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 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.43K- 5.37% |
$337K - $398K
|
60.5K
$6.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.45K- 54.72% |
$338K - $399K
|
2.85K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.45K- 25.08% |
$338K - $399K
|
10.3K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-3.47K- 10.78% |
$340K - $401K
|
28.7K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-3.49K- 1.07% |
$342K - $404K
|
323K
$33.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.55K- 26.52% |
$348K - $411K
|
9.84K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.56K- 2.0% |
$349K - $412K
|
174K
$18M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.58K- 11.39% |
$351K - $414K
|
27.8K
$2.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.66K- 2.12% |
$359K - $424K
|
169K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
SELL
|
- |
-3.7K- 3.75% |
$363K - $429K
|
95K
$9.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.71K- 2.49% |
$364K - $429K
|
145K
$15M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.78K- 3.99% |
$371K - $438K
|
91.1K
$9.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-3.79K- 2.69% |
$372K - $439K
|
137K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-3.79K- 22.4% |
$372K - $439K
|
13.1K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-3.8K- 0.5% |
$372K - $440K
|
755K
$78M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.83K- 6.96% |
$375K - $443K
|
51.1K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.91K- 6.7% |
$383K - $453K
|
54.5K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.91K- 24.71% |
$383K - $453K
|
11.9K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.92K- 0.4% |
$385K - $455K
|
966K
$99.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.99K- 22.89% |
$391K - $462K
|
13.4K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4K- 3.94% |
$392K - $463K
|
97.6K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4K- 66.65% |
$392K - $463K
|
2K
$207K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-4K- 39.2% |
$392K - $463K
|
6.21K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4K- 8.0% |
$392K - $464K
|
46K
$4.76M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.03K- 2.64% |
$395K - $467K
|
149K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.05K- 51.9% |
$397K - $469K
|
3.76K
$388K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.1K- 5.35% |
$402K - $475K
|
72.6K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.11K- 3.61% |
$403K - $476K
|
110K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.11K- 44.27% |
$403K - $476K
|
5.18K
$535K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.13K- 24.61% |
$405K - $478K
|
12.6K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.16K- 4.29% |
$407K - $481K
|
92.6K
$9.57M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.17K- 8.03% |
$409K - $483K
|
47.8K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.22K- 4.63% |
$414K - $489K
|
86.8K
$8.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.24K- 13.64% |
$416K - $492K
|
26.9K
$2.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-4.27K- 7.27% |
$419K - $495K
|
54.5K
$5.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-4.32K- 12.89% |
$424K - $500K
|
29.2K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.35K- 16.91% |
$426K - $504K
|
21.4K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.37K- 52.03% |
$428K - $506K
|
4.03K
$416K
|
|
|
Feb 01, 2024
Q4 2023
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.38K- 23.05% |
$429K - $507K
|
14.6K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.41K- 5.93% |
$433K - $511K
|
70K
$7.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.43K- 1.61% |
$434K - $513K
|
270K
$27.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-4.45K- 0.54% |
$436K - $515K
|
814K
$84.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.49K- 14.68% |
$440K - $520K
|
26.1K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4.5K- 39.82% |
$441K - $521K
|
6.8K
$702K
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-4.51K- 2.91% |
$442K - $522K
|
150K
$15.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.6K- 14.2% |
$451K - $532K
|
27.8K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.63K- 2.95% |
$454K - $536K
|
152K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.67K- 24.17% |
$458K - $541K
|
14.7K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-4.73K- 95.81% |
$464K - $548K
|
207
$21.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-4.75K- 35.58% |
$466K - $550K
|
8.6K
$889K
|