Purchases and Sales Made in Q1 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q1 2023. 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 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.32K+ 11.69% |
$131K - $157K
|
12.6K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 3.37% |
$131K - $156K
|
40.3K
$4.29M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.31K+ 13.38% |
$131K - $156K
|
11.1K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.31K+ 8.41% |
$131K - $156K
|
16.9K
$1.8M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.3K+ 7.18% |
$129K - $155K
|
19.4K
$2.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.29K+ 47.98% |
$128K - $153K
|
3.96K
$422K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.28K+ 6.94% |
$128K - $153K
|
19.8K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.28K+ 29.47% |
$128K - $153K
|
5.64K
$600K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 64.74% |
$127K - $151K
|
3.23K
$344K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.26K+ 6.37% |
$126K - $151K
|
21.1K
$2.25M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.26K+ 15.62% |
$126K - $151K
|
9.35K
$995K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.26K+ 1.12% |
$125K - $150K
|
114K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.24K+ 5.24% |
$124K - $148K
|
24.9K
$2.65M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.24K+ 4.58% |
$124K - $148K
|
28.3K
$3.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.24K+ 47.6% |
$124K - $148K
|
3.84K
$408K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 36.0% |
$123K - $147K
|
4.66K
$496K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.22K+ 11.84% |
$122K - $146K
|
11.6K
$1.23M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
1.22K+ 1.61% |
$121K - $145K
|
76.5K
$8.14M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.21K+ 20.47% |
$120K - $144K
|
7.09K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.21K+ 0.81% |
$120K - $144K
|
150K
$15.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 19.81% |
$120K - $143K
|
7.26K
$773K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 25.36% |
$120K - $143K
|
5.93K
$631K
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.2K+ 28.13% |
$120K - $143K
|
5.47K
$582K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 27.64% |
$120K - $143K
|
5.53K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.19K+ 24.31% |
$119K - $142K
|
6.09K
$648K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.18K+ 11.3% |
$117K - $140K
|
11.6K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.17K+ 2.3% |
$117K - $140K
|
52.1K
$5.54M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.17K+ 50.85% |
$117K - $139K
|
3.47K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.17K+ 6.87% |
$117K - $139K
|
18.2K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.16K+ 35.97% |
$116K - $139K
|
4.4K
$468K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.16K+ 17.3% |
$116K - $138K
|
7.87K
$838K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.16K+ 0.86% |
$115K - $138K
|
136K
$14.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.15K+ 3.94% |
$115K - $137K
|
30.3K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.13K+ 1.81% |
$113K - $135K
|
63.4K
$6.74M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
1.13K+ 10.4% |
$112K - $134K
|
12K
$1.27M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.12K+ 2.9% |
$112K - $133K
|
39.7K
$4.22M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1.12K+ 2.9% |
$112K - $133K
|
39.7K
$4.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.12K+ 10.89% |
$111K - $133K
|
11.4K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.12K+ 1.33% |
$111K - $133K
|
85.1K
$9.05M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.11KNew |
$110K - $132K
|
1.11K
$118K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.1KNew |
$110K - $132K
|
1.1K
$117K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.1K+ 13.04% |
$110K - $131K
|
9.56K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.1K+ 6.51% |
$110K - $131K
|
18K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.09K+ 16.2% |
$109K - $130K
|
7.83K
$833K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.08K+ 3.08% |
$108K - $128K
|
36.1K
$3.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 12.98% |
$106K - $127K
|
9.26K
$985K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.69% |
$106K - $127K
|
64.1K
$6.82M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
1.05K+ 0.85% |
$105K - $126K
|
126K
$13.4M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.05K+ 43.66% |
$105K - $125K
|
3.46K
$368K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 1.57% |
$105K - $125K
|
68.2K
$7.25M
|