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 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-725- 3.09% |
$72.4K - $86.4K
|
22.7K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-726- 15.96% |
$72.5K - $86.5K
|
3.82K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-729- 8.44% |
$72.8K - $86.9K
|
7.9K
$845K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-731- 1.9% |
$73K - $87.1K
|
37.8K
$4.04M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-733- 9.29% |
$73.2K - $87.4K
|
7.16K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-744- 10.01% |
$74.3K - $88.7K
|
6.69K
$715K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-746- 1.1% |
$74.5K - $88.9K
|
66.8K
$7.14M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-750- 2.39% |
$74.9K - $89.4K
|
30.7K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-750- 9.52% |
$74.9K - $89.4K
|
7.13K
$762K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-752- 6.92% |
$75.1K - $89.6K
|
10.1K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-753- 0.98% |
$75.2K - $89.7K
|
76.2K
$8.15M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-753- 4.43% |
$75.2K - $89.7K
|
16.3K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-756- 18.94% |
$75.5K - $90.1K
|
3.24K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-761- 6.67% |
$76K - $90.7K
|
10.6K
$1.14M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-761- 3.76% |
$76K - $90.7K
|
19.5K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-763- 6.86% |
$76.2K - $90.9K
|
10.4K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-765- 10.06% |
$76.4K - $91.2K
|
6.84K
$731K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-766- 8.95% |
$76.5K - $91.3K
|
7.79K
$833K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-766- 0.6% |
$76.5K - $91.3K
|
127K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-766- 1.6% |
$76.5K - $91.3K
|
47.2K
$5.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-768- 2.08% |
$76.7K - $91.5K
|
36.1K
$3.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-770- 0.62% |
$76.9K - $91.8K
|
124K
$13.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-775- 5.06% |
$77.4K - $92.4K
|
14.5K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-775- 0.55% |
$77.4K - $92.4K
|
140K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-779- 11.85% |
$77.8K - $92.8K
|
5.79K
$620K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-784- 13.69% |
$78.3K - $93.4K
|
4.94K
$529K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-787- 1.46% |
$78.6K - $93.8K
|
53.2K
$5.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-788- 0.26% |
$78.7K - $93.9K
|
303K
$32.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-790- 4.06% |
$78.9K - $94.1K
|
18.7K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-792- 1.85% |
$79.1K - $94.4K
|
42K
$4.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-796- 10.58% |
$79.5K - $94.9K
|
6.73K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-796- 18.99% |
$79.5K - $94.9K
|
3.4K
$363K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-800- 8.82% |
$79.9K - $95.3K
|
8.27K
$884K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-803- 1.28% |
$80.2K - $95.7K
|
61.9K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-803- 2.1% |
$80.2K - $95.7K
|
37.4K
$3.99M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-810- 4.61% |
$80.9K - $96.5K
|
16.8K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-814- 1.25% |
$81.3K - $97K
|
64.3K
$6.88M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-816- 1.96% |
$81.5K - $97.2K
|
40.8K
$4.36M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-820- 5.76% |
$81.9K - $97.7K
|
13.4K
$1.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-823- 52.39% |
$82.2K - $98.1K
|
748
$80K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-826- 1.34% |
$82.5K - $98.4K
|
60.7K
$6.49M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-832- 3.58% |
$83.1K - $99.1K
|
22.4K
$2.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-838- 8.19% |
$83.7K - $99.9K
|
9.4K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-840- 9.5% |
$83.9K - $100K
|
8K
$855K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-844- 0.74% |
$84.3K - $101K
|
114K
$12.1M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-845- 3.28% |
$84.4K - $101K
|
24.9K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-849- 0.47% |
$84.8K - $101K
|
180K
$19.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-850- 2.28% |
$84.9K - $101K
|
36.4K
$3.89M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-861- 2.31% |
$86K - $103K
|
36.4K
$3.89M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-865- 3.24% |
$86.4K - $103K
|
25.9K
$2.77M
|