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 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
237+ 1.18% |
$23.7K - $28.2K
|
20.4K
$2.17M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
237+ 0.7% |
$23.7K - $28.2K
|
34K
$3.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
235+ 117.5% |
$23.5K - $28K
|
435
$46.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
232+ 2.63% |
$23.2K - $27.6K
|
9.05K
$963K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
232New |
$23.2K - $27.6K
|
232
$24.7K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
229+ 9.54% |
$22.9K - $27.3K
|
2.63K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
228+ 0.48% |
$22.8K - $27.2K
|
47.7K
$5.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
223+ 4.46% |
$22.3K - $26.6K
|
5.22K
$555K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
220+ 5.12% |
$22K - $26.2K
|
4.52K
$481K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
220+ 0.26% |
$22K - $26.2K
|
84.1K
$8.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
219+ 9.35% |
$21.9K - $26.1K
|
2.56K
$272K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
215+ 4.19% |
$21.5K - $25.6K
|
5.35K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
215+ 7.63% |
$21.5K - $25.6K
|
3.03K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
215+ 5.55% |
$21.5K - $25.6K
|
4.09K
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
214+ 8.04% |
$21.4K - $25.5K
|
2.88K
$306K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
213+ 2.3% |
$21.3K - $25.4K
|
9.46K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
212+ 3.73% |
$21.2K - $25.3K
|
5.9K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
212+ 6.31% |
$21.2K - $25.3K
|
3.57K
$380K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
212+ 2.32% |
$21.2K - $25.3K
|
9.34K
$994K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
209+ 2.64% |
$20.9K - $24.9K
|
8.12K
$864K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
208+ 2.25% |
$20.8K - $24.8K
|
9.47K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
208+ 3.14% |
$20.8K - $24.8K
|
6.83K
$726K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
207+ 27.9% |
$20.7K - $24.7K
|
949
$101K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
204+ 1.41% |
$20.4K - $24.3K
|
14.7K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
204+ 11.08% |
$20.4K - $24.3K
|
2.05K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
202+ 2.65% |
$20.2K - $24.1K
|
7.84K
$834K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
201+ 1.96% |
$20.1K - $24K
|
10.5K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
200+ 5.21% |
$20K - $23.8K
|
4.04K
$430K
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
200+ 6.03% |
$20K - $23.8K
|
3.52K
$374K
|
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
200+ 3.89% |
$20K - $23.8K
|
5.35K
$569K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
199+ 6.77% |
$19.9K - $23.7K
|
3.14K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
195+ 4.66% |
$19.5K - $23.2K
|
4.38K
$466K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
194+ 5.61% |
$19.4K - $23.1K
|
3.65K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
194+ 1.49% |
$19.4K - $23.1K
|
13.2K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
193+ 3.89% |
$19.3K - $23K
|
5.16K
$548K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
191+ 1.7% |
$19.1K - $22.8K
|
11.4K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
191New |
$19.1K - $22.8K
|
191
$20.3K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
191New |
$19.1K - $22.8K
|
191
$20.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
187+ 1.17% |
$18.7K - $22.3K
|
16.2K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
185+ 3.74% |
$18.5K - $22K
|
5.14K
$546K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
184+ 5.83% |
$18.4K - $21.9K
|
3.34K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
184+ 3.85% |
$18.4K - $21.9K
|
4.96K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
184+ 1.52% |
$18.4K - $21.9K
|
12.3K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
183+ 0.1% |
$18.3K - $21.8K
|
179K
$19.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
182+ 3.59% |
$18.2K - $21.7K
|
5.25K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
180+ 3.26% |
$18K - $21.5K
|
5.7K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
180+ 2.39% |
$18K - $21.5K
|
7.72K
$822K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
179+ 3.33% |
$17.9K - $21.3K
|
5.56K
$591K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
176+ 1.07% |
$17.6K - $21K
|
16.6K
$1.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
175+ 0.64% |
$17.5K - $20.9K
|
27.5K
$2.92M
|