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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 6.38% |
$162K - $188K
|
26.5K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.58K+ 8.7% |
$161K - $187K
|
19.7K
$2.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.58K+ 3.08% |
$161K - $187K
|
52.8K
$5.62M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.57K+ 1.31% |
$160K - $186K
|
122K
$12.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.57K+ 4.49% |
$160K - $185K
|
36.4K
$3.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
1.56K+ 2.12% |
$160K - $185K
|
75.2K
$8.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.55K+ 31.59% |
$158K - $183K
|
6.46K
$687K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.55K+ 18.18% |
$158K - $183K
|
10.1K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.54K+ 3.29% |
$158K - $183K
|
48.5K
$5.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.54K+ 3.36% |
$157K - $182K
|
47.3K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.54K+ 19.65% |
$157K - $182K
|
9.35K
$995K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.52K+ 5.37% |
$155K - $180K
|
29.8K
$3.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.52K+ 1.17% |
$155K - $180K
|
131K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.48K+ 2.41% |
$151K - $175K
|
63K
$6.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.48K+ 21.68% |
$151K - $175K
|
8.31K
$885K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 25.93% |
$151K - $175K
|
7.16K
$762K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 25.93% |
$151K - $175K
|
7.16K
$762K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.47K+ 5.13% |
$151K - $174K
|
30.2K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.47K+ 60.2% |
$151K - $174K
|
3.92K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.47K+ 9.23% |
$150K - $174K
|
17.4K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.47K+ 0.83% |
$150K - $174K
|
179K
$19M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.46K+ 77.45% |
$149K - $173K
|
3.35K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.46K+ 1.27% |
$149K - $172K
|
116K
$12.3M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.46K+ 2.05% |
$149K - $172K
|
72.5K
$7.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.45K+ 3.15% |
$148K - $172K
|
47.6K
$5.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.45K+ 0.64% |
$148K - $171K
|
226K
$24.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 46.83% |
$146K - $169K
|
4.47K
$476K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.42K+ 18.71% |
$145K - $168K
|
9K
$958K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.42K+ 0.18% |
$145K - $168K
|
788K
$83.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.4K+ 16.04% |
$143K - $166K
|
10.1K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.4K+ 1.36% |
$143K - $165K
|
104K
$11.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.39K+ 2.91% |
$142K - $165K
|
49.2K
$5.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.39K+ 3.0% |
$142K - $164K
|
47.6K
$5.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.38K+ 42.71% |
$141K - $164K
|
4.62K
$491K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.37K+ 3.22% |
$139K - $162K
|
43.7K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.36K+ 51.3% |
$139K - $161K
|
4.02K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.35K+ 1.24% |
$138K - $160K
|
110K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
1.34K+ 0.76% |
$137K - $159K
|
178K
$19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.34KNew |
$137K - $158K
|
1.34K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.29K+ 1.15% |
$132K - $152K
|
114K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.29K+ 6.77% |
$132K - $152K
|
20.3K
$2.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 1.66% |
$131K - $152K
|
78.7K
$8.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29K+ 2.74% |
$131K - $152K
|
48.2K
$5.13M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.29K+ 3.74% |
$131K - $152K
|
35.6K
$3.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 7.06% |
$131K - $152K
|
19.5K
$2.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.28K+ 32.64% |
$131K - $151K
|
5.19K
$553K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.28K+ 2.46% |
$130K - $151K
|
53.1K
$5.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.27K+ 5.56% |
$130K - $151K
|
24.2K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 62.61% |
$129K - $150K
|
3.28K
$349K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$129K - $149K
|
1.26K
$134K
|