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 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
963+ 14.96% |
$98.4K - $114K
|
7.4K
$787K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
962+ 11.69% |
$98.3K - $114K
|
9.19K
$978K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
959+ 3.59% |
$98K - $113K
|
27.7K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
957+ 2.47% |
$97.8K - $113K
|
39.7K
$4.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
953+ 16.96% |
$97.4K - $113K
|
6.57K
$699K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
951+ 40.38% |
$97.2K - $113K
|
3.31K
$352K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
949+ 2.97% |
$97K - $112K
|
32.9K
$3.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
946+ 1.34% |
$96.7K - $112K
|
71.6K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
943+ 6.96% |
$96.4K - $112K
|
14.5K
$1.54M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
941+ 42.1% |
$96.2K - $111K
|
3.18K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
937+ 1.99% |
$95.7K - $111K
|
48.1K
$5.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
936+ 5.21% |
$95.6K - $111K
|
18.9K
$2.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
929+ 2.23% |
$94.9K - $110K
|
42.5K
$4.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
928+ 32.14% |
$94.8K - $110K
|
3.82K
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
925+ 1.26% |
$94.5K - $109K
|
74.2K
$7.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
923+ 7.03% |
$94.3K - $109K
|
14.1K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
921+ 50.08% |
$94.1K - $109K
|
2.76K
$294K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
920+ 9.6% |
$94K - $109K
|
10.5K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
920+ 21.15% |
$94K - $109K
|
5.27K
$561K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
915+ 8.02% |
$93.5K - $108K
|
12.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
915+ 13.5% |
$93.5K - $108K
|
7.69K
$818K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
912+ 16.34% |
$93.2K - $108K
|
6.49K
$691K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
903+ 2.06% |
$92.3K - $107K
|
44.8K
$4.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
903+ 1.91% |
$92.3K - $107K
|
48.2K
$5.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
902+ 26.45% |
$92.2K - $107K
|
4.31K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
900+ 6.26% |
$92K - $107K
|
15.3K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
898+ 4.24% |
$91.8K - $106K
|
22.1K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
894+ 32.07% |
$91.3K - $106K
|
3.68K
$392K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
892+ 1.81% |
$91.1K - $106K
|
50.3K
$5.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
892+ 1.71% |
$91.1K - $106K
|
53K
$5.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
887+ 3.63% |
$90.6K - $105K
|
25.3K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
885+ 3.76% |
$90.4K - $105K
|
24.4K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
877+ 1.81% |
$89.6K - $104K
|
49.4K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
874+ 0.31% |
$89.3K - $103K
|
279K
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
873+ 0.74% |
$89.2K - $103K
|
119K
$12.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
872+ 0.94% |
$89.1K - $103K
|
93.6K
$9.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
868+ 1.06% |
$88.7K - $103K
|
83K
$8.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
850+ 5.88% |
$86.9K - $101K
|
15.3K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
850+ 3.64% |
$86.9K - $101K
|
24.2K
$2.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
848+ 2.74% |
$86.6K - $100K
|
31.8K
$3.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
847+ 1.39% |
$86.5K - $100K
|
61.6K
$6.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
846+ 4.35% |
$86.4K - $100K
|
20.3K
$2.16M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
846+ 4.35% |
$86.4K - $100K
|
20.3K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
842+ 21.51% |
$86K - $99.6K
|
4.76K
$506K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
840+ 6.83% |
$85.8K - $99.4K
|
13.1K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
839+ 22.89% |
$85.7K - $99.3K
|
4.51K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
838+ 28.2% |
$85.6K - $99.2K
|
3.81K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
836+ 4.51% |
$85.4K - $98.9K
|
19.4K
$2.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
821+ 32.26% |
$83.9K - $97.2K
|
3.37K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
818+ 0.7% |
$83.6K - $96.8K
|
118K
$12.5M
|