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 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
397+ 3.32% |
$39.6K - $47.3K
|
12.4K
$1.32M
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
395+ 3.97% |
$39.4K - $47.1K
|
10.3K
$1.1M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
394+ 5.86% |
$39.3K - $47K
|
7.12K
$758K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
394+ 22.88% |
$39.3K - $47K
|
2.12K
$225K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
391+ 1.2% |
$39K - $46.6K
|
32.9K
$3.5M
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
387+ 4.94% |
$38.6K - $46.1K
|
8.22K
$875K
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
385+ 2.59% |
$38.4K - $45.9K
|
15.3K
$1.62M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
384+ 4.58% |
$38.3K - $45.8K
|
8.76K
$932K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
382+ 0.24% |
$38.1K - $45.5K
|
163K
$17.3M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
380+ 15.4% |
$37.9K - $45.3K
|
2.85K
$303K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
377+ 11.7% |
$37.6K - $44.9K
|
3.6K
$383K
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
373+ 8.89% |
$37.2K - $44.5K
|
4.57K
$486K
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
373+ 0.63% |
$37.2K - $44.5K
|
59.3K
$6.31M
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
372+ 8.62% |
$37.1K - $44.3K
|
4.69K
$499K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
371+ 2.33% |
$37K - $44.2K
|
16.3K
$1.74M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
370+ 3.21% |
$36.9K - $44.1K
|
11.9K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
369+ 0.29% |
$36.8K - $44K
|
129K
$13.8M
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
365+ 1.2% |
$36.4K - $43.5K
|
30.7K
$3.27M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
362+ 4.2% |
$36.1K - $43.1K
|
8.98K
$956K
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
362+ 2.59% |
$36.1K - $43.1K
|
14.3K
$1.52M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
360+ 1.1% |
$35.9K - $42.9K
|
33K
$3.51M
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
356+ 1.6% |
$35.5K - $42.4K
|
22.7K
$2.41M
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
354+ 7.44% |
$35.3K - $42.2K
|
5.11K
$544K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
353+ 3.79% |
$35.2K - $42.1K
|
9.67K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
352+ 17.99% |
$35.1K - $41.9K
|
2.31K
$246K
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
352+ 0.13% |
$35.1K - $41.9K
|
278K
$29.6M
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
350+ 5.37% |
$34.9K - $41.7K
|
6.87K
$731K
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
350+ 9.03% |
$34.9K - $41.7K
|
4.22K
$449K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
347+ 16.87% |
$34.6K - $41.4K
|
2.4K
$256K
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
347+ 9.78% |
$34.6K - $41.4K
|
3.9K
$415K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
346+ 9.05% |
$34.5K - $41.2K
|
4.17K
$444K
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
343+ 2.96% |
$34.2K - $40.9K
|
11.9K
$1.27M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
342New |
$34.1K - $40.8K
|
342
$36.4K
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
338+ 4.94% |
$33.7K - $40.3K
|
7.18K
$764K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
338+ 3.18% |
$33.7K - $40.3K
|
11K
$1.17M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
335+ 3.24% |
$33.4K - $39.9K
|
10.7K
$1.13M
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
334+ 0.66% |
$33.3K - $39.8K
|
50.9K
$5.42M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
329+ 0.53% |
$32.8K - $39.2K
|
62.4K
$6.64M
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
328+ 1.72% |
$32.7K - $39.1K
|
19.4K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
327New |
$32.6K - $39K
|
327
$34.8K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
324+ 2.66% |
$32.3K - $38.6K
|
12.5K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
321+ 0.43% |
$32K - $38.3K
|
75.3K
$8.01M
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
320+ 1.22% |
$31.9K - $38.1K
|
26.6K
$2.83M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
317+ 15.57% |
$31.6K - $37.8K
|
2.35K
$250K
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
314+ 6.47% |
$31.3K - $37.4K
|
5.17K
$550K
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
312+ 9.4% |
$31.2K - $37.2K
|
3.63K
$386K
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
311+ 1.91% |
$31.1K - $37.1K
|
16.6K
$1.76M
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
308+ 6.14% |
$30.8K - $36.7K
|
5.32K
$566K
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
308+ 6.14% |
$30.8K - $36.7K
|
5.32K
$566K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
307+ 0.88% |
$30.7K - $36.6K
|
35.4K
$3.76M
|