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
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
54+ 0.72% |
$5.39K - $6.44K
|
7.55K
$804K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
53+ 2.3% |
$5.29K - $6.32K
|
2.36K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53+ 0.08% |
$5.29K - $6.32K
|
62.7K
$6.68M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
53+ 0.04% |
$5.29K - $6.32K
|
141K
$15M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
51+ 0.29% |
$5.09K - $6.08K
|
17.6K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
51+ 0.59% |
$5.09K - $6.08K
|
8.67K
$924K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
50+ 0.38% |
$4.99K - $5.96K
|
13.3K
$1.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
50+ 1.32% |
$4.99K - $5.96K
|
3.85K
$410K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
50+ 1.15% |
$4.99K - $5.96K
|
4.39K
$468K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
50+ 0.83% |
$4.99K - $5.96K
|
6.05K
$645K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
49+ 1.39% |
$4.89K - $5.84K
|
3.58K
$381K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
49+ 0.14% |
$4.89K - $5.84K
|
33.8K
$3.61M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
49+ 1.52% |
$4.89K - $5.84K
|
3.28K
$350K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
48+ 0.58% |
$4.79K - $5.72K
|
8.37K
$891K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
48+ 1.99% |
$4.79K - $5.72K
|
2.46K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
48+ 0.7% |
$4.79K - $5.72K
|
6.86K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
48+ 0.65% |
$4.79K - $5.72K
|
7.48K
$797K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
47+ 1.4% |
$4.69K - $5.6K
|
3.41K
$363K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
47+ 2.13% |
$4.69K - $5.6K
|
2.25K
$240K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
47+ 1.4% |
$4.69K - $5.6K
|
3.41K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 0.16% |
$4.59K - $5.48K
|
28.6K
$3.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
45+ 1.91% |
$4.49K - $5.36K
|
2.4K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
45+ 0.35% |
$4.49K - $5.36K
|
13K
$1.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
44+ 0.84% |
$4.39K - $5.24K
|
5.3K
$565K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
42+ 0.63% |
$4.19K - $5.01K
|
6.73K
$717K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
42+ 0.76% |
$4.19K - $5.01K
|
5.56K
$592K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
42+ 1.2% |
$4.19K - $5.01K
|
3.54K
$378K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
41+ 0.63% |
$4.09K - $4.89K
|
6.52K
$695K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 0.23% |
$4.09K - $4.89K
|
18K
$1.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.21% |
$4.09K - $4.89K
|
19.4K
$2.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
41+ 0.05% |
$4.09K - $4.89K
|
80.3K
$8.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
40+ 0.13% |
$3.99K - $4.77K
|
30.3K
$3.23M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
40+ 1.46% |
$3.99K - $4.77K
|
2.79K
$297K
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
40+ 0.02% |
$3.99K - $4.77K
|
187K
$19.9M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40New |
$3.99K - $4.77K
|
40
$4.26K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
40+ 0.87% |
$3.99K - $4.77K
|
4.62K
$492K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
40New |
$3.99K - $4.77K
|
40
$4.26K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
39+ 0.47% |
$3.89K - $4.65K
|
8.41K
$896K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
38+ 0.25% |
$3.79K - $4.53K
|
15.2K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
38+ 1.57% |
$3.79K - $4.53K
|
2.46K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
36+ 0.46% |
$3.59K - $4.29K
|
7.84K
$835K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
36+ 0.09% |
$3.59K - $4.29K
|
41K
$4.37M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.49% |
$3.59K - $4.29K
|
7.43K
$792K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
36+ 0.54% |
$3.59K - $4.29K
|
6.7K
$714K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 0.63% |
$3.49K - $4.17K
|
5.56K
$592K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
35+ 0.59% |
$3.49K - $4.17K
|
6K
$640K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
35+ 0.69% |
$3.49K - $4.17K
|
5.1K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
35+ 0.0% |
$3.49K - $4.17K
|
905K
$96.4M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
35+ 1.06% |
$3.49K - $4.17K
|
3.34K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 0.53% |
$3.49K - $4.17K
|
6.69K
$713K
|