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 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.42K+ 2.26% |
$572K - $680K
|
246K
$26.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.36K+ 291.09% |
$565K - $672K
|
7.2K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
5.36KNew |
$565K - $672K
|
5.36K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.34KNew |
$563K - $669K
|
5.34K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.31KNew |
$560K - $666K
|
5.31K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
5.3KNew |
$559K - $664K
|
5.3K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.29KNew |
$559K - $664K
|
5.29K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.28K+ 6.12% |
$557K - $662K
|
91.5K
$9.97M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.23K+ 17.89% |
$552K - $655K
|
34.4K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.18K+ 4.89% |
$547K - $650K
|
111K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
5.16KNew |
$544K - $646K
|
5.16K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.15K+ 48.1% |
$543K - $645K
|
15.8K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.11K+ 20.56% |
$539K - $641K
|
30K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.07KNew |
$535K - $635K
|
5.07K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.06K+ 6.29% |
$534K - $634K
|
85.5K
$9.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.05KNew |
$533K - $633K
|
5.05K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.03K+ 5.15% |
$531K - $631K
|
103K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.94K+ 31.65% |
$521K - $619K
|
20.6K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.92K+ 82.49% |
$519K - $617K
|
10.9K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.9K+ 2.97% |
$517K - $614K
|
170K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.87KNew |
$514K - $611K
|
4.87K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.87K+ 0.69% |
$514K - $611K
|
707K
$77M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
4.83KNew |
$510K - $606K
|
4.83K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.8K+ 50.24% |
$506K - $602K
|
14.4K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
4.73K+ 55.58% |
$499K - $593K
|
13.2K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.73K+ 8.34% |
$499K - $592K
|
61.4K
$6.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.71K+ 7.87% |
$497K - $590K
|
64.5K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.67K+ 11.25% |
$492K - $585K
|
46.2K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.67KNew |
$492K - $585K
|
4.67K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.66KNew |
$492K - $585K
|
4.66K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.63KNew |
$489K - $581K
|
4.63K
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.6KNew |
$485K - $577K
|
4.6K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.57KNew |
$482K - $572K
|
4.57K
$497K
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
4.56KNew |
$482K - $572K
|
4.56K
$497K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.54KNew |
$479K - $569K
|
4.54K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.5K+ 22.78% |
$475K - $564K
|
24.3K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.49K+ 2.68% |
$474K - $563K
|
172K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.47KNew |
$472K - $561K
|
4.47K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.46K+ 44.35% |
$471K - $559K
|
14.5K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.36KNew |
$459K - $546K
|
4.36K
$474K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
4.35K+ 68.85% |
$459K - $545K
|
10.7K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.32K+ 0.25% |
$456K - $542K
|
1.72M
$187M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.32K+ 16.3% |
$456K - $542K
|
30.8K
$3.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
4.3K+ 1.77% |
$454K - $539K
|
247K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
4.2KNew |
$443K - $527K
|
4.2K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.18KNew |
$441K - $524K
|
4.18K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4.17KNew |
$440K - $523K
|
4.17K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.17K+ 22.9% |
$439K - $522K
|
22.3K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.16K+ 95.74% |
$439K - $522K
|
8.51K
$926K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.14KNew |
$436K - $518K
|
4.14K
$450K
|