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 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
894+ 3.21% |
$89.3K - $107K
|
28.7K
$3.06M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
890+ 2.47% |
$88.9K - $106K
|
37K
$3.93M
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
887+ 16.62% |
$88.6K - $106K
|
6.22K
$662K
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
886+ 26.79% |
$88.5K - $106K
|
4.19K
$446K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
882+ 4.16% |
$88.1K - $105K
|
22.1K
$2.35M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
881+ 4.79% |
$88K - $105K
|
19.3K
$2.05M
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
880+ 4.91% |
$87.9K - $105K
|
18.8K
$2M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
879+ 15.96% |
$87.8K - $105K
|
6.39K
$679K
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
876+ 7.92% |
$87.5K - $104K
|
11.9K
$1.27M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
868+ 2.07% |
$86.7K - $103K
|
42.8K
$4.56M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
865+ 6.58% |
$86.4K - $103K
|
14K
$1.49M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
864+ 1.79% |
$86.3K - $103K
|
49.1K
$5.22M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
858+ 2.8% |
$85.7K - $102K
|
31.5K
$3.35M
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
856+ 16.93% |
$85.5K - $102K
|
5.91K
$629K
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
854+ 252.66% |
$85.3K - $102K
|
1.19K
$127K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
848+ 4.79% |
$84.7K - $101K
|
18.6K
$1.97M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
846+ 0.8% |
$84.5K - $101K
|
107K
$11.4M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
842+ 10.96% |
$84.1K - $100K
|
8.52K
$907K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
841+ 1.83% |
$84K - $100K
|
46.9K
$4.99M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
840+ 16.98% |
$83.9K - $100K
|
5.79K
$616K
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
840+ 8.6% |
$83.9K - $100K
|
10.6K
$1.13M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
832+ 0.79% |
$83.1K - $99.1K
|
106K
$11.2M
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
BUY
|
- |
820+ 4.38% |
$81.9K - $97.7K
|
19.5K
$2.08M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
819+ 1.14% |
$81.8K - $97.6K
|
72.8K
$7.74M
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
818+ 30.23% |
$81.7K - $97.5K
|
3.52K
$375K
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
816+ 1.42% |
$81.5K - $97.2K
|
58.1K
$6.18M
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
810+ 0.56% |
$80.9K - $96.5K
|
146K
$15.5M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
808+ 19.83% |
$80.7K - $96.3K
|
4.88K
$519K
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
BUY
|
- |
800+ 80.56% |
$79.9K - $95.3K
|
1.79K
$191K
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
799+ 2.0% |
$79.8K - $95.2K
|
40.7K
$4.33M
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
792+ 5.19% |
$79.1K - $94.4K
|
16K
$1.71M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
791+ 13.91% |
$79K - $94.3K
|
6.48K
$689K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
791+ 1.21% |
$79K - $94.3K
|
66.3K
$7.05M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
788+ 30.05% |
$78.7K - $93.9K
|
3.41K
$363K
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
787+ 7.23% |
$78.6K - $93.8K
|
11.7K
$1.24M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
787+ 1.29% |
$78.6K - $93.8K
|
61.7K
$6.56M
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
782+ 35.71% |
$78.1K - $93.2K
|
2.97K
$316K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
781+ 30.87% |
$78K - $93.1K
|
3.31K
$352K
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
779+ 14.2% |
$77.8K - $92.8K
|
6.26K
$666K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
778+ 3.77% |
$77.7K - $92.7K
|
21.4K
$2.28M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
764+ 2.19% |
$76.3K - $91K
|
35.7K
$3.79M
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
763+ 2.91% |
$76.2K - $90.9K
|
27K
$2.87M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
763+ 4.93% |
$76.2K - $90.9K
|
16.2K
$1.73M
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
758+ 170.72% |
$75.7K - $90.3K
|
1.2K
$128K
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
753+ 10.7% |
$75.2K - $89.7K
|
7.79K
$829K
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
750+ 0.78% |
$74.9K - $89.4K
|
96.6K
$10.3M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
750+ 6.5% |
$74.9K - $89.4K
|
12.3K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
750+ 3.32% |
$74.9K - $89.4K
|
23.3K
$2.48M
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
746+ 1.5% |
$74.5K - $88.9K
|
50.4K
$5.37M
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
743+ 0.75% |
$74.2K - $88.5K
|
99.6K
$10.6M
|