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 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
875+ 2.76% |
$92.3K - $110K
|
32.6K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
870+ 65.36% |
$91.8K - $109K
|
2.2K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
865+ 2.33% |
$91.3K - $108K
|
38K
$4.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
860+ 1.11% |
$90.7K - $108K
|
78.2K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
858+ 1.29% |
$90.5K - $108K
|
67.3K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
838+ 18.7% |
$88.4K - $105K
|
5.32K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
838+ 2.09% |
$88.4K - $105K
|
41K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
832+ 5.16% |
$87.8K - $104K
|
16.9K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
819+ 27.25% |
$86.4K - $103K
|
3.83K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
819+ 6.3% |
$86.4K - $103K
|
13.8K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
812+ 0.87% |
$85.7K - $102K
|
94.5K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
811+ 6.28% |
$85.6K - $102K
|
13.7K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
805+ 6.22% |
$84.9K - $101K
|
13.8K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
803+ 4.53% |
$84.7K - $101K
|
18.5K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
777+ 6.87% |
$82K - $97.4K
|
12.1K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
773+ 4.25% |
$81.6K - $96.9K
|
19K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
773+ 17.93% |
$81.6K - $96.9K
|
5.08K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
759New |
$80.1K - $95.2K
|
759
$81.1K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
749+ 34.44% |
$79K - $93.9K
|
2.92K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
744+ 16.62% |
$78.5K - $93.3K
|
5.22K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
744+ 4.7% |
$78.5K - $93.3K
|
16.6K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
739+ 3.11% |
$78K - $92.6K
|
24.5K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
732+ 1.85% |
$77.2K - $91.8K
|
40.3K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
726+ 0.29% |
$76.6K - $91K
|
251K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
722+ 35.74% |
$76.2K - $90.5K
|
2.74K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
718+ 4.05% |
$75.8K - $90K
|
18.4K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
717+ 24.04% |
$75.7K - $89.9K
|
3.7K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
716+ 2.52% |
$75.5K - $89.8K
|
29.2K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
716+ 1.15% |
$75.5K - $89.8K
|
62.8K
$6.71M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
710+ 1.24% |
$74.9K - $89K
|
57.8K
$6.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
704+ 17.6% |
$74.3K - $88.3K
|
4.7K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
697+ 4.79% |
$73.5K - $87.4K
|
15.2K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
697+ 11.8% |
$73.5K - $87.4K
|
6.6K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
696+ 7.17% |
$73.4K - $87.3K
|
10.4K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
693+ 10.33% |
$73.1K - $86.9K
|
7.4K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
691+ 3.19% |
$72.9K - $86.6K
|
22.4K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
684+ 1.49% |
$72.2K - $85.8K
|
46.6K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
683+ 2.77% |
$72.1K - $85.6K
|
25.3K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
682+ 18.59% |
$72K - $85.5K
|
4.35K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
675+ 3.63% |
$71.2K - $84.6K
|
19.3K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
665+ 16.03% |
$70.2K - $83.4K
|
4.81K
$514K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
663+ 4.41% |
$70K - $83.1K
|
15.7K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
655+ 1.21% |
$69.1K - $82.1K
|
54.9K
$5.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
647+ 0.31% |
$68.3K - $81.1K
|
210K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
645+ 1.27% |
$68.1K - $80.9K
|
51.4K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
645+ 3.68% |
$68.1K - $80.9K
|
18.2K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
636+ 0.89% |
$67.1K - $79.7K
|
71.7K
$7.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
627+ 2.56% |
$66.2K - $78.6K
|
25.1K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
626+ 11.52% |
$66K - $78.5K
|
6.06K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
625+ 1.71% |
$65.9K - $78.4K
|
37.1K
$3.97M
|