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
|
Becker Capital Management Inc
|
SELL
|
- |
-592- 0.7% |
$58K - $68.6K
|
83.7K
$8.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-592- 13.71% |
$58K - $68.6K
|
3.73K
$385K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-594- 6.44% |
$58.2K - $68.8K
|
8.63K
$891K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-596- 2.23% |
$58.4K - $69K
|
26.1K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-596- 6.46% |
$58.4K - $69K
|
8.63K
$891K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-599- 12.77% |
$58.7K - $69.4K
|
4.09K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-600- 0.32% |
$58.8K - $69.5K
|
184K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-600- 0.75% |
$58.8K - $69.5K
|
78.9K
$8.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-600- 16.46% |
$58.8K - $69.5K
|
3.05K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-606- 6.74% |
$59.4K - $70.2K
|
8.38K
$866K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-612- 1.95% |
$60K - $70.9K
|
30.7K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-613- 1.73% |
$60.1K - $71K
|
34.9K
$3.6M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-614- 1.58% |
$60.2K - $71.1K
|
38.2K
$3.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-614- 11.44% |
$60.2K - $71.1K
|
4.75K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-614- 2.58% |
$60.2K - $71.1K
|
23.2K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-615- 1.89% |
$60.3K - $71.2K
|
31.9K
$3.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-617- 8.59% |
$60.5K - $71.5K
|
6.56K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-617- 2.74% |
$60.5K - $71.5K
|
21.9K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-619- 6.62% |
$60.7K - $71.7K
|
8.73K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-619- 3.21% |
$60.7K - $71.7K
|
18.7K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-621- 0.47% |
$60.9K - $71.9K
|
133K
$13.7M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-624- 1.62% |
$61.2K - $72.3K
|
37.9K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-625- 2.47% |
$61.3K - $72.4K
|
24.7K
$2.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-626- 4.73% |
$61.4K - $72.5K
|
12.6K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-628- 9.85% |
$61.6K - $72.7K
|
5.75K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-628- 9.94% |
$61.6K - $72.7K
|
5.69K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-632- 3.92% |
$62K - $73.2K
|
15.5K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-634- 6.28% |
$62.2K - $73.4K
|
9.45K
$976K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-636- 1.67% |
$62.4K - $73.7K
|
37.5K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-637- 0.2% |
$62.5K - $73.8K
|
311K
$32.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-638- 2.25% |
$62.6K - $73.9K
|
27.7K
$2.86M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-641- 11.39% |
$62.9K - $74.2K
|
4.99K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-644- 11.61% |
$63.1K - $74.6K
|
4.9K
$506K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-645- 0.24% |
$63.2K - $74.7K
|
264K
$27.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-646- 1.74% |
$63.3K - $74.8K
|
36.4K
$3.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-653- 3.02% |
$64K - $75.6K
|
21K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-653- 3.45% |
$64K - $75.6K
|
18.3K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-653- 6.26% |
$64K - $75.6K
|
9.77K
$1.01M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-654- 11.46% |
$64.1K - $75.8K
|
5.05K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-656- 6.44% |
$64.3K - $76K
|
9.53K
$985K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-657- 2.63% |
$64.4K - $76.1K
|
24.4K
$2.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-666- 10.0% |
$65.3K - $77.1K
|
5.99K
$619K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-666- 19.53% |
$65.3K - $77.1K
|
2.75K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-669- 15.97% |
$65.6K - $77.5K
|
3.52K
$364K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-670- 2.28% |
$65.7K - $77.6K
|
28.7K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-670- 3.29% |
$65.7K - $77.6K
|
19.7K
$2.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-671- 3.45% |
$65.8K - $77.7K
|
18.8K
$1.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-678- 1.12% |
$66.5K - $78.5K
|
60K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-678- 3.96% |
$66.5K - $78.5K
|
16.4K
$1.7M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-678- 3.64% |
$66.5K - $78.5K
|
17.9K
$1.85M
|