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 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
20+ 0.44% |
$2K - $2.38K
|
4.54K
$483K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$2K - $2.38K
|
21K
$2.23M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
20+ 0.13% |
$2K - $2.38K
|
14.9K
$1.59M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
20+ 0.82% |
$2K - $2.38K
|
2.46K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19+ 0.1% |
$1.9K - $2.26K
|
18.5K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.19% |
$1.9K - $2.26K
|
10K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
18+ 0.46% |
$1.8K - $2.15K
|
3.92K
$416K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
18+ 0.35% |
$1.8K - $2.15K
|
5.22K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18+ 0.85% |
$1.8K - $2.15K
|
2.13K
$227K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 0.45% |
$1.7K - $2.03K
|
3.81K
$405K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
17+ 0.47% |
$1.7K - $2.03K
|
3.62K
$385K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
16+ 0.08% |
$1.6K - $1.91K
|
19.8K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.42% |
$1.6K - $1.91K
|
3.82K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
16+ 0.37% |
$1.6K - $1.91K
|
4.33K
$460K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16+ 0.63% |
$1.6K - $1.91K
|
2.57K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
16+ 0.25% |
$1.6K - $1.91K
|
6.34K
$674K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 0.29% |
$1.6K - $1.91K
|
5.46K
$581K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15+ 0.71% |
$1.5K - $1.79K
|
2.12K
$225K
|
|
|
Apr 18, 2023
Q1 2023
|
Marks Wealth, LLC
|
BUY
|
- |
15+ 0.71% |
$1.5K - $1.79K
|
2.14K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
15New |
$1.5K - $1.79K
|
15
$1.59K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 0.48% |
$1.5K - $1.79K
|
3.12K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.05% |
$1.5K - $1.79K
|
29.1K
$3.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14+ 0.52% |
$1.4K - $1.67K
|
2.69K
$286K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$1.4K - $1.67K
|
6.97K
$741K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
14+ 0.11% |
$1.4K - $1.67K
|
12.6K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
14+ 0.09% |
$1.4K - $1.67K
|
16.2K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.24% |
$1.4K - $1.67K
|
5.74K
$610K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13+ 0.02% |
$1.3K - $1.55K
|
68.1K
$7.24M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
13+ 0.07% |
$1.3K - $1.55K
|
18.3K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
13+ 0.23% |
$1.3K - $1.55K
|
5.71K
$607K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.11% |
$1.3K - $1.55K
|
12.1K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
12+ 0.42% |
$1.2K - $1.43K
|
2.85K
$303K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
12+ 0.12% |
$1.2K - $1.43K
|
10.3K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.37% |
$1.2K - $1.43K
|
3.26K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
12+ 0.04% |
$1.2K - $1.43K
|
31.4K
$3.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
11+ 0.46% |
$1.1K - $1.31K
|
2.4K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11+ 0.16% |
$1.1K - $1.31K
|
6.68K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.17% |
$1.1K - $1.31K
|
6.35K
$675K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10+ 0.48% |
$998 - $1.19K
|
2.08K
$221K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
10+ 0.19% |
$998 - $1.19K
|
5.24K
$557K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
10+ 0.19% |
$998 - $1.19K
|
5.26K
$559K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
10+ 0.24% |
$998 - $1.19K
|
4.22K
$448K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10+ 0.21% |
$998 - $1.19K
|
4.79K
$509K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 0.82% |
$998 - $1.19K
|
1.24K
$131K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.39% |
$998 - $1.19K
|
2.56K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$998 - $1.19K
|
5.05K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
10+ 0.25% |
$998 - $1.19K
|
3.97K
$422K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$899 - $1.07K
|
2.32K
$247K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9+ 0.27% |
$899 - $1.07K
|
3.32K
$353K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$799 - $953
|
3.19K
$339K
|