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 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$799 - $953
|
2.3K
$245K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.43% |
$799 - $953
|
1.87K
$199K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8+ 0.13% |
$799 - $953
|
6.19K
$658K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$699 - $834
|
4.13K
$439K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7+ 0.03% |
$699 - $834
|
21.8K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
7+ 0.2% |
$699 - $834
|
3.42K
$364K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7+ 0.12% |
$699 - $834
|
5.76K
$612K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6+ 0.18% |
$599 - $715
|
3.33K
$354K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
6+ 0.02% |
$599 - $715
|
33.2K
$3.53M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.17% |
$599 - $715
|
3.61K
$384K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
6+ 0.02% |
$599 - $715
|
29.8K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
6+ 0.04% |
$599 - $715
|
15.8K
$1.68M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6+ 0.18% |
$599 - $715
|
3.37K
$358K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
5+ 0.15% |
$499 - $596
|
3.36K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
5+ 0.07% |
$499 - $596
|
7.69K
$817K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5+ 0.07% |
$499 - $596
|
6.83K
$726K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5+ 0.03% |
$499 - $596
|
16.1K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
5+ 0.22% |
$499 - $596
|
2.29K
$243K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
5+ 0.03% |
$499 - $596
|
17.2K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$499 - $596
|
28.7K
$3.05M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.88% |
$499 - $596
|
576
$61.2K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
5+ 0.11% |
$499 - $596
|
4.61K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.16% |
$499 - $596
|
3.23K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$499 - $596
|
4.11K
$437K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
5+ 0.09% |
$499 - $596
|
5.37K
$571K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$499 - $596
|
5.83K
$620K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4+ 0.17% |
$399 - $477
|
2.33K
$247K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.13% |
$399 - $477
|
3.17K
$337K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$399 - $477
|
5.41K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
4+ 0.21% |
$399 - $477
|
1.93K
$205K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$399 - $477
|
4.07K
$432K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.0% |
$399 - $477
|
132K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$399 - $477
|
10.6K
$1.13M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.13% |
$399 - $477
|
3.13K
$332K
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$300 - $358
|
11.1K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.06% |
$300 - $358
|
4.67K
$496K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
3+ 0.65% |
$300 - $358
|
466
$49.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.08% |
$300 - $358
|
3.61K
$384K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.15% |
$300 - $358
|
2.05K
$218K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.05% |
$300 - $358
|
5.93K
$630K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3+ 0.05% |
$300 - $358
|
6.62K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$300 - $358
|
7.58K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.53% |
$300 - $358
|
571
$60.7K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$300 - $358
|
327
$34.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$200 - $238
|
8.09K
$860K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$200 - $238
|
5.08K
$540K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.06% |
$200 - $238
|
3.62K
$385K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.02% |
$200 - $238
|
11.4K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.06% |
$200 - $238
|
3.35K
$356K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.52% |
$200 - $238
|
387
$41.1K
|