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 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
476+ 1.2% |
$47.5K - $56.7K
|
40.1K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
476+ 7.31% |
$47.5K - $56.7K
|
6.99K
$743K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
473+ 0.32% |
$47.2K - $56.4K
|
147K
$15.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
471+ 0.35% |
$47K - $56.1K
|
133K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
470+ 0.13% |
$46.9K - $56K
|
354K
$37.7M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
469+ 3.45% |
$46.8K - $55.9K
|
14.1K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
469+ 2.08% |
$46.8K - $55.9K
|
23K
$2.44M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
466+ 6.1% |
$46.5K - $55.5K
|
8.11K
$862K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
463+ 1.5% |
$46.2K - $55.2K
|
31.4K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
463+ 2.34% |
$46.2K - $55.2K
|
20.3K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
459+ 0.52% |
$45.8K - $54.7K
|
87.9K
$9.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
458+ 6.06% |
$45.7K - $54.6K
|
8.02K
$853K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
458+ 1.37% |
$45.7K - $54.6K
|
33.9K
$3.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
456+ 2.81% |
$45.5K - $54.3K
|
16.7K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
456+ 0.87% |
$45.5K - $54.3K
|
52.7K
$5.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
455+ 22.81% |
$45.4K - $54.2K
|
2.45K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
455+ 1.44% |
$45.4K - $54.2K
|
32K
$3.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
454+ 0.09% |
$45.3K - $54.1K
|
495K
$52.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
450+ 1.29% |
$44.9K - $53.6K
|
35.3K
$3.75M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
449+ 12.52% |
$44.8K - $53.5K
|
4.03K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
446+ 5.58% |
$44.5K - $53.1K
|
8.44K
$898K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
445+ 19.33% |
$44.4K - $53K
|
2.75K
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
443+ 8.03% |
$44.2K - $52.8K
|
5.96K
$634K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
443+ 0.96% |
$44.2K - $52.8K
|
46.8K
$4.98M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
442+ 44200.0% |
$44.1K - $52.7K
|
443
$47.1K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
442+ 0.29% |
$44.1K - $52.7K
|
154K
$16.4M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
440+ 31.68% |
$43.9K - $52.4K
|
1.83K
$195K
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
435+ 2.21% |
$43.4K - $51.8K
|
20.1K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
435+ 50.35% |
$43.4K - $51.8K
|
1.3K
$138K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
433+ 1.75% |
$43.2K - $51.6K
|
25.2K
$2.68M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
428+ 9.11% |
$42.7K - $51K
|
5.13K
$546K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
425+ 9.24% |
$42.4K - $50.6K
|
5.03K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
425+ 20.52% |
$42.4K - $50.6K
|
2.5K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
425+ 7.29% |
$42.4K - $50.6K
|
6.26K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
423+ 0.25% |
$42.2K - $50.4K
|
171K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
420+ 3.48% |
$41.9K - $50.1K
|
12.5K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
419+ 2.91% |
$41.8K - $49.9K
|
14.8K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
418+ 0.97% |
$41.7K - $49.8K
|
43.5K
$4.63M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
417+ 2.93% |
$41.6K - $49.7K
|
14.7K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
416+ 13.9% |
$41.5K - $49.6K
|
3.41K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
416+ 378.18% |
$41.5K - $49.6K
|
526
$56K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
412+ 1.62% |
$41.1K - $49.1K
|
25.8K
$2.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
410+ 0.09% |
$40.9K - $48.9K
|
439K
$46.7M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
407+ 1.55% |
$40.6K - $48.5K
|
26.6K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
406+ 11.35% |
$40.5K - $48.4K
|
3.98K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
405+ 6.73% |
$40.4K - $48.3K
|
6.43K
$684K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
404+ 11.7% |
$40.3K - $48.1K
|
3.86K
$410K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
401+ 17.09% |
$40K - $47.8K
|
2.75K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400+ 10.0% |
$39.9K - $47.7K
|
4.4K
$468K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
400+ 3.83% |
$39.9K - $47.7K
|
10.8K
$1.15M
|