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 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1K+ 24.78% |
$98.1K - $116K
|
5.04K
$551K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1K+ 17.84% |
$98.1K - $116K
|
6.61K
$723K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
999+ 24.05% |
$98K - $116K
|
5.15K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
996+ 3.62% |
$97.7K - $115K
|
28.5K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
992+ 2.18% |
$97.3K - $115K
|
46.6K
$5.1M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
990+ 4.72% |
$97.1K - $115K
|
22K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
984+ 5.03% |
$96.5K - $114K
|
20.5K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
976+ 4.89% |
$95.7K - $113K
|
21K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
973+ 0.88% |
$95.4K - $113K
|
112K
$12.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
973+ 34.69% |
$95.4K - $113K
|
3.78K
$414K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
970+ 87.86% |
$95.1K - $112K
|
2.07K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
969+ 1.38% |
$95K - $112K
|
71.3K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
966+ 4.32% |
$94.7K - $112K
|
23.3K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
965+ 40.11% |
$94.6K - $112K
|
3.37K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
964+ 4.74% |
$94.5K - $112K
|
21.3K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
960+ 15.23% |
$94.1K - $111K
|
7.26K
$796K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
958+ 2.39% |
$93.9K - $111K
|
41K
$4.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
952+ 4.52% |
$93.3K - $110K
|
22K
$2.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
952+ 5.06% |
$93.3K - $110K
|
19.8K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
949+ 1.39% |
$93K - $110K
|
69.5K
$7.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
933+ 1.47% |
$91.5K - $108K
|
64.5K
$7.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
928+ 26.26% |
$91K - $107K
|
4.46K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
913+ 22.26% |
$89.5K - $106K
|
5.01K
$549K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
911+ 1.62% |
$89.3K - $106K
|
57.2K
$6.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
910+ 37.45% |
$89.2K - $105K
|
3.34K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
910+ 3.68% |
$89.2K - $105K
|
25.6K
$2.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
908+ 0.3% |
$89K - $105K
|
304K
$33.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
903+ 6.21% |
$88.5K - $105K
|
15.5K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
897+ 0.81% |
$88K - $104K
|
111K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
896+ 1.74% |
$87.9K - $104K
|
52.3K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
896+ 0.08% |
$87.9K - $104K
|
1.1M
$120M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
895+ 11.08% |
$87.8K - $104K
|
8.97K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
893+ 1.2% |
$87.6K - $103K
|
75.5K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
892+ 0.76% |
$87.5K - $103K
|
118K
$12.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
887+ 0.87% |
$87K - $103K
|
102K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
883+ 1.72% |
$86.6K - $102K
|
52.2K
$5.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
879+ 5.52% |
$86.2K - $102K
|
16.8K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
879+ 1.04% |
$86.2K - $102K
|
85.3K
$9.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
876New |
$85.9K - $101K
|
876
$95.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
876+ 3.53% |
$85.9K - $101K
|
25.7K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
865+ 20.21% |
$84.8K - $100K
|
5.15K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
845+ 2.22% |
$82.9K - $97.9K
|
38.9K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
844+ 1.24% |
$82.8K - $97.8K
|
68.9K
$7.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
842+ 2.39% |
$82.6K - $97.5K
|
36.1K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
840+ 4.85% |
$82.4K - $97.3K
|
18.2K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
830+ 7.99% |
$81.4K - $96.1K
|
11.2K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
830+ 3.56% |
$81.4K - $96.1K
|
24.2K
$2.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
829+ 14.79% |
$81.3K - $96K
|
6.43K
$705K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
818+ 2.68% |
$80.2K - $94.7K
|
31.3K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
818New |
$80.2K - $94.7K
|
818
$89.6K
|