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 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.15K- 1.79% |
$112K - $133K
|
62.9K
$6.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 9.15% |
$113K - $133K
|
11.4K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.15K- 4.92% |
$113K - $133K
|
22.2K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.15K- 1.39% |
$113K - $133K
|
81.7K
$8.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.16K- 8.84% |
$113K - $134K
|
11.9K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.17K- 4.87% |
$114K - $135K
|
22.8K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.17K- 2.71% |
$115K - $136K
|
42K
$4.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.18K- 4.73% |
$115K - $136K
|
23.7K
$2.45M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.18K- 4.56% |
$115K - $136K
|
24.7K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.18K- 14.6% |
$116K - $137K
|
6.91K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
SELL
|
- |
-1.18K- 9.86% |
$116K - $137K
|
10.8K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.18K- 7.73% |
$116K - $137K
|
14.1K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 10.2% |
$118K - $139K
|
10.6K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.2K- 11.59% |
$118K - $139K
|
9.16K
$945K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.2K- 6.8% |
$118K - $139K
|
16.5K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 2.84% |
$118K - $139K
|
41.1K
$4.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.12% |
$118K - $139K
|
28K
$2.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.21K- 2.37% |
$118K - $140K
|
49.7K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.21K- 4.88% |
$118K - $140K
|
23.5K
$2.43M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.22K- 25.01% |
$120K - $141K
|
3.66K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.23K- 4.04% |
$120K - $142K
|
29.2K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1.24K- 7.01% |
$122K - $144K
|
16.5K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.24K- 7.14% |
$122K - $144K
|
16.2K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.25K- 1.2% |
$122K - $145K
|
103K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.26K- 8.89% |
$123K - $145K
|
12.9K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.27K- 3.13% |
$124K - $147K
|
39.3K
$4.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 4.61% |
$125K - $147K
|
26.3K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.28K- 1.47% |
$125K - $148K
|
85.2K
$8.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.28K- 13.12% |
$126K - $148K
|
8.49K
$877K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.29K- 7.42% |
$126K - $149K
|
16.1K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.3K- 9.25% |
$127K - $150K
|
12.7K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.3K- 1.04% |
$127K - $151K
|
124K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.3K- 32.95% |
$128K - $151K
|
2.65K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.3K- 24.49% |
$128K - $151K
|
4.02K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.31K- 1.37% |
$128K - $152K
|
94.2K
$9.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.31K- 3.34% |
$129K - $152K
|
37.9K
$3.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.31K- 9.73% |
$129K - $152K
|
12.2K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.32K- 0.95% |
$129K - $153K
|
137K
$14.1M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 3.56% |
$130K - $154K
|
35.9K
$3.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.33K- 0.25% |
$131K - $155K
|
530K
$54.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.34K- 15.05% |
$131K - $155K
|
7.54K
$778K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.35K- 1.4% |
$132K - $156K
|
94.9K
$9.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.36K- 10.38% |
$133K - $157K
|
11.7K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.36K- 8.04% |
$133K - $157K
|
15.5K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.38K- 6.18% |
$136K - $160K
|
21K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.39K- 17.33% |
$136K - $161K
|
6.63K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.4K- 42.5% |
$137K - $162K
|
1.89K
$195K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.42K- 4.62% |
$139K - $164K
|
29.3K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.42K- 0.59% |
$139K - $164K
|
238K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.43K- 3.7% |
$140K - $166K
|
37.3K
$3.85M
|