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
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6- 0.27% |
$588 - $695
|
2.25K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6- 0.19% |
$588 - $695
|
3.12K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-7- 5.47% |
$686 - $811
|
121
$12.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.03% |
$686 - $811
|
25.5K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.05% |
$686 - $811
|
12.8K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7- -0.0% |
$686 - $811
|
156K
$16.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-8- 0.06% |
$784 - $927
|
12.6K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-8- 0.11% |
$784 - $927
|
7.12K
$735K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 0.26% |
$784 - $927
|
3.07K
$317K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-8- 0.3% |
$784 - $927
|
2.69K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9- 0.1% |
$882 - $1.04K
|
8.71K
$900K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-10- 0.18% |
$981 - $1.16K
|
5.49K
$567K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$981 - $1.16K
|
10.2K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-10- 0.03% |
$981 - $1.16K
|
33.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10- 0.14% |
$981 - $1.16K
|
7.1K
$734K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-11- 0.16% |
$1.08K - $1.27K
|
6.97K
$720K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-12- 0.26% |
$1.18K - $1.39K
|
4.65K
$480K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-12- 0.33% |
$1.18K - $1.39K
|
3.67K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-12- 0.14% |
$1.18K - $1.39K
|
8.69K
$898K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-13- 0.13% |
$1.27K - $1.51K
|
9.87K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-13- 0.16% |
$1.27K - $1.51K
|
8.11K
$837K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-14- 0.18% |
$1.37K - $1.62K
|
7.77K
$803K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15- 0.09% |
$1.47K - $1.74K
|
17.5K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 0.15% |
$1.47K - $1.74K
|
9.86K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-15- 0.18% |
$1.47K - $1.74K
|
8.12K
$839K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-16- 0.24% |
$1.57K - $1.85K
|
6.73K
$695K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16- 0.14% |
$1.57K - $1.85K
|
11.5K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-16- 0.51% |
$1.57K - $1.85K
|
3.15K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-17- 0.28% |
$1.67K - $1.97K
|
6.1K
$630K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.57% |
$1.67K - $1.97K
|
2.97K
$306K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-17- 0.01% |
$1.67K - $1.97K
|
144K
$14.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.25% |
$1.67K - $1.97K
|
6.82K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 0.37% |
$1.67K - $1.97K
|
4.58K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 0.28% |
$1.67K - $1.97K
|
6.09K
$629K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-18- 0.15% |
$1.76K - $2.08K
|
12.4K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-18- 0.3% |
$1.76K - $2.08K
|
5.89K
$608K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-18- 0.2% |
$1.76K - $2.08K
|
9.04K
$934K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-18- 0.05% |
$1.76K - $2.08K
|
35.1K
$3.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-19- 0.19% |
$1.86K - $2.2K
|
10.1K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-19- 0.86% |
$1.86K - $2.2K
|
2.19K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-19- 0.04% |
$1.86K - $2.2K
|
44.1K
$4.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-20- 0.16% |
$1.96K - $2.32K
|
12.3K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-20- 0.27% |
$1.96K - $2.32K
|
7.44K
$768K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.95% |
$1.96K - $2.32K
|
2.08K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-20- 0.51% |
$1.96K - $2.32K
|
3.87K
$400K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.17% |
$2.06K - $2.43K
|
12.1K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-21- 0.25% |
$2.06K - $2.43K
|
8.44K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-21- 0.33% |
$2.06K - $2.43K
|
6.42K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-21- 0.06% |
$2.06K - $2.43K
|
37.5K
$3.88M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-21- 1.0% |
$2.06K - $2.43K
|
2.08K
$214K
|