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 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-2.03K- 34.35% |
$199K - $235K
|
3.87K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.03K- 5.49% |
$199K - $235K
|
34.9K
$3.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.04K- 3.54% |
$200K - $236K
|
55.5K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.05K- 3.22% |
$201K - $238K
|
61.7K
$6.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.06K- 10.77% |
$202K - $239K
|
17.1K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.07K- 40.05% |
$203K - $239K
|
3.09K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.07K- 4.39% |
$203K - $240K
|
45.1K
$4.92M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.09K- 18.28% |
$205K - $242K
|
9.35K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-2.1K- 28.07% |
$206K - $243K
|
5.38K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.1K- 5.53% |
$206K - $243K
|
35.9K
$3.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.11K- 13.68% |
$207K - $244K
|
13.3K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.11K- 12.8% |
$207K - $245K
|
14.4K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.12K- 8.57% |
$208K - $246K
|
22.6K
$2.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.13K- 9.04% |
$208K - $246K
|
21.4K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 2.26% |
$210K - $248K
|
92.6K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.14K- 21.65% |
$210K - $248K
|
7.76K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.16K- 3.24% |
$212K - $250K
|
64.6K
$7.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.16K- 3.3% |
$212K - $251K
|
63.3K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-2.18K- 22.67% |
$214K - $252K
|
7.43K
$812K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.2K- 7.57% |
$216K - $255K
|
26.9K
$2.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.22K- 50.43% |
$218K - $257K
|
2.18K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.25K- 4.44% |
$220K - $260K
|
48.3K
$5.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.25K- 10.75% |
$221K - $261K
|
18.7K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.27K- 31.37% |
$222K - $263K
|
4.96K
$542K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.27K- 3.75% |
$223K - $263K
|
58.4K
$6.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.28K- 43.68% |
$223K - $264K
|
2.94K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.28K- 0.78% |
$223K - $264K
|
292K
$31.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 4.19% |
$224K - $265K
|
52.3K
$5.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.29K- 9.93% |
$225K - $265K
|
20.8K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.3K- 51.24% |
$226K - $267K
|
2.19K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.31K- 24.94% |
$227K - $268K
|
6.96K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.34K- 18.38% |
$229K - $270K
|
10.4K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.34K- 0.72% |
$229K - $271K
|
321K
$35.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.34K- 9.07% |
$229K - $271K
|
23.4K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.34K- 18.29% |
$229K - $271K
|
10.5K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2.34K- 8.86% |
$230K - $271K
|
24.1K
$2.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.35K- 1.11% |
$230K - $272K
|
209K
$22.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.37K- 4.92% |
$232K - $274K
|
45.7K
$5M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.38K- 5.8% |
$233K - $275K
|
38.5K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.39K- 35.19% |
$234K - $277K
|
4.4K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.39K- 2.36% |
$235K - $277K
|
99.1K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.43K- 22.82% |
$238K - $281K
|
8.2K
$896K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-2.44K- 38.69% |
$239K - $282K
|
3.86K
$421K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.48K- 12.71% |
$243K - $288K
|
17.1K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.51K- 3.99% |
$246K - $290K
|
60.3K
$6.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.51K- 6.95% |
$246K - $291K
|
33.7K
$3.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-2.56K- 28.07% |
$251K - $297K
|
6.56K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.58K- 1.56% |
$253K - $299K
|
163K
$17.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.58K- 0.78% |
$253K - $299K
|
330K
$36.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.59K- 41.33% |
$254K - $300K
|
3.67K
$401K
|