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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10+ 0.04% |
$1.06K - $1.25K
|
25.8K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$950 - $1.13K
|
7.76K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9+ 0.2% |
$950 - $1.13K
|
4.42K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.17% |
$950 - $1.13K
|
5.24K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.02% |
$844 - $1K
|
49K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 0.02% |
$844 - $1K
|
35.1K
$3.72M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
7+ 0.07% |
$739 - $878
|
10.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.06% |
$739 - $878
|
10.9K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7+ 0.2% |
$739 - $878
|
3.49K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
7+ 0.22% |
$739 - $878
|
3.23K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.54% |
$739 - $878
|
1.3K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.17% |
$739 - $878
|
4.24K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.25% |
$739 - $878
|
2.84K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7+ 0.03% |
$739 - $878
|
20.9K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7+ 0.13% |
$739 - $878
|
5.47K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6+ 0.12% |
$633 - $752
|
4.85K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
6+ 0.07% |
$633 - $752
|
8.94K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.04% |
$633 - $752
|
14.1K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.2% |
$633 - $752
|
3.06K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.03% |
$633 - $752
|
22.3K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.11% |
$528 - $627
|
4.65K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.04% |
$528 - $627
|
12.2K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.13% |
$528 - $627
|
3.81K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
4+ 0.11% |
$422 - $501
|
3.77K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.18% |
$422 - $501
|
2.21K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$422 - $501
|
22.4K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$422 - $501
|
5.93K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4+ 0.02% |
$422 - $501
|
18.6K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.18% |
$422 - $501
|
2.24K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.15% |
$422 - $501
|
2.61K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.16% |
$422 - $501
|
2.58K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$422 - $501
|
4K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
4+ 0.08% |
$422 - $501
|
4.87K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$422 - $501
|
7.42K
$787K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$317 - $376
|
5.55K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.15% |
$317 - $376
|
1.98K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.06% |
$317 - $376
|
5.35K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$317 - $376
|
6.48K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.04% |
$317 - $376
|
7.71K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$317 - $376
|
14.2K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.12% |
$317 - $376
|
2.42K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$317 - $376
|
12.9K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.99% |
$317 - $376
|
305
$32.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.07% |
$317 - $376
|
4.05K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3+ 0.11% |
$317 - $376
|
2.64K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$317 - $376
|
15.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.02% |
$317 - $376
|
12.8K
$1.36M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.14% |
$317 - $376
|
2.14K
$227K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2+ 0.01% |
$211 - $251
|
25.2K
$2.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$211 - $251
|
2
$212
|