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 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
741+ 2.26% |
$74K - $88.3K
|
33.5K
$3.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
736+ 1.21% |
$73.5K - $87.7K
|
61.6K
$6.55M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
735+ 5.46% |
$73.4K - $87.6K
|
14.2K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
732+ 1.36% |
$73.1K - $87.2K
|
54.5K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
731+ 0.81% |
$73K - $87.1K
|
91.3K
$9.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
727+ 18.23% |
$72.6K - $86.6K
|
4.72K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
723+ 11.26% |
$72.2K - $86.2K
|
7.15K
$760K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
722+ 4.7% |
$72.1K - $86K
|
16.1K
$1.71M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
721+ 21.89% |
$72K - $85.9K
|
4.02K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
718+ 99.45% |
$71.7K - $85.6K
|
1.44K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
709+ 15.47% |
$70.8K - $84.5K
|
5.29K
$563K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
708+ 0.91% |
$70.7K - $84.4K
|
78.6K
$8.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
705+ 1.45% |
$70.4K - $84K
|
49.2K
$5.24M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
705+ 1.99% |
$70.4K - $84K
|
36.1K
$3.84M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
698+ 35.31% |
$69.7K - $83.2K
|
2.68K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
697+ 15.04% |
$69.6K - $83.1K
|
5.33K
$567K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
695+ 13.29% |
$69.4K - $82.8K
|
5.93K
$630K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
693+ 4.31% |
$69.2K - $82.6K
|
16.8K
$1.78M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
693+ 5.6% |
$69.2K - $82.6K
|
13.1K
$1.39M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
690+ 5.85% |
$68.9K - $82.2K
|
12.5K
$1.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
690New |
$68.9K - $82.2K
|
690
$73.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
671+ 7.28% |
$67K - $80K
|
9.89K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
660+ 3.23% |
$65.9K - $78.7K
|
21.1K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
659+ 6.39% |
$65.8K - $78.5K
|
11K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
650+ 30.76% |
$64.9K - $77.5K
|
2.76K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
644+ 0.63% |
$64.3K - $76.7K
|
103K
$10.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
641+ 10.43% |
$64K - $76.4K
|
6.79K
$722K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
640+ 0.85% |
$63.9K - $76.3K
|
76.4K
$8.12M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
639+ 11.37% |
$63.8K - $76.1K
|
6.26K
$666K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
634+ 1.04% |
$63.3K - $75.6K
|
61.7K
$6.56M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
630+ 22.44% |
$62.9K - $75.1K
|
3.44K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
625+ 6.69% |
$62.4K - $74.5K
|
9.96K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
618+ 1.41% |
$61.7K - $73.6K
|
44.6K
$4.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
616+ 6.82% |
$61.5K - $73.4K
|
9.65K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
616+ 24.81% |
$61.5K - $73.4K
|
3.1K
$330K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
614+ 19.02% |
$61.3K - $73.2K
|
3.84K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
612+ 0.39% |
$61.1K - $72.9K
|
157K
$16.7M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
610+ 0.35% |
$60.9K - $72.7K
|
177K
$18.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
609+ 1.29% |
$60.8K - $72.6K
|
47.8K
$5.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
600+ 10.31% |
$59.9K - $71.5K
|
6.42K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
593+ 1.16% |
$59.2K - $70.7K
|
51.7K
$5.5M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
592+ 11.59% |
$59.1K - $70.5K
|
5.7K
$607K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
590+ 2.53% |
$58.9K - $70.3K
|
23.9K
$2.55M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
589+ 5.91% |
$58.8K - $70.2K
|
10.6K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
587+ 1.36% |
$58.6K - $70K
|
43.8K
$4.66M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
585+ 0.94% |
$58.4K - $69.7K
|
62.5K
$6.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
584+ 5.17% |
$58.3K - $69.6K
|
11.9K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
583+ 2.27% |
$58.2K - $69.5K
|
26.3K
$2.8M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
580+ 2.48% |
$57.9K - $69.1K
|
23.9K
$2.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
578+ 0.6% |
$57.7K - $68.9K
|
96.7K
$10.3M
|