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 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
136+ 1.6% |
$13.3K - $15.8K
|
8.61K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
136+ 3.82% |
$13.3K - $15.8K
|
3.7K
$405K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
135+ 0.84% |
$13.2K - $15.6K
|
16.3K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
133+ 0.41% |
$13K - $15.4K
|
32.4K
$3.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
132+ 0.3% |
$12.9K - $15.3K
|
44.7K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
131+ 0.84% |
$12.8K - $15.2K
|
15.8K
$1.73M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
130New |
$12.7K - $15.1K
|
130
$14.2K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
130+ 0.41% |
$12.7K - $15.1K
|
31.5K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
128+ 2.79% |
$12.6K - $14.8K
|
4.72K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
127+ 0.5% |
$12.5K - $14.7K
|
25.7K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125+ 1.22% |
$12.3K - $14.5K
|
10.4K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
125+ 1.43% |
$12.3K - $14.5K
|
8.85K
$969K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
124+ 0.31% |
$12.2K - $14.4K
|
39.7K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
124+ 0.34% |
$12.2K - $14.4K
|
36.1K
$3.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
123+ 3.88% |
$12.1K - $14.2K
|
3.29K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
120+ 0.97% |
$11.8K - $13.9K
|
12.5K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
119+ 1.61% |
$11.7K - $13.8K
|
7.52K
$824K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
118+ 0.54% |
$11.6K - $13.7K
|
22.2K
$2.43M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
117+ 0.4% |
$11.5K - $13.6K
|
29.3K
$3.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
116+ 5.03% |
$11.4K - $13.4K
|
2.42K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
114+ 0.13% |
$11.2K - $13.2K
|
84.9K
$9.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
113+ 0.88% |
$11.1K - $13.1K
|
12.9K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
112+ 5.79% |
$11K - $13K
|
2.05K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
111+ 4.86% |
$10.9K - $12.9K
|
2.39K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
110+ 1.78% |
$10.8K - $12.7K
|
6.31K
$691K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
109+ 3.37% |
$10.7K - $12.6K
|
3.34K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
108+ 4.98% |
$10.6K - $12.5K
|
2.28K
$250K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
108+ 1.25% |
$10.6K - $12.5K
|
8.73K
$956K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
107+ 0.56% |
$10.5K - $12.4K
|
19.4K
$2.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
107+ 0.95% |
$10.5K - $12.4K
|
11.4K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
107+ 1.4% |
$10.5K - $12.4K
|
7.76K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
107+ 1.77% |
$10.5K - $12.4K
|
6.14K
$673K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
106+ 7.64% |
$10.4K - $12.3K
|
1.49K
$164K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
106+ 1.19% |
$10.4K - $12.3K
|
8.98K
$983K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
106+ 0.3% |
$10.4K - $12.3K
|
35.4K
$3.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
106+ 0.43% |
$10.4K - $12.3K
|
24.7K
$2.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
105+ 1.21% |
$10.3K - $12.2K
|
8.81K
$965K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
105+ 3.29% |
$10.3K - $12.2K
|
3.3K
$361K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
105+ 4.56% |
$10.3K - $12.2K
|
2.41K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
104+ 0.48% |
$10.2K - $12K
|
21.7K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
104+ 2.83% |
$10.2K - $12K
|
3.78K
$413K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
103+ 0.57% |
$10.1K - $11.9K
|
18.2K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
103+ 0.25% |
$10.1K - $11.9K
|
41.2K
$4.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
103+ 0.17% |
$10.1K - $11.9K
|
60.4K
$6.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
102+ 3.12% |
$10K - $11.8K
|
3.37K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
101+ 0.08% |
$9.9K - $11.7K
|
133K
$14.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
101+ 2.02% |
$9.9K - $11.7K
|
5.1K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
101+ 1.74% |
$9.9K - $11.7K
|
5.89K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
101+ 0.08% |
$9.9K - $11.7K
|
133K
$14.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.23% |
$9.81K - $11.6K
|
43.3K
$4.74M
|