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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.05K+ 9.44% |
$105K - $125K
|
12.2K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
1.05K+ 2.0% |
$104K - $125K
|
53.3K
$5.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 2.09% |
$104K - $124K
|
50.8K
$5.41M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.04K+ 0.59% |
$104K - $124K
|
176K
$18.7M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.04K+ 3.35% |
$104K - $124K
|
32K
$3.4M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.04K+ 8.27% |
$103K - $123K
|
13.6K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.03K+ 15.91% |
$103K - $123K
|
7.53K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.03K+ 38.56% |
$102K - $122K
|
3.68K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.02K+ 1.91% |
$102K - $122K
|
54.7K
$5.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.02K+ 2.52% |
$102K - $122K
|
41.6K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.01K+ 4.44% |
$101K - $121K
|
23.8K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.01K+ 5.34% |
$101K - $121K
|
20K
$2.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.01K+ 5.26% |
$101K - $120K
|
20.2K
$2.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 4.94% |
$100K - $120K
|
21.3K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1K+ 0.5% |
$99.9K - $119K
|
201K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$99.8K - $119K
|
1K
$106K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
999+ 9.73% |
$99.7K - $119K
|
11.3K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
994+ 18.4% |
$99.2K - $118K
|
6.4K
$681K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
992+ 8.89% |
$99K - $118K
|
12.1K
$1.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
985+ 1.26% |
$98.3K - $117K
|
78.9K
$8.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
983+ 42.78% |
$98.1K - $117K
|
3.28K
$349K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
980+ 13.71% |
$97.8K - $117K
|
8.13K
$865K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
980+ 1.32% |
$97.8K - $117K
|
75.1K
$7.99M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
976+ 2.22% |
$97.4K - $116K
|
45K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
975+ 3.7% |
$97.3K - $116K
|
27.3K
$2.91M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
975+ 3.7% |
$97.3K - $116K
|
27.3K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
971+ 2.02% |
$96.9K - $116K
|
49.1K
$5.22M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
959+ 18.84% |
$95.7K - $114K
|
6.05K
$644K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
959+ 18.84% |
$95.7K - $114K
|
6.05K
$644K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
959+ 18.84% |
$95.7K - $114K
|
6.05K
$644K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
956+ 3.41% |
$95.4K - $114K
|
29K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
952+ 0.57% |
$95K - $113K
|
168K
$17.8M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
950+ 22.54% |
$94.8K - $113K
|
5.17K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
948+ 11.77% |
$94.6K - $113K
|
9K
$958K
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
943+ 5.47% |
$94.1K - $112K
|
18.2K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
940+ 20.15% |
$93.8K - $112K
|
5.61K
$596K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
940+ 2.58% |
$93.8K - $112K
|
37.3K
$3.97M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
936+ 1.11% |
$93.5K - $112K
|
85.2K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
931+ 2.11% |
$93K - $111K
|
45.1K
$4.79M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
926+ 7.62% |
$92.5K - $110K
|
13.1K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
924+ 4.87% |
$92.3K - $110K
|
19.9K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
923+ 2.65% |
$92.2K - $110K
|
35.7K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
920+ 1.71% |
$91.9K - $110K
|
54.7K
$5.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
919+ 26.37% |
$91.8K - $110K
|
4.4K
$469K
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
916+ 5.57% |
$91.5K - $109K
|
17.3K
$1.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
914+ 3.01% |
$91.3K - $109K
|
31.3K
$3.33M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
913+ 3.43% |
$91.2K - $109K
|
27.5K
$2.93M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
906+ 0.39% |
$90.5K - $108K
|
233K
$24.8M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
906+ 0.7% |
$90.5K - $108K
|
131K
$13.9M
|
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
BUY
|
- |
900+ 0.89% |
$89.9K - $107K
|
102K
$10.8M
|