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 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
34+ 1.04% |
$3.39K - $4.05K
|
3.32K
$353K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34+ 1.19% |
$3.39K - $4.05K
|
2.89K
$308K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
33+ 0.69% |
$3.29K - $3.93K
|
4.8K
$510K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$3.19K - $3.81K
|
37.5K
$3.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 0.13% |
$3.19K - $3.81K
|
24.6K
$2.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.33% |
$3.1K - $3.69K
|
9.44K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
31+ 0.63% |
$3.1K - $3.69K
|
4.98K
$530K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
31+ 0.5% |
$3.1K - $3.69K
|
6.23K
$662K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
31+ 1.13% |
$3.1K - $3.69K
|
2.76K
$294K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 0.49% |
$3K - $3.58K
|
6.12K
$650K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.07% |
$3K - $3.58K
|
41.7K
$4.43M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
29+ 0.17% |
$2.9K - $3.46K
|
17K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
28+ 0.45% |
$2.8K - $3.34K
|
6.26K
$666K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
28+ 3.73% |
$2.8K - $3.34K
|
779
$82.8K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
28+ 0.08% |
$2.8K - $3.34K
|
37.4K
$3.97M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
28+ 0.72% |
$2.8K - $3.34K
|
3.89K
$414K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
28+ 0.48% |
$2.8K - $3.34K
|
5.84K
$620K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
28+ 0.48% |
$2.8K - $3.34K
|
5.84K
$620K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
28+ 1.09% |
$2.8K - $3.34K
|
2.59K
$276K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.73% |
$2.7K - $3.22K
|
3.74K
$398K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
26+ 0.52% |
$2.6K - $3.1K
|
4.99K
$531K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
26+ 0.47% |
$2.6K - $3.1K
|
5.56K
$591K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
25+ 1.11% |
$2.5K - $2.98K
|
2.28K
$242K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
25+ 0.45% |
$2.5K - $2.98K
|
5.57K
$592K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
25+ 0.29% |
$2.5K - $2.98K
|
8.56K
$910K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.7% |
$2.5K - $2.98K
|
3.6K
$383K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
24+ 0.56% |
$2.4K - $2.86K
|
4.35K
$462K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
24+ 0.24% |
$2.4K - $2.86K
|
10.1K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
24+ 0.45% |
$2.4K - $2.86K
|
5.3K
$564K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
24+ 0.2% |
$2.4K - $2.86K
|
12K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
24+ 0.79% |
$2.4K - $2.86K
|
3.06K
$325K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
23+ 0.18% |
$2.3K - $2.74K
|
12.8K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
23+ 0.84% |
$2.3K - $2.74K
|
2.77K
$295K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
23+ 0.66% |
$2.3K - $2.74K
|
3.53K
$375K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
23+ 0.11% |
$2.3K - $2.74K
|
21.8K
$2.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
22+ 0.21% |
$2.2K - $2.62K
|
10.4K
$1.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.46% |
$2.2K - $2.62K
|
4.76K
$505K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
22+ 0.33% |
$2.2K - $2.62K
|
6.63K
$704K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
22+ 0.1% |
$2.2K - $2.62K
|
21.5K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
22+ 0.79% |
$2.2K - $2.62K
|
2.82K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.48% |
$2.2K - $2.62K
|
4.62K
$491K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
21+ 0.22% |
$2.1K - $2.5K
|
9.59K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
21+ 0.19% |
$2.1K - $2.5K
|
11K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 0.71% |
$2.1K - $2.5K
|
2.99K
$317K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
21+ 0.46% |
$2.1K - $2.5K
|
4.55K
$484K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
21+ 0.18% |
$2.1K - $2.5K
|
11.7K
$1.24M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
21+ 0.23% |
$2.1K - $2.5K
|
9.32K
$990K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
20+ 0.35% |
$2K - $2.38K
|
5.72K
$608K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
20+ 0.07% |
$2K - $2.38K
|
29.8K
$3.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
20+ 0.16% |
$2K - $2.38K
|
12.5K
$1.33M
|