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
|
Advisory Alpha, LLC
|
BUY
|
- |
4.12K+ 14.63% |
$434K - $516K
|
32.3K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
4.09K+ 9.36% |
$432K - $513K
|
47.8K
$5.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 9.41% |
$423K - $503K
|
46.7K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.98K+ 4.07% |
$420K - $499K
|
102K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.98KNew |
$420K - $499K
|
3.98K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
3.98KNew |
$420K - $499K
|
3.98K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98KNew |
$420K - $498K
|
3.98K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.97KNew |
$419K - $498K
|
3.97K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.96KNew |
$418K - $497K
|
3.96K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.95K+ 10.2% |
$417K - $495K
|
42.7K
$4.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.93KNew |
$414K - $492K
|
3.93K
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.92KNew |
$414K - $492K
|
3.92K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.91K+ 57.46% |
$412K - $490K
|
10.7K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.87KNew |
$409K - $486K
|
3.87K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.86K+ 68.01% |
$407K - $484K
|
9.54K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.86K+ 46.8% |
$407K - $484K
|
12.1K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.82K+ 0.57% |
$403K - $479K
|
674K
$73.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.82KNew |
$403K - $479K
|
3.82K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.81K+ 27.57% |
$402K - $478K
|
17.6K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.79K+ 43.46% |
$400K - $475K
|
12.5K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.78KNew |
$399K - $474K
|
3.78K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76KNew |
$396K - $471K
|
3.76K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
3.75K+ 18.24% |
$396K - $471K
|
24.3K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.74KNew |
$394K - $469K
|
3.74K
$407K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.72K+ 1.71% |
$392K - $466K
|
221K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.71K+ 7.05% |
$391K - $465K
|
56.3K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.69K+ 66.08% |
$389K - $462K
|
9.26K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.68KNew |
$388K - $461K
|
3.68K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.68K+ 28.38% |
$388K - $461K
|
16.6K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
3.67KNew |
$387K - $460K
|
3.67K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.67K+ 19.84% |
$387K - $460K
|
22.2K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.64K+ 5.34% |
$384K - $456K
|
71.8K
$7.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.61K+ 1.83% |
$381K - $452K
|
201K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.6K+ 8.95% |
$379K - $451K
|
43.7K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
3.59K+ 9.2% |
$378K - $450K
|
42.6K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.52KNew |
$372K - $442K
|
3.52K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.51K+ 14.55% |
$370K - $440K
|
27.6K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.5K+ 5.16% |
$369K - $439K
|
71.3K
$7.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
3.48KNew |
$367K - $436K
|
3.48K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
3.47K+ 6.01% |
$366K - $435K
|
61.1K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.47K+ 78.14% |
$366K - $435K
|
7.91K
$861K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
3.46KNew |
$365K - $434K
|
3.46K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.45K+ 2.3% |
$364K - $432K
|
154K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.42KNew |
$360K - $428K
|
3.42K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.36K+ 6.41% |
$355K - $421K
|
55.8K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
3.36K+ 30.49% |
$354K - $421K
|
14.4K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
3.35K+ 2.44% |
$354K - $420K
|
141K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.35KNew |
$354K - $420K
|
3.35K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.33KNew |
$352K - $418K
|
3.33K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.33KNew |
$351K - $417K
|
3.33K
$362K
|