Institutional Owners for XOM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 1351 | $5,792,896 | 49,836 | 0.00 | 0.00 | 3,313 | 7.12 | 03-31-2024 |
| KORE PRIVATE WEALTH LLC | COM | 1352 | $4,111,000 | 49,771 | 0.52 | 0.36 | -9,126 | -15.49 | 03-31-2022 |
| PHOENIX HOLDINGS LTD | COM | 1353 | $5,780,086 | 49,765 | 0.00 | 0.00 | 14,391 | 40.68 | 03-31-2024 |
| CASSADAY & CO WEALTH MANAGEMENT LLC | COM | 1354 | $5,771,484 | 49,651 | 0.00 | 0.00 | 927 | 1.90 | 03-31-2024 |
