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 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.05% |
$200 - $238
|
3.92K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2+ 0.08% |
$200 - $238
|
2.48K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.01% |
$200 - $238
|
24.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.01% |
$200 - $238
|
24.6K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$200 - $238
|
5.98K
$633K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$99.8 - $119
|
10K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$99.8 - $119
|
3.05K
$322K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$99.8 - $119
|
5.77K
$611K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1+ 0.03% |
$99.8 - $119
|
2.93K
$311K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$99.8 - $119
|
3.85K
$408K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$99.8 - $119
|
30.9K
$3.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$99.8 - $119
|
3.63K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1+ 0.01% |
$99.8 - $119
|
8.98K
$951K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$99.8 - $119
|
7.18K
$760K
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.02% |
$99.8 - $119
|
6.31K
$668K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.01% |
$99.8 - $119
|
12.9K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$99.8 - $119
|
2.25K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$99.8 - $119
|
2.92K
$309K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$99.8 - $119
|
7.65K
$810K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$99.8 - $119
|
93.2K
$9.87M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1New |
$99.8 - $119
|
1
$106
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1+ 0.0% |
$99.8 - $119
|
23.7K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.18% |
$99.8 - $119
|
566
$59.9K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1+ 0.0% |
$99.8 - $119
|
30.1K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1+ 0.1% |
$99.8 - $119
|
976
$103K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$99.8 - $119
|
8.78K
$930K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.01% |
$99.8 - $119
|
7.18K
$761K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 0.88% |
$200 - $238
|
224
$23.7K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2- 0.02% |
$200 - $238
|
10.8K
$1.15M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.01% |
$200 - $238
|
24.6K
$2.61M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.8% |
$200 - $238
|
247
$26.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3- 0.04% |
$300 - $358
|
7.91K
$837K
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-3- 0.03% |
$300 - $358
|
11.1K
$1.17M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 5.56% |
$300 - $358
|
51
$5.4K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.1% |
$399 - $477
|
3.89K
$412K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-5- 0.02% |
$499 - $596
|
24.4K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.33% |
$499 - $596
|
1.51K
$159K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.09% |
$499 - $596
|
5.63K
$596K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-5- 0.01% |
$499 - $596
|
34.5K
$3.65M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6- 7.06% |
$599 - $715
|
79
$8.36K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6- 0.06% |
$599 - $715
|
9.6K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7- 0.17% |
$699 - $834
|
4.18K
$442K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 0.15% |
$799 - $953
|
5.5K
$582K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-9- 0.02% |
$899 - $1.07K
|
37.2K
$3.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-10- 0.02% |
$998 - $1.19K
|
56.2K
$5.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-10- 0.07% |
$998 - $1.19K
|
13.7K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.02% |
$998 - $1.19K
|
54.4K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10- 0.02% |
$998 - $1.19K
|
51.7K
$5.47M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.01% |
$998 - $1.19K
|
98.8K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-11- 0.55% |
$1.1K - $1.31K
|
1.97K
$209K
|