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 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-11- 0.17% |
$1.1K - $1.31K
|
6.58K
$701K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-12- 0.3% |
$1.2K - $1.43K
|
4.03K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-12- 0.36% |
$1.2K - $1.43K
|
3.28K
$350K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-13- 0.39% |
$1.3K - $1.55K
|
3.3K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-13- 0.25% |
$1.3K - $1.55K
|
5.2K
$554K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-14- 0.14% |
$1.4K - $1.67K
|
10K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-14- 0.08% |
$1.4K - $1.67K
|
16.9K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 0.29% |
$1.5K - $1.79K
|
5.15K
$549K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-15- 0.65% |
$1.5K - $1.79K
|
2.3K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-15- 0.12% |
$1.5K - $1.79K
|
12.5K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-16- 0.3% |
$1.6K - $1.91K
|
5.28K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-16- 0.3% |
$1.6K - $1.91K
|
5.3K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16- 0.03% |
$1.6K - $1.91K
|
48.5K
$5.17M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.2% |
$1.6K - $1.91K
|
8.14K
$867K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-17- 0.71% |
$1.7K - $2.03K
|
2.38K
$253K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-17- 0.63% |
$1.7K - $2.03K
|
2.7K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-17- 0.29% |
$1.7K - $2.03K
|
5.85K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-18- 0.5% |
$1.8K - $2.15K
|
3.58K
$381K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-18- 0.02% |
$1.8K - $2.15K
|
74.7K
$7.96M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-18- 0.49% |
$1.8K - $2.15K
|
3.64K
$387K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-19- 0.88% |
$1.9K - $2.26K
|
2.14K
$228K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-19- 0.07% |
$1.9K - $2.26K
|
25.6K
$2.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 1.34% |
$2K - $2.38K
|
1.47K
$157K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.3% |
$2K - $2.38K
|
6.63K
$706K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-20- 0.37% |
$2K - $2.38K
|
5.43K
$579K
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-20- 0.37% |
$2K - $2.38K
|
5.39K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-20- 0.82% |
$2K - $2.38K
|
2.42K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-20- 0.46% |
$2K - $2.38K
|
4.37K
$465K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-21- 0.22% |
$2.1K - $2.5K
|
9.69K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-21- 0.07% |
$2.1K - $2.5K
|
30.8K
$3.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-22- 1.14% |
$2.2K - $2.62K
|
1.9K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-22- 0.12% |
$2.2K - $2.62K
|
18.1K
$1.93M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-22- 0.15% |
$2.2K - $2.62K
|
14.5K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-23- 0.28% |
$2.3K - $2.74K
|
8.09K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-23- 1.16% |
$2.3K - $2.74K
|
1.96K
$209K
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-25- 0.24% |
$2.5K - $2.98K
|
10.5K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 2.2% |
$2.5K - $2.98K
|
1.11K
$118K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-25- 0.69% |
$2.5K - $2.98K
|
3.59K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-25- 0.12% |
$2.5K - $2.98K
|
21.6K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 0.87% |
$2.5K - $2.98K
|
2.85K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-25- 0.42% |
$2.5K - $2.98K
|
5.93K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-25- 0.2% |
$2.5K - $2.98K
|
12.2K
$1.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-26- 1.93% |
$2.6K - $3.1K
|
1.32K
$141K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-26- 1.21% |
$2.6K - $3.1K
|
2.12K
$226K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-26- 0.03% |
$2.6K - $3.1K
|
104K
$11.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-26- 1.29% |
$2.6K - $3.1K
|
1.98K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-26- 0.02% |
$2.6K - $3.1K
|
137K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.37% |
$2.7K - $3.22K
|
7.26K
$774K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-28- 1.04% |
$2.8K - $3.34K
|
2.66K
$283K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-29- 0.09% |
$2.9K - $3.46K
|
33.1K
$3.52M
|