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 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-812- 23.13% |
$79.6K - $94.1K
|
2.7K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-817- 2.97% |
$80.1K - $94.6K
|
26.7K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-819- 4.2% |
$80.3K - $94.9K
|
18.7K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-829- 6.72% |
$81.3K - $96K
|
11.5K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-829- 23.2% |
$81.3K - $96K
|
2.75K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-833- 5.81% |
$81.7K - $96.5K
|
13.5K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-835- 1.41% |
$81.9K - $96.7K
|
58.2K
$6.01M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-837- 1.95% |
$82.1K - $96.9K
|
42K
$4.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-838- 2.06% |
$82.2K - $97.1K
|
39.8K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-840- 2.08% |
$82.4K - $97.3K
|
39.5K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-840- 5.56% |
$82.4K - $97.3K
|
14.3K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-848- 5.15% |
$83.1K - $98.2K
|
15.6K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-858- 1.87% |
$84.1K - $99.4K
|
45K
$4.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-862- 14.05% |
$84.5K - $99.8K
|
5.27K
$544K
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-862- 20.05% |
$84.5K - $99.8K
|
3.44K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-865- 6.82% |
$84.8K - $100K
|
11.8K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-868- 5.49% |
$85.1K - $101K
|
14.9K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-871- 15.05% |
$85.4K - $101K
|
4.92K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-873- 8.91% |
$85.6K - $101K
|
8.92K
$921K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-882- 4.37% |
$86.5K - $102K
|
19.3K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-885- 0.63% |
$86.8K - $103K
|
139K
$14.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-885- 1.53% |
$86.8K - $103K
|
56.9K
$5.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-888- 5.17% |
$87.1K - $103K
|
16.3K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-888- 2.44% |
$87.1K - $103K
|
35.6K
$3.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-890- 11.29% |
$87.3K - $103K
|
7K
$722K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-890- 8.31% |
$87.3K - $103K
|
9.82K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-893- 3.96% |
$87.6K - $103K
|
21.7K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-895- 5.75% |
$87.8K - $104K
|
14.7K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-899- 8.08% |
$88.1K - $104K
|
10.2K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-899- 9.72% |
$88.1K - $104K
|
8.35K
$862K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-899- 8.26% |
$88.1K - $104K
|
9.98K
$1.03M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-900- 1.64% |
$88.2K - $104K
|
54K
$5.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-900- 12.11% |
$88.2K - $104K
|
6.53K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-900- 16.67% |
$88.2K - $104K
|
4.5K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-901- 3.52% |
$88.3K - $104K
|
24.7K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-905- 17.73% |
$88.7K - $105K
|
4.2K
$434K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-919- 5.27% |
$90.1K - $106K
|
16.5K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-922- 1.04% |
$90.4K - $107K
|
87.5K
$9.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-926- 1.22% |
$90.8K - $107K
|
75K
$7.74M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-929- 15.57% |
$91.1K - $108K
|
5.04K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-929- 1.89% |
$91.1K - $108K
|
48.2K
$4.97M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-936- 1.23% |
$91.8K - $108K
|
75.2K
$7.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-940- 4.2% |
$92.2K - $109K
|
21.4K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-950- 2.32% |
$93.1K - $110K
|
39.9K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-951- 5.4% |
$93.2K - $110K
|
16.7K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-957- 4.13% |
$93.8K - $111K
|
22.2K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-964- 8.68% |
$94.5K - $112K
|
10.1K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-966- 45.37% |
$94.7K - $112K
|
1.16K
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-967- 1.53% |
$94.8K - $112K
|
62.3K
$6.44M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-971- 3.89% |
$95.2K - $112K
|
24K
$2.48M
|