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 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 2.22% |
$142K - $167K
|
63.8K
$6.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.45K- 1.23% |
$142K - $167K
|
116K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 35.89% |
$143K - $169K
|
2.6K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.46K- 0.7% |
$143K - $169K
|
208K
$21.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.47K- 4.68% |
$144K - $170K
|
29.9K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 6.49% |
$144K - $170K
|
21.2K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 1.75% |
$146K - $172K
|
83.8K
$8.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.49K- 8.52% |
$146K - $173K
|
16K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 2.38% |
$147K - $173K
|
61.4K
$6.34M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.5K- 6.52% |
$147K - $174K
|
21.5K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.5K- 9.68% |
$147K - $174K
|
14K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.5K- 7.16% |
$147K - $174K
|
19.5K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.51K- 14.32% |
$148K - $175K
|
9.05K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.52K- 0.09% |
$149K - $176K
|
1.66M
$171M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.52K- 3.95% |
$149K - $176K
|
37K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.53K- 5.01% |
$150K - $177K
|
29K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.53K- 1.33% |
$150K - $177K
|
113K
$11.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.55K- 1.24% |
$152K - $179K
|
124K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.32% |
$152K - $179K
|
115K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.55K- 11.49% |
$152K - $179K
|
11.9K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.57K- 4.34% |
$153K - $181K
|
34.5K
$3.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.57K- 13.79% |
$154K - $182K
|
9.83K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.57K- 4.99% |
$154K - $182K
|
29.9K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.58K- 3.01% |
$155K - $183K
|
50.9K
$5.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.58K- 5.84% |
$155K - $183K
|
25.5K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 2.28% |
$155K - $184K
|
68K
$7.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.59K- 3.05% |
$156K - $184K
|
50.5K
$5.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.59K- 1.83% |
$156K - $185K
|
85.4K
$8.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.59K- 2.04% |
$156K - $185K
|
76.4K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.6K- 35.96% |
$156K - $185K
|
2.84K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 4.66% |
$157K - $185K
|
32.7K
$3.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.6K- 1.09% |
$157K - $185K
|
145K
$15M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.6K- 8.63% |
$157K - $185K
|
16.9K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.6K- 1.58% |
$157K - $185K
|
99.8K
$10.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-1.6K- 6.34% |
$157K - $186K
|
23.7K
$2.45M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.61K- 2.91% |
$158K - $186K
|
53.7K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.61K- 5.37% |
$158K - $186K
|
28.4K
$2.93M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.62K- 3.8% |
$159K - $188K
|
41K
$4.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.62K- 23.05% |
$159K - $188K
|
5.41K
$558K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.62K- 11.38% |
$159K - $188K
|
12.6K
$1.3M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.62K- 11.38% |
$159K - $188K
|
12.6K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.64K- 6.98% |
$161K - $190K
|
21.9K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.64K- 3.14% |
$161K - $190K
|
50.6K
$5.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.65K- 4.19% |
$162K - $191K
|
37.8K
$3.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.66K- 26.71% |
$162K - $192K
|
4.54K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.66K- 11.4% |
$162K - $192K
|
12.9K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.68K- 0.89% |
$164K - $194K
|
187K
$19.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.68K- 18.55% |
$165K - $194K
|
7.37K
$761K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.68K- 0.76% |
$165K - $195K
|
221K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.68K- 8.63% |
$165K - $195K
|
17.8K
$1.84M
|