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 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.02K- 2.59% |
$102K - $122K
|
38.6K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.02K- 24.24% |
$102K - $122K
|
3.2K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.04K- 17.8% |
$104K - $124K
|
4.8K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.04K- 5.64% |
$104K - $124K
|
17.4K
$1.84M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.04K- 8.29% |
$104K - $124K
|
11.5K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.04K- 11.11% |
$104K - $124K
|
8.33K
$882K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.05K- 6.44% |
$105K - $125K
|
15.2K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.05K- 2.43% |
$105K - $125K
|
42.1K
$4.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 4.68% |
$105K - $125K
|
21.4K
$2.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.07K- 1.73% |
$106K - $127K
|
60.4K
$6.4M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.07K- 2.52% |
$107K - $128K
|
41.4K
$4.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.08K- 2.05% |
$107K - $128K
|
51.4K
$5.45M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.08K- 7.76% |
$107K - $128K
|
12.8K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.08K- 6.27% |
$108K - $129K
|
16.1K
$1.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.1K- 1.87% |
$110K - $131K
|
57.8K
$6.11M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.1K- 2.39% |
$110K - $131K
|
44.9K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.1K- 3.8% |
$110K - $131K
|
27.8K
$2.95M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.11K- 5.56% |
$111K - $132K
|
18.8K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.11K- 0.77% |
$111K - $133K
|
144K
$15.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.11K- 2.79% |
$111K - $133K
|
38.7K
$4.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.12K- 19.09% |
$111K - $133K
|
4.73K
$500K
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.12K- 2.19% |
$112K - $133K
|
50K
$5.29M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.12K- 3.42% |
$112K - $134K
|
31.6K
$3.35M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 3.61% |
$112K - $134K
|
30K
$3.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-1.13K- 5.9% |
$112K - $134K
|
18K
$1.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.13K- 3.9% |
$113K - $134K
|
27.7K
$2.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.13K- 10.52% |
$113K - $134K
|
9.59K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.13K- 4.95% |
$113K - $135K
|
21.8K
$2.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.14K- 3.8% |
$113K - $135K
|
28.8K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.14K- 11.18% |
$114K - $135K
|
9.03K
$956K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.14K- 1.72% |
$114K - $136K
|
65.2K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.15K- 80.32% |
$115K - $137K
|
281
$29.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.15K- 33.79% |
$115K - $137K
|
2.25K
$238K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.15K- 2.56% |
$115K - $137K
|
43.9K
$4.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 1.87% |
$115K - $138K
|
60.8K
$6.44M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 26.08% |
$115K - $138K
|
3.28K
$347K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.16K- 22.89% |
$116K - $138K
|
3.91K
$414K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.16K- 0.62% |
$116K - $139K
|
187K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.17K- 0.38% |
$117K - $139K
|
307K
$32.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.17K- 7.09% |
$117K - $139K
|
15.3K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.17K- 4.61% |
$117K - $139K
|
24.2K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.17K- 10.31% |
$117K - $140K
|
10.2K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 4.31% |
$117K - $140K
|
26K
$2.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.17K- 0.66% |
$117K - $140K
|
178K
$18.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.18K- 4.38% |
$118K - $141K
|
25.8K
$2.73M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.2K- 9.05% |
$120K - $143K
|
12.1K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.2K- 1.58% |
$120K - $143K
|
74.7K
$7.91M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.2K- 0.79% |
$120K - $143K
|
150K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 19.01% |
$120K - $143K
|
5.11K
$541K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.21K- 1.56% |
$121K - $144K
|
76.3K
$8.08M
|