Purchases and Sales Made in Q4 2024 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 2024. 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 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
749+ 34.44% |
$79K - $93.9K
|
2.92K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
749+ 13.67% |
$79K - $93.9K
|
6.23K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
744+ 16.62% |
$78.5K - $93.3K
|
5.22K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
744+ 4.7% |
$78.5K - $93.3K
|
16.6K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
739+ 3.11% |
$78K - $92.6K
|
24.5K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
734+ 3.34% |
$77.4K - $92K
|
22.7K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
732+ 1.85% |
$77.2K - $91.8K
|
40.3K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
726+ 0.29% |
$76.6K - $91K
|
251K
$25.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
725+ 10.74% |
$76.5K - $90.9K
|
7.48K
$772K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
723+ 1.13% |
$76.3K - $90.6K
|
64.6K
$6.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
722+ 35.74% |
$76.2K - $90.5K
|
2.74K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
720+ 0.38% |
$76K - $90.3K
|
189K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
718+ 4.05% |
$75.8K - $90K
|
18.4K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
717+ 24.04% |
$75.7K - $89.9K
|
3.7K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
716+ 2.52% |
$75.5K - $89.8K
|
29.2K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
716+ 1.15% |
$75.5K - $89.8K
|
62.8K
$6.49M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
710+ 1.24% |
$74.9K - $89K
|
57.8K
$5.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
707+ 31.86% |
$74.6K - $88.6K
|
2.93K
$302K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
707New |
$74.6K - $88.6K
|
707
$73K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
706+ 23.99% |
$74.5K - $88.5K
|
3.65K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
704+ 17.6% |
$74.3K - $88.3K
|
4.7K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
697+ 4.79% |
$73.5K - $87.4K
|
15.2K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
697+ 11.8% |
$73.5K - $87.4K
|
6.6K
$682K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
697+ 19.21% |
$73.5K - $87.4K
|
4.33K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
696+ 7.17% |
$73.4K - $87.3K
|
10.4K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
693+ 10.33% |
$73.1K - $86.9K
|
7.4K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
691+ 3.19% |
$72.9K - $86.6K
|
22.4K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
684+ 1.49% |
$72.2K - $85.8K
|
46.6K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
683+ 2.77% |
$72.1K - $85.6K
|
25.3K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
682+ 18.59% |
$72K - $85.5K
|
4.35K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
679+ 1.54% |
$71.6K - $85.1K
|
44.9K
$4.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
675+ 3.63% |
$71.2K - $84.6K
|
19.3K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
672+ 4.33% |
$70.9K - $84.2K
|
16.2K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
668+ 1.83% |
$70.5K - $83.7K
|
37.2K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
668+ 7.64% |
$70.5K - $83.7K
|
9.42K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
667+ 5.15% |
$70.4K - $83.6K
|
13.6K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
667+ 7.87% |
$70.4K - $83.6K
|
9.14K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
665+ 16.03% |
$70.2K - $83.4K
|
4.81K
$497K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
665+ 0.9% |
$70.2K - $83.4K
|
74.7K
$7.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
663+ 4.41% |
$70K - $83.1K
|
15.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
661+ 26.9% |
$69.7K - $82.9K
|
3.12K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
657+ 1.37% |
$69.3K - $82.4K
|
48.7K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
655+ 1.21% |
$69.1K - $82.1K
|
54.9K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
652+ 5.59% |
$68.8K - $81.7K
|
12.3K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
651+ 4.58% |
$68.7K - $81.6K
|
14.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
650+ 11.82% |
$68.6K - $81.5K
|
6.15K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
649+ 8.64% |
$68.5K - $81.4K
|
8.16K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
648New |
$68.4K - $81.2K
|
648
$66.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
647+ 0.31% |
$68.3K - $81.1K
|
210K
$21.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
647+ 16.02% |
$68.3K - $81.1K
|
4.69K
$484K
|