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
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-869- 3.81% |
$86.8K - $104K
|
22K
$2.33M
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-872- 0.66% |
$87.1K - $104K
|
131K
$13.9M
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-874- 1.32% |
$87.3K - $104K
|
65.4K
$6.92M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-876- 0.21% |
$87.5K - $104K
|
409K
$43.3M
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-878- 2.37% |
$87.7K - $105K
|
36.2K
$3.84M
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-882- 24.01% |
$88.1K - $105K
|
2.79K
$296K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-883- 4.16% |
$88.2K - $105K
|
20.4K
$2.15M
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-885- 50.0% |
$88.4K - $105K
|
885
$93.7K
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-889- 1.37% |
$88.8K - $106K
|
64.2K
$6.8M
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-892- 14.47% |
$89.1K - $106K
|
5.27K
$558K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-896- 4.0% |
$89.5K - $107K
|
21.5K
$2.28M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-896- 3.91% |
$89.5K - $107K
|
22K
$2.33M
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-900- 10.94% |
$89.9K - $107K
|
7.33K
$776K
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-900- 20.8% |
$89.9K - $107K
|
3.43K
$363K
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-900- 4.31% |
$89.9K - $107K
|
20K
$2.11M
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-901- 6.42% |
$90K - $107K
|
13.1K
$1.39M
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-905- 22.56% |
$90.4K - $108K
|
3.11K
$329K
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-909- 7.23% |
$90.8K - $108K
|
11.7K
$1.24M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-910- 3.63% |
$90.9K - $108K
|
24.2K
$2.56M
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-910- 3.05% |
$90.9K - $108K
|
28.9K
$3.06M
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-912- 11.62% |
$91.1K - $109K
|
6.94K
$734K
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-928- 11.65% |
$92.7K - $111K
|
7.04K
$745K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-928- 4.1% |
$92.7K - $111K
|
21.7K
$2.3M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-931- 31.97% |
$93K - $111K
|
1.98K
$210K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-941- 32.94% |
$93.9K - $112K
|
1.92K
$203K
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-941- 1.58% |
$93.9K - $112K
|
58.7K
$6.21M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-948- 1.48% |
$94.6K - $113K
|
63.1K
$6.68M
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-950- 2.4% |
$94.8K - $113K
|
38.7K
$4.09M
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-950- 9.88% |
$94.8K - $113K
|
8.67K
$917K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-953- 1.91% |
$95.1K - $114K
|
48.9K
$5.18M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-957- 3.8% |
$95.5K - $114K
|
24.2K
$2.56M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-964- 1.65% |
$96.2K - $115K
|
57.3K
$6.07M
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-965- 13.65% |
$96.3K - $115K
|
6.11K
$647K
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-966- 6.32% |
$96.4K - $115K
|
14.3K
$1.52M
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-970- 29.26% |
$96.8K - $116K
|
2.35K
$248K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 0.29% |
$96.8K - $116K
|
334K
$35.4M
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-979- 1.25% |
$97.7K - $117K
|
77.2K
$8.18M
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-980- 4.33% |
$97.8K - $117K
|
21.6K
$2.29M
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-980- 25.26% |
$97.8K - $117K
|
2.9K
$307K
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-989- 1.45% |
$98.7K - $118K
|
67.1K
$7.1M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-993- 13.09% |
$99.1K - $118K
|
6.6K
$698K
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-997- 1.29% |
$99.5K - $119K
|
76.4K
$8.08M
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1K- 3.75% |
$99.8K - $119K
|
25.7K
$2.72M
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1K- 2.48% |
$99.8K - $119K
|
39.4K
$4.17M
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1K- 4.43% |
$100K - $120K
|
21.6K
$2.29M
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1K- 19.98% |
$100K - $120K
|
4.02K
$426K
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.21% |
$101K - $120K
|
82.1K
$8.7M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.01K- 3.69% |
$101K - $120K
|
26.4K
$2.79M
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 4.24% |
$101K - $121K
|
22.9K
$2.43M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.02K- 1.3% |
$102K - $122K
|
77.6K
$8.22M
|