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 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-679- 5.08% |
$66.6K - $78.6K
|
12.7K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-681- 3.8% |
$66.8K - $78.9K
|
17.2K
$1.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-684- 12.61% |
$67.1K - $79.2K
|
4.74K
$489K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-686- 0.77% |
$67.3K - $79.5K
|
88.3K
$9.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-686- 0.63% |
$67.3K - $79.5K
|
108K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-691- 6.58% |
$67.8K - $80K
|
9.82K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-693- 8.81% |
$67.9K - $80.3K
|
7.18K
$741K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-696- 5.85% |
$68.2K - $80.6K
|
11.2K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.06% |
$68.6K - $81.1K
|
1.1M
$113M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-700- 1.13% |
$68.6K - $81.1K
|
61.1K
$6.31M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-702- 1.13% |
$68.8K - $81.3K
|
61.6K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-706- 1.08% |
$69.2K - $81.8K
|
64.9K
$6.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-707- 2.4% |
$69.3K - $81.9K
|
28.7K
$2.97M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-707- 2.4% |
$69.3K - $81.9K
|
28.7K
$2.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-713- 25.97% |
$69.9K - $82.6K
|
2.03K
$210K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-715- 1.71% |
$70.1K - $82.8K
|
41.1K
$4.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-715- 0.91% |
$70.1K - $82.8K
|
77.6K
$8.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-721- 2.78% |
$70.7K - $83.5K
|
25.2K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-722- 29.03% |
$70.8K - $83.6K
|
1.77K
$182K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-723- 1.3% |
$70.9K - $83.7K
|
55K
$5.68M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-730- 1.71% |
$71.6K - $84.6K
|
42.1K
$4.34M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-731- 2.85% |
$71.7K - $84.7K
|
24.9K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-732- 3.11% |
$71.8K - $84.8K
|
22.8K
$2.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-735- 0.36% |
$72.1K - $85.1K
|
204K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-736- 5.1% |
$72.2K - $85.3K
|
13.7K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-736- 1.67% |
$72.2K - $85.3K
|
43.4K
$4.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-750- 2.08% |
$73.5K - $86.9K
|
35.4K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-750- 1.45% |
$73.5K - $86.9K
|
51.1K
$5.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-752- 2.26% |
$73.7K - $87.1K
|
32.6K
$3.37M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-754- 2.49% |
$73.9K - $87.3K
|
29.5K
$3.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-755- 3.7% |
$74K - $87.5K
|
19.7K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-755- 3.16% |
$74K - $87.5K
|
23.2K
$2.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-760- 1.78% |
$74.5K - $88K
|
41.9K
$4.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-762- 1.97% |
$74.7K - $88.3K
|
37.9K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-763- 2.93% |
$74.8K - $88.4K
|
25.3K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-770- 13.5% |
$75.5K - $89.2K
|
4.93K
$509K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-770- 9.44% |
$75.5K - $89.2K
|
7.39K
$763K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-770- 0.7% |
$75.5K - $89.2K
|
109K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-772- 3.66% |
$75.7K - $89.4K
|
20.3K
$2.1M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-773- 5.47% |
$75.8K - $89.5K
|
13.4K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-775- 21.02% |
$76K - $89.8K
|
2.91K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-784- 3.22% |
$76.9K - $90.8K
|
23.6K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-790- 28.19% |
$77.5K - $91.5K
|
2.01K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-793- 5.59% |
$77.8K - $91.9K
|
13.4K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-796- 27.48% |
$78K - $92.2K
|
2.1K
$217K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-799- 3.95% |
$78.3K - $92.5K
|
19.4K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-800- 0.85% |
$78.4K - $92.7K
|
92.8K
$9.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-804- 2.07% |
$78.8K - $93.1K
|
38.1K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-804- 7.71% |
$78.8K - $93.1K
|
9.62K
$993K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-812- 4.64% |
$79.6K - $94.1K
|
16.7K
$1.72M
|