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 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-118- 0.3% |
$11.8K - $14.1K
|
39.2K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-118- 1.21% |
$11.8K - $14.1K
|
9.61K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-119- 0.14% |
$11.9K - $14.2K
|
87.1K
$9.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-122- 0.41% |
$12.2K - $14.5K
|
29.4K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-122- 0.57% |
$12.2K - $14.5K
|
21.4K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-123- 7.56% |
$12.3K - $14.7K
|
1.51K
$159K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-125- 3.5% |
$12.5K - $14.9K
|
3.44K
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-125- 0.59% |
$12.5K - $14.9K
|
21K
$2.22M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-125- 0.48% |
$12.5K - $14.9K
|
25.7K
$2.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-128- 1.37% |
$12.8K - $15.3K
|
9.2K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-128- 3.82% |
$12.8K - $15.3K
|
3.22K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-128- 0.64% |
$12.8K - $15.3K
|
19.8K
$2.1M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-129- 1.14% |
$12.9K - $15.4K
|
11.2K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-129- 4.99% |
$12.9K - $15.4K
|
2.46K
$260K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-129- 2.75% |
$12.9K - $15.4K
|
4.56K
$482K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-130- 4.39% |
$13K - $15.5K
|
2.83K
$300K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 1.76% |
$13K - $15.5K
|
7.24K
$767K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-130- 0.29% |
$13K - $15.5K
|
45.2K
$4.79M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-130- 2.09% |
$13K - $15.5K
|
6.08K
$644K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-131- 4.36% |
$13.1K - $15.6K
|
2.88K
$305K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-133- 0.17% |
$13.3K - $15.8K
|
78.4K
$8.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-135- 1.5% |
$13.5K - $16.1K
|
8.85K
$937K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-135- 1.4% |
$13.5K - $16.1K
|
9.5K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-135- 0.75% |
$13.5K - $16.1K
|
18K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-135- 0.31% |
$13.5K - $16.1K
|
44.1K
$4.67M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-136- 1.0% |
$13.6K - $16.2K
|
13.4K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-137- 1.36% |
$13.7K - $16.3K
|
9.96K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-137- 6.91% |
$13.7K - $16.3K
|
1.85K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-137- 2.98% |
$13.7K - $16.3K
|
4.46K
$472K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-139- 2.18% |
$13.9K - $16.6K
|
6.25K
$662K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-139- 0.95% |
$13.9K - $16.6K
|
14.4K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-140- 2.58% |
$14K - $16.7K
|
5.28K
$559K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-144- 0.56% |
$14.4K - $17.2K
|
25.5K
$2.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-148- 2.76% |
$14.8K - $17.6K
|
5.21K
$552K
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-148- 0.91% |
$14.8K - $17.6K
|
16.2K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-149- 0.51% |
$14.9K - $17.8K
|
29.1K
$3.08M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-149- 0.9% |
$14.9K - $17.8K
|
16.4K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150- 2.28% |
$15K - $17.9K
|
6.44K
$682K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-150- 2.21% |
$15K - $17.9K
|
6.64K
$703K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-150- 4.5% |
$15K - $17.9K
|
3.18K
$337K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-150- 2.92% |
$15K - $17.9K
|
4.98K
$528K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 1.03% |
$15K - $17.9K
|
14.4K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-150- 1.54% |
$15K - $17.9K
|
9.57K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 2.43% |
$15K - $17.9K
|
6.02K
$637K
|
|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-150- 0.14% |
$15K - $17.9K
|
106K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-150- 0.41% |
$15K - $17.9K
|
36.4K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 0.52% |
$15K - $17.9K
|
28.7K
$3.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-151- 3.41% |
$15.1K - $18K
|
4.28K
$453K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-151- 4.8% |
$15.1K - $18K
|
3K
$317K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-151- 1.27% |
$15.1K - $18K
|
11.8K
$1.25M
|