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 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-170- 1.75% |
$16.7K - $19.7K
|
9.54K
$986K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-170- 13.29% |
$16.7K - $19.7K
|
1.11K
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-171- 0.38% |
$16.8K - $19.8K
|
44.4K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-172- 2.71% |
$16.9K - $19.9K
|
6.18K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-172- 1.03% |
$16.9K - $19.9K
|
16.5K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-174- 0.44% |
$17.1K - $20.2K
|
39.8K
$4.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-174- 1.28% |
$17.1K - $20.2K
|
13.4K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-175- 0.87% |
$17.2K - $20.3K
|
19.9K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175- 0.07% |
$17.2K - $20.3K
|
243K
$25.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-175- 2.8% |
$17.2K - $20.3K
|
6.08K
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-177- 5.26% |
$17.4K - $20.5K
|
3.19K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-177- 1.6% |
$17.4K - $20.5K
|
10.9K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-180- 29.61% |
$17.6K - $20.8K
|
428
$44.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-181- 0.71% |
$17.7K - $21K
|
25.4K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-182- 1.04% |
$17.8K - $21.1K
|
17.3K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-183- 2.45% |
$17.9K - $21.2K
|
7.3K
$754K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-183- 1.94% |
$17.9K - $21.2K
|
9.26K
$956K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-183- 0.35% |
$17.9K - $21.2K
|
52.6K
$5.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-184- 2.02% |
$18K - $21.3K
|
8.92K
$921K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-185- 0.26% |
$18.1K - $21.4K
|
71.7K
$7.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-185- 0.32% |
$18.1K - $21.4K
|
58.4K
$6.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-186- 1.64% |
$18.2K - $21.5K
|
11.2K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-187- 1.4% |
$18.3K - $21.7K
|
13.1K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-187- 3.31% |
$18.3K - $21.7K
|
5.47K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-187- 69.26% |
$18.3K - $21.7K
|
83
$8.57K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-188- 1.37% |
$18.4K - $21.8K
|
13.6K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-189- 3.19% |
$18.5K - $21.9K
|
5.73K
$592K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-189- 6.04% |
$18.5K - $21.9K
|
2.94K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-190- 3.13% |
$18.6K - $22K
|
5.88K
$607K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-191- 2.79% |
$18.7K - $22.1K
|
6.66K
$688K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-191- 0.84% |
$18.7K - $22.1K
|
22.6K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-191- 6.91% |
$18.7K - $22.1K
|
2.57K
$266K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-192- 3.02% |
$18.8K - $22.2K
|
6.17K
$637K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-193- 0.41% |
$18.9K - $22.4K
|
47.2K
$4.88M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-194- 1.08% |
$19K - $22.5K
|
17.8K
$1.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-196- 4.96% |
$19.2K - $22.7K
|
3.75K
$387K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-197- 1.62% |
$19.3K - $22.8K
|
11.9K
$1.23M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-200- 1.25% |
$19.6K - $23.2K
|
15.8K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-200- 5.71% |
$19.6K - $23.2K
|
3.3K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 2.47% |
$19.6K - $23.2K
|
7.91K
$817K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-200- 5.83% |
$19.6K - $23.2K
|
3.23K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 1.52% |
$19.6K - $23.2K
|
13K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-200- 6.35% |
$19.6K - $23.2K
|
2.95K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-200- 0.71% |
$19.6K - $23.2K
|
28.2K
$2.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 36.36% |
$19.6K - $23.2K
|
350
$36.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-203- 0.24% |
$19.9K - $23.5K
|
83.9K
$8.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-203- 0.76% |
$19.9K - $23.5K
|
26.4K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-204- 1.09% |
$20K - $23.6K
|
18.6K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-204- 4.13% |
$20K - $23.6K
|
4.74K
$490K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-210- 3.39% |
$20.6K - $24.3K
|
5.98K
$617K
|