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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.4K- 4.87% |
$639K - $763K
|
125K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-6.53K- 9.42% |
$652K - $778K
|
62.7K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.55K- 2.23% |
$654K - $781K
|
287K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.61K- 0.03% |
$660K - $787K
|
23M
$2.44B
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.67K- 26.83% |
$666K - $795K
|
18.2K
$1.93M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-6.74K- 2.03% |
$673K - $803K
|
326K
$34.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.76K- 14.44% |
$675K - $806K
|
40.1K
$4.24M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6.77K- 93.86% |
$676K - $807K
|
443
$46.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.8K- 63.87% |
$679K - $811K
|
3.85K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.81K- 2.28% |
$680K - $812K
|
292K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.82K- 2.31% |
$681K - $813K
|
288K
$30.5M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-6.83K- 18.81% |
$682K - $814K
|
29.5K
$3.12M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-6.84K- 35.8% |
$683K - $815K
|
12.3K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-6.86K- 5.85% |
$685K - $817K
|
110K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.93K- 1.1% |
$691K - $825K
|
620K
$65.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.95K- 41.32% |
$694K - $828K
|
9.87K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-7K- 35.48% |
$699K - $834K
|
12.7K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-7K- 35.0% |
$699K - $834K
|
13K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7.03K- 6.44% |
$701K - $837K
|
102K
$10.8M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.04K- 24.68% |
$703K - $839K
|
21.5K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.07K- 23.53% |
$705K - $842K
|
23K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.15K- 1.17% |
$714K - $852K
|
607K
$64.2M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.24K- 2.06% |
$723K - $863K
|
344K
$36.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-7.39K- 28.21% |
$738K - $881K
|
18.8K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.48K- 5.66% |
$746K - $891K
|
125K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.5K- 55.15% |
$749K - $894K
|
6.1K
$646K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-7.54K- 22.52% |
$753K - $898K
|
25.9K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.56K- 40.81% |
$755K - $901K
|
11K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-7.56K- 8.19% |
$755K - $901K
|
84.8K
$8.97M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.62K- 3.35% |
$761K - $908K
|
220K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.68K- 7.0% |
$767K - $915K
|
102K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.77K- 65.16% |
$776K - $926K
|
4.15K
$440K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.03K- 32.67% |
$802K - $957K
|
16.6K
$1.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-8.21K- 0.75% |
$820K - $978K
|
1.08M
$115M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-8.35K- 7.58% |
$834K - $995K
|
102K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.38K- 5.65% |
$837K - $999K
|
140K
$14.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-8.39K- 7.26% |
$837K - $999K
|
107K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-8.54K- 33.98% |
$853K - $1.02M
|
16.6K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8.57K- 75.56% |
$856K - $1.02M
|
2.77K
$294K
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-8.62K- 6.28% |
$861K - $1.03M
|
129K
$13.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-8.75K- 11.54% |
$874K - $1.04M
|
67.1K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.81K- 5.31% |
$880K - $1.05M
|
157K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.82K- 1.75% |
$880K - $1.05M
|
494K
$52.3M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-8.87K- 9.33% |
$885K - $1.06M
|
86.1K
$9.12M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-8.94K- 1.07% |
$893K - $1.07M
|
828K
$87.7M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8.99K- 15.48% |
$898K - $1.07M
|
49.1K
$5.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.03K- 10.63% |
$901K - $1.08M
|
75.9K
$8.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.06K- 0.33% |
$905K - $1.08M
|
2.76M
$292M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
SELL
|
- |
-9.14K- 5.98% |
$912K - $1.09M
|
144K
$15.2M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-9.15K- 39.67% |
$914K - $1.09M
|
13.9K
$1.47M
|