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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 14.07% |
$114K - $134K
|
9.39K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.16KNew |
$113K - $134K
|
1.16K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.15K+ 27.11% |
$113K - $133K
|
5.4K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.13K+ 5.62% |
$111K - $131K
|
21.2K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.13K+ 4.12% |
$111K - $131K
|
28.5K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
1.13K+ 8.24% |
$110K - $130K
|
14.8K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.12K+ 51.18% |
$110K - $130K
|
3.32K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.12K+ 21.53% |
$110K - $130K
|
6.32K
$675K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.12K+ 11.53% |
$110K - $130K
|
10.8K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.12K+ 22.07% |
$110K - $130K
|
6.2K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.11K+ 4.99% |
$109K - $129K
|
23.4K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.11K+ 2.71% |
$109K - $129K
|
42.2K
$4.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.11K+ 20.45% |
$109K - $129K
|
6.54K
$699K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.11K+ 1.51% |
$109K - $128K
|
74.5K
$7.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.11K+ 5.63% |
$109K - $128K
|
20.8K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
1.1K+ 10.91% |
$108K - $128K
|
11.2K
$1.2M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.1K+ 6.09% |
$108K - $128K
|
19.2K
$2.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
1.1K+ 2.4% |
$108K - $127K
|
46.8K
$5M
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 14.12% |
$107K - $127K
|
8.86K
$946K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.1KNew |
$107K - $127K
|
1.1K
$117K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.09K+ 2.97% |
$107K - $127K
|
37.9K
$4.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.09K+ 3.55% |
$107K - $126K
|
31.8K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.09K+ 3.0% |
$107K - $126K
|
37.5K
$4M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.09K+ 11.71% |
$107K - $126K
|
10.4K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.09K+ 8.47% |
$106K - $126K
|
13.9K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.09K+ 0.73% |
$106K - $126K
|
149K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.08K+ 5.13% |
$106K - $125K
|
22.2K
$2.37M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.08K+ 24.92% |
$106K - $125K
|
5.42K
$579K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.08K+ 2.37% |
$106K - $125K
|
46.6K
$4.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.06K+ 1.16% |
$104K - $123K
|
92.6K
$9.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.06K+ 0.19% |
$104K - $123K
|
571K
$61M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 5.85% |
$103K - $122K
|
19.1K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.05K+ 146.18% |
$103K - $122K
|
1.77K
$189K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.51% |
$103K - $121K
|
42.6K
$4.56M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.04K+ 23.59% |
$101K - $120K
|
5.42K
$579K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 11.43% |
$101K - $120K
|
10.1K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03K+ 4.9% |
$101K - $120K
|
22.1K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
1.03K+ 3.57% |
$101K - $119K
|
29.8K
$3.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.03K+ 11.66% |
$101K - $119K
|
9.83K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.02K+ 51.85% |
$100K - $118K
|
2.99K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
1.02K+ 0.57% |
$99.9K - $118K
|
179K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.02K+ 28.19% |
$99.6K - $118K
|
4.62K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.02K+ 1.9% |
$99.5K - $118K
|
54.5K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.01K+ 18.29% |
$99.1K - $117K
|
6.54K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 8.93% |
$99K - $117K
|
12.3K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
1K+ 6.6% |
$98.4K - $116K
|
16.2K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1K+ 0.61% |
$98.3K - $116K
|
167K
$17.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1K+ 40.39% |
$98.1K - $116K
|
3.48K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1K+ 2.81% |
$98.1K - $116K
|
36.5K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1K+ 17.84% |
$98.1K - $116K
|
6.61K
$706K
|