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 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.03% |
$294 - $347
|
9.8K
$1.01M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$294 - $347
|
3
$310
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.08% |
$294 - $347
|
3.7K
$382K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.13K
$220K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$196 - $232
|
5.7K
$588K
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
2+ 0.02% |
$196 - $232
|
10.6K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2+ 0.02% |
$196 - $232
|
8.99K
$928K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.06% |
$196 - $232
|
3.62K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.01% |
$196 - $232
|
14.7K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.25K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.51% |
$196 - $232
|
392
$40.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2+ 0.01% |
$196 - $232
|
14.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.3% |
$196 - $232
|
660
$68.2K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2+ 0.06% |
$196 - $232
|
3.42K
$353K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
13.9K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.02% |
$98.1 - $116
|
4.44K
$458K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.02% |
$98.1 - $116
|
5.68K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$98.1 - $116
|
2.82K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
8.62K
$890K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
2.95K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
3.81K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
3.69K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$98.1 - $116
|
5.64K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
9.07K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$98.1 - $116
|
14.3K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1+ 0.03% |
$98.1 - $116
|
3.53K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.89% |
$98.1 - $116
|
113
$11.7K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$98.1 - $116
|
2.82K
$291K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$98.1 - $116
|
1
$103
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1- 0.04% |
$98.1 - $116
|
2.49K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
16.1K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$98.1 - $116
|
3.77K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
15.6K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
12.6K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
19.7K
$2.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$98.1 - $116
|
11.9K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.05% |
$196 - $232
|
3.84K
$396K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$196 - $232
|
35.6K
$3.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2- 0.03% |
$196 - $232
|
7.64K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$196 - $232
|
5.92K
$611K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3- 0.08% |
$294 - $347
|
3.79K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3- 0.01% |
$294 - $347
|
45.1K
$4.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-3- 0.03% |
$294 - $347
|
11.9K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4- 0.25% |
$392 - $463
|
1.6K
$165K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-5- 0.14% |
$490 - $579
|
3.66K
$378K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$490 - $579
|
21.7K
$2.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.44% |
$490 - $579
|
1.12K
$116K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-5- 0.01% |
$490 - $579
|
62.9K
$6.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5- 0.08% |
$490 - $579
|
5.93K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.35% |
$490 - $579
|
1.43K
$147K
|