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 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-125- 2.29% |
$12.3K - $14.5K
|
5.34K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-125- 0.73% |
$12.3K - $14.5K
|
17K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-125- 0.36% |
$12.3K - $14.5K
|
35K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-126- 1.25% |
$12.4K - $14.6K
|
9.95K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-127- 0.5% |
$12.5K - $14.7K
|
25.3K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-129- 0.86% |
$12.6K - $14.9K
|
14.9K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-130- 2.42% |
$12.7K - $15.1K
|
5.25K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-130- 0.46% |
$12.7K - $15.1K
|
28.3K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-130- 4.14% |
$12.7K - $15.1K
|
3.01K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-132- 3.94% |
$12.9K - $15.3K
|
3.22K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-134- 5.57% |
$13.1K - $15.5K
|
2.27K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-134- 5.34% |
$13.1K - $15.5K
|
2.37K
$245K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-134- 5.57% |
$13.1K - $15.5K
|
2.27K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-135- 4.42% |
$13.2K - $15.6K
|
2.92K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-135- 5.75% |
$13.2K - $15.6K
|
2.21K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-137- 0.61% |
$13.4K - $15.9K
|
22.3K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-138- 3.62% |
$13.5K - $16K
|
3.67K
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-139- 5.98% |
$13.6K - $16.1K
|
2.19K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-142- 2.25% |
$13.9K - $16.4K
|
6.16K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-142- 1.12% |
$13.9K - $16.4K
|
12.6K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-143- 2.32% |
$14K - $16.6K
|
6.01K
$621K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-143- 0.15% |
$14K - $16.6K
|
93.1K
$9.61M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-143- 0.9% |
$14K - $16.6K
|
15.7K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-144- 0.26% |
$14.1K - $16.7K
|
55.8K
$5.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-145- 5.59% |
$14.2K - $16.8K
|
2.45K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-145- 2.26% |
$14.2K - $16.8K
|
6.28K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-146- 1.92% |
$14.3K - $16.9K
|
7.44K
$768K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-147- 0.39% |
$14.4K - $17K
|
37.8K
$3.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-150- 3.2% |
$14.7K - $17.4K
|
4.54K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-150- 6.36% |
$14.7K - $17.4K
|
2.21K
$228K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-150- 6.82% |
$14.7K - $17.4K
|
2.05K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-150- 0.95% |
$14.7K - $17.4K
|
15.6K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-150- 3.6% |
$14.7K - $17.4K
|
4.02K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-150- 5.38% |
$14.7K - $17.4K
|
2.64K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-150- 1.59% |
$14.7K - $17.4K
|
9.29K
$960K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-151- 0.39% |
$14.8K - $17.5K
|
38.4K
$3.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-152- 1.19% |
$14.9K - $17.6K
|
12.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-152- 3.87% |
$14.9K - $17.6K
|
3.78K
$390K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-154- 4.69% |
$15.1K - $17.8K
|
3.13K
$323K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-155- 1.35% |
$15.2K - $18K
|
11.3K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-158- 3.62% |
$15.5K - $18.3K
|
4.21K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-158- 5.17% |
$15.5K - $18.3K
|
2.9K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-159- 2.14% |
$15.6K - $18.4K
|
7.27K
$751K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-161- 2.32% |
$15.8K - $18.6K
|
6.79K
$701K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-164- 4.53% |
$16.1K - $19K
|
3.45K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-166- 16.52% |
$16.3K - $19.2K
|
839
$86.6K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-167- 0.97% |
$16.4K - $19.3K
|
17.1K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-168- 0.34% |
$16.5K - $19.5K
|
49.1K
$5.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-168- 0.45% |
$16.5K - $19.5K
|
37.2K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-170- 2.13% |
$16.7K - $19.7K
|
7.82K
$808K
|