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 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-419- 2.06% |
$41.1K - $48.5K
|
20K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-420- 4.56% |
$41.2K - $48.6K
|
8.79K
$963K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-423- 3.04% |
$41.5K - $49K
|
13.5K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-423- 9.03% |
$41.5K - $49K
|
4.26K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-424- 0.78% |
$41.6K - $49.1K
|
53.8K
$5.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-431- 14.67% |
$42.3K - $49.9K
|
2.51K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-431- 15.49% |
$42.3K - $49.9K
|
2.35K
$258K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-431- 7.58% |
$42.3K - $49.9K
|
5.26K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-433- 2.7% |
$42.5K - $50.2K
|
15.6K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-434- 0.71% |
$42.6K - $50.3K
|
60.6K
$6.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-436- 4.07% |
$42.7K - $50.5K
|
10.3K
$1.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-444- 1.42% |
$43.5K - $51.4K
|
30.7K
$3.37M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-444- 13.02% |
$43.5K - $51.4K
|
2.97K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-444- 9.29% |
$43.5K - $51.4K
|
4.34K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-445- 1.02% |
$43.6K - $51.5K
|
43K
$4.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-446- 4.19% |
$43.7K - $51.7K
|
10.2K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-446- 0.92% |
$43.7K - $51.7K
|
48.1K
$5.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-446- 4.43% |
$43.7K - $51.7K
|
9.63K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-446- 2.63% |
$43.7K - $51.7K
|
16.5K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-448- 3.52% |
$43.9K - $51.9K
|
12.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-449- 43.17% |
$44K - $52K
|
591
$64.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-450- 3.16% |
$44.1K - $52.1K
|
13.8K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-450- 1.08% |
$44.1K - $52.1K
|
41.2K
$4.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-456- 0.92% |
$44.7K - $52.8K
|
48.9K
$5.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-456- 4.72% |
$44.7K - $52.8K
|
9.21K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-457- 1.23% |
$44.8K - $52.9K
|
36.6K
$4.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-459- 0.16% |
$45K - $53.2K
|
279K
$30.6M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-463- 0.47% |
$45.4K - $53.6K
|
98.1K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-464- 4.1% |
$45.5K - $53.7K
|
10.9K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-467- 1.39% |
$45.8K - $54.1K
|
33.2K
$3.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-468- 0.91% |
$45.9K - $54.2K
|
51.1K
$5.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-470- 1.23% |
$46.1K - $54.4K
|
37.7K
$4.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-471- 8.05% |
$46.2K - $54.6K
|
5.38K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-472- 3.41% |
$46.3K - $54.7K
|
13.4K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-472- 1.9% |
$46.3K - $54.7K
|
24.4K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-473- 5.34% |
$46.4K - $54.8K
|
8.39K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-473- 0.61% |
$46.4K - $54.8K
|
77.2K
$8.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-475- 10.63% |
$46.6K - $55K
|
3.99K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-475- 4.92% |
$46.6K - $55K
|
9.18K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-475- 4.92% |
$46.6K - $55K
|
9.18K
$1.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-477- 2.97% |
$46.8K - $55.3K
|
15.6K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-480- 1.7% |
$47.1K - $55.6K
|
27.8K
$3.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-483- 1.43% |
$47.4K - $55.9K
|
33.2K
$3.64M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-484- 5.19% |
$47.5K - $56.1K
|
8.85K
$969K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-488- 22.4% |
$47.8K - $56.5K
|
1.69K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-488- 39.74% |
$47.8K - $56.5K
|
740
$81.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-497- 76.58% |
$48.7K - $57.6K
|
152
$16.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-500- 1.03% |
$49K - $57.9K
|
48.3K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-500- 8.5% |
$49K - $57.9K
|
5.38K
$590K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-500- 3.36% |
$49K - $57.9K
|
14.4K
$1.58M
|