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 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
63+ 0.72% |
$6.65K - $7.9K
|
8.76K
$904K
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
62+ 0.1% |
$6.54K - $7.77K
|
61.8K
$6.38M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
61+ 0.39% |
$6.44K - $7.65K
|
15.6K
$1.61M
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
60+ 0.22% |
$6.33K - $7.52K
|
27.1K
$2.8M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
60+ 0.82% |
$6.33K - $7.52K
|
7.34K
$758K
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
60New |
$6.33K - $7.52K
|
60
$6.2K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.2% |
$6.23K - $7.4K
|
4.97K
$513K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
59+ 0.73% |
$6.23K - $7.4K
|
8.19K
$846K
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
59+ 2.75% |
$6.23K - $7.4K
|
2.2K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
59New |
$6.23K - $7.4K
|
59
$6.09K
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
58+ 0.38% |
$6.12K - $7.27K
|
15.2K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
56+ 0.46% |
$5.91K - $7.02K
|
12.2K
$1.26M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
55+ 0.17% |
$5.8K - $6.9K
|
32.2K
$3.33M
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
55+ 0.75% |
$5.8K - $6.9K
|
7.42K
$767K
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
55+ 2.04% |
$5.8K - $6.9K
|
2.75K
$284K
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
55+ 0.88% |
$5.8K - $6.9K
|
6.31K
$652K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
54+ 0.2% |
$5.7K - $6.77K
|
26.5K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
54+ 1.09% |
$5.7K - $6.77K
|
5K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
54+ 0.24% |
$5.7K - $6.77K
|
22.5K
$2.33M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
53+ 0.42% |
$5.59K - $6.64K
|
12.6K
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
53+ 0.53% |
$5.59K - $6.64K
|
10.1K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
53+ 0.08% |
$5.59K - $6.64K
|
65.1K
$6.72M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53+ 0.49% |
$5.59K - $6.64K
|
10.9K
$1.13M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
52+ 0.28% |
$5.49K - $6.52K
|
18.6K
$1.92M
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
52+ 0.39% |
$5.49K - $6.52K
|
13.5K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
52+ 0.28% |
$5.49K - $6.52K
|
18.7K
$1.93M
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
51+ 0.33% |
$5.38K - $6.39K
|
15.6K
$1.61M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
51+ 0.12% |
$5.38K - $6.39K
|
41.3K
$4.26M
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.13% |
$5.28K - $6.27K
|
37.8K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 0.68% |
$5.28K - $6.27K
|
7.36K
$760K
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
49+ 0.08% |
$5.17K - $6.14K
|
63.6K
$6.57M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
49+ 0.17% |
$5.17K - $6.14K
|
28.5K
$2.94M
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
49+ 0.82% |
$5.17K - $6.14K
|
6.04K
$624K
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
49+ 0.17% |
$5.17K - $6.14K
|
28.3K
$2.92M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
48+ 0.52% |
$5.06K - $6.02K
|
9.29K
$959K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
48+ 6.16% |
$5.06K - $6.02K
|
827
$85.4K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
48+ 0.26% |
$5.06K - $6.02K
|
18.8K
$1.94M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48+ 12.06% |
$5.06K - $6.02K
|
446
$46.1K
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
48+ 0.28% |
$5.06K - $6.02K
|
17.4K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
47+ 0.63% |
$4.96K - $5.89K
|
7.48K
$773K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
47+ 0.07% |
$4.96K - $5.89K
|
68.2K
$7.04M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
47+ 0.55% |
$4.96K - $5.89K
|
8.52K
$880K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
47+ 0.86% |
$4.96K - $5.89K
|
5.51K
$569K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46+ 1.36% |
$4.85K - $5.77K
|
3.43K
$354K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46+ 1.52% |
$4.85K - $5.77K
|
3.07K
$317K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
45+ 1.21% |
$4.75K - $5.64K
|
3.77K
$389K
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
45+ 1.09% |
$4.75K - $5.64K
|
4.16K
$430K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
44+ 13.37% |
$4.64K - $5.52K
|
373
$38.5K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
43+ 25.9% |
$4.54K - $5.39K
|
209
$21.6K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.4% |
$4.43K - $5.27K
|
10.4K
$1.08M
|