2.23% |
$123K - $145K
|
57.2K
$6.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.24K+ 4.07% |
$121K - $143K
|
31.6K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.23K+ 8.03% |
$121K - $143K
|
16.6K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.23K+ 1.72% |
$120K - $142K
|
72.6K
$7.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.22K+ 1.77% |
$120K - $142K
|
70.2K
$7.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.22K+ 2.12% |
$120K - $142K
|
59K
$6.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.22KNew |
$119K - $141K
|
1.22K
$133K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.21K+ 0.59% |
$119K - $141K
|
207K
$22.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.2K+ 23.22% |
$118K - $139K
|
6.38K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.2K+ 11.71% |
$118K - $139K
|
11.5K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.19KNew |
$117K - $138K
|
1.19K
$130K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.19K+ 11.49% |
$116K - $137K
|
11.5K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 3.07% |
$115K - $136K
|
39.5K
$4.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.17K+ 7.67% |
$115K - $135K
|
16.4K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.16K+ 1.72% |
$114K - $134K
|
68.6K
$7.51M
|