Purchases and Sales Made in Q2 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.25K+ 7.59% |
$230K - $266K
|
31.9K
$3.39M
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.24K+ 14.76% |
$229K - $265K
|
17.4K
$1.85M
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.24KNew |
$228K - $265K
|
2.24K
$238K
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
2.22KNew |
$227K - $263K
|
2.22K
$237K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.22K+ 20.04% |
$227K - $263K
|
13.3K
$1.42M
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.21K+ 19.77% |
$226K - $262K
|
13.4K
$1.43M
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.21K+ 13.03% |
$226K - $262K
|
19.2K
$2.04M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.21KNew |
$225K - $261K
|
2.21K
$235K
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.2KNew |
$224K - $260K
|
2.2K
$234K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.19K+ 2.56% |
$224K - $260K
|
87.8K
$9.35M
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.18K+ 95.87% |
$223K - $258K
|
4.46K
$474K
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.18KNew |
$223K - $258K
|
2.18K
$232K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.18K+ 6.17% |
$222K - $258K
|
37.4K
$3.98M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.16K+ 17.64% |
$221K - $256K
|
14.4K
$1.54M
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.15KNew |
$220K - $254K
|
2.15K
$229K
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.14K+ 73.14% |
$218K - $253K
|
5.05K
$538K
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.13K+ 15.3% |
$218K - $252K
|
16.1K
$1.71M
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.1K+ 8.22% |
$215K - $249K
|
27.7K
$2.94M
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
2.1K+ 6.05% |
$215K - $249K
|
36.8K
$3.92M
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.1K+ 39.35% |
$214K - $248K
|
7.43K
$790K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.1K+ 34.58% |
$214K - $248K
|
8.16K
$868K
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.09K+ 113.31% |
$214K - $248K
|
3.94K
$419K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.09K+ 14.77% |
$214K - $248K
|
16.3K
$1.73M
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.09K+ 3.25% |
$213K - $247K
|
66.2K
$7.05M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.07K+ 8.04% |
$212K - $245K
|
27.8K
$2.96M
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.06K+ 2.72% |
$211K - $244K
|
77.9K
$8.29M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.06K+ 8.57% |
$210K - $243K
|
26K
$2.77M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.05K+ 8.14% |
$209K - $242K
|
27.2K
$2.89M
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.04K+ 26.74% |
$208K - $241K
|
9.67K
$1.03M
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.03K+ 28.34% |
$207K - $240K
|
9.18K
$977K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.01K+ 28.52% |
$206K - $238K
|
9.07K
$965K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.01KNew |
$206K - $238K
|
2.01K
$214K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.01K+ 5.92% |
$205K - $237K
|
35.9K
$3.82M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 0.57% |
$205K - $237K
|
354K
$37.7M
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
BUY
|
- |
2KNew |
$204K - $237K
|
2K
$213K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2K+ 0.92% |
$204K - $236K
|
220K
$23.4M
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.99KNew |
$203K - $235K
|
1.99K
$212K
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.99K+ 50.88% |
$203K - $235K
|
5.9K
$627K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.98KNew |
$202K - $234K
|
1.98K
$210K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.98K+ 50.18% |
$202K - $234K
|
5.91K
$629K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.95K+ 5.68% |
$199K - $231K
|
36.2K
$3.86M
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.95K+ 1.39% |
$199K - $231K
|
142K
$15.1M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.94K+ 7.37% |
$198K - $229K
|
28.3K
$3.01M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.94K+ 6.45% |
$198K - $229K
|
32K
$3.4M
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.93KNew |
$198K - $229K
|
1.93K
$206K
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.93KNew |
$198K - $229K
|
1.93K
$206K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
1.92K+ 1.38% |
$196K - $227K
|
141K
$15M
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.91K+ 0.32% |
$195K - $226K
|
594K
$63.1M
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.91KNew |
$195K - $226K
|
1.91K
$203K
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.91KNew |
$195K - $225K
|
1.91K
$203K
|