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 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
83+ 0.52% |
$8.29K - $9.89K
|
16.1K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
83+ 0.27% |
$8.29K - $9.89K
|
30.8K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
83+ 2.72% |
$8.29K - $9.89K
|
3.14K
$333K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
82+ 0.84% |
$8.19K - $9.77K
|
9.8K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
81+ 0.29% |
$8.09K - $9.65K
|
28.3K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 0.45% |
$7.99K - $9.53K
|
18K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
80+ 1.69% |
$7.99K - $9.53K
|
4.82K
$512K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
79+ 0.71% |
$7.89K - $9.41K
|
11.2K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
79+ 0.09% |
$7.89K - $9.41K
|
88.8K
$9.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
78+ 0.54% |
$7.79K - $9.3K
|
14.6K
$1.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
78+ 1.35% |
$7.79K - $9.3K
|
5.86K
$623K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
77+ 1.89% |
$7.69K - $9.18K
|
4.15K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
76+ 3.81% |
$7.59K - $9.06K
|
2.07K
$220K
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
75+ 1.22% |
$7.49K - $8.94K
|
6.22K
$662K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
75+ 2.18% |
$7.49K - $8.94K
|
3.52K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
75+ 0.32% |
$7.49K - $8.94K
|
23.6K
$2.5M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
75+ 3.69% |
$7.49K - $8.94K
|
2.11K
$224K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
74+ 0.78% |
$7.39K - $8.82K
|
9.53K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
73+ 1.73% |
$7.29K - $8.7K
|
4.3K
$457K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
72+ 0.82% |
$7.19K - $8.58K
|
8.88K
$944K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
71+ 0.35% |
$7.09K - $8.46K
|
20.2K
$2.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
71+ 2.18% |
$7.09K - $8.46K
|
3.33K
$354K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
71+ 0.13% |
$7.09K - $8.46K
|
55.8K
$5.93M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
70+ 3.85% |
$6.99K - $8.34K
|
1.89K
$201K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
68+ 0.26% |
$6.79K - $8.1K
|
26.1K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
67+ 0.07% |
$6.69K - $7.98K
|
91.6K
$9.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
66+ 0.41% |
$6.59K - $7.87K
|
16.2K
$1.72M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
66+ 0.23% |
$6.59K - $7.87K
|
28.4K
$3.02M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
66+ 0.62% |
$6.59K - $7.87K
|
10.7K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
66+ 0.85% |
$6.59K - $7.87K
|
7.87K
$836K
|
|
|
May 09, 2023
Q1 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
65+ 0.03% |
$6.49K - $7.75K
|
194K
$20.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
64+ 0.26% |
$6.39K - $7.63K
|
24.4K
$2.59M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.85% |
$6.29K - $7.51K
|
7.52K
$799K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
62+ 0.24% |
$6.19K - $7.39K
|
25.9K
$2.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
62+ 3.09% |
$6.19K - $7.39K
|
2.07K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
61+ 2.85% |
$6.09K - $7.27K
|
2.21K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
60+ 0.82% |
$5.99K - $7.15K
|
7.35K
$782K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
60+ 2.64% |
$5.99K - $7.15K
|
2.34K
$248K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
59+ 0.47% |
$5.89K - $7.03K
|
12.6K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
59+ 0.18% |
$5.89K - $7.03K
|
33.3K
$3.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
58+ 0.73% |
$5.79K - $6.91K
|
7.97K
$847K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
58+ 0.54% |
$5.79K - $6.91K
|
10.8K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
58+ 0.65% |
$5.79K - $6.91K
|
9K
$956K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
57+ 0.69% |
$5.69K - $6.79K
|
8.26K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
57+ 0.9% |
$5.69K - $6.79K
|
6.39K
$679K
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
56+ 2.11% |
$5.59K - $6.67K
|
2.71K
$288K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
55+ 0.36% |
$5.49K - $6.55K
|
15.3K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
55+ 0.12% |
$5.49K - $6.55K
|
45.2K
$4.8M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
55+ 2.62% |
$5.49K - $6.55K
|
2.16K
$229K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
55+ 0.36% |
$5.49K - $6.55K
|
15.2K
$1.62M
|