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 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
476+ 1.68% |
$48.6K - $56.3K
|
28.8K
$3.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
468+ 2.06% |
$47.8K - $55.4K
|
23.2K
$2.47M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
467+ 9.36% |
$47.7K - $55.3K
|
5.45K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
465+ 2.57% |
$47.5K - $55K
|
18.6K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
462+ 14.26% |
$47.2K - $54.7K
|
3.7K
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
462+ 17.59% |
$47.2K - $54.7K
|
3.09K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
459+ 1.44% |
$46.9K - $54.3K
|
32.4K
$3.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
453+ 1.12% |
$46.3K - $53.6K
|
40.9K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
453+ 8.56% |
$46.3K - $53.6K
|
5.75K
$611K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
450+ 1.74% |
$46K - $53.3K
|
26.4K
$2.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
450+ 9.84% |
$46K - $53.3K
|
5.03K
$535K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
446+ 3.58% |
$45.6K - $52.8K
|
12.9K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
445+ 1.54% |
$45.5K - $52.7K
|
29.3K
$3.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
443+ 1.26% |
$45.3K - $52.4K
|
35.5K
$3.78M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
440+ 3.64% |
$45K - $52.1K
|
12.5K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
439+ 1.77% |
$44.9K - $52K
|
25.3K
$2.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
433+ 5.63% |
$44.2K - $51.2K
|
8.12K
$864K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
431+ 5.5% |
$44K - $51K
|
8.26K
$879K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
427+ 11.11% |
$43.6K - $50.5K
|
4.27K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
425+ 6.16% |
$43.4K - $50.3K
|
7.33K
$780K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
420+ 1.74% |
$42.9K - $49.7K
|
24.6K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
420+ 13.28% |
$42.9K - $49.7K
|
3.58K
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
412+ 1.4% |
$42.1K - $48.8K
|
29.8K
$3.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
410+ 3.12% |
$41.9K - $48.5K
|
13.6K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
410+ 0.48% |
$41.9K - $48.5K
|
85.6K
$9.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
409+ 15.9% |
$41.8K - $48.4K
|
2.98K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
405+ 1.57% |
$41.4K - $47.9K
|
26.2K
$2.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
404+ 1.59% |
$41.3K - $47.8K
|
25.7K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400+ 51.95% |
$40.9K - $47.3K
|
1.17K
$124K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
396+ 14.49% |
$40.5K - $46.9K
|
3.13K
$333K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
386+ 6.54% |
$39.4K - $45.7K
|
6.29K
$669K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
385+ 1.68% |
$39.3K - $45.6K
|
23.3K
$2.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
385+ 110.0% |
$39.3K - $45.6K
|
735
$78.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
384+ 0.76% |
$39.2K - $45.4K
|
51.1K
$5.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
383+ 2.62% |
$39.1K - $45.3K
|
15K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
380+ 6.67% |
$38.8K - $45K
|
6.08K
$647K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
380+ 0.9% |
$38.8K - $45K
|
42.4K
$4.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
379+ 0.46% |
$38.7K - $44.9K
|
83.7K
$8.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
376+ 0.5% |
$38.4K - $44.5K
|
75.1K
$7.99M
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
372+ 2.14% |
$38K - $44K
|
17.7K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
371+ 1.08% |
$37.9K - $43.9K
|
34.7K
$3.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
369+ 1.14% |
$37.7K - $43.7K
|
32.6K
$3.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
368+ 1.02% |
$37.6K - $43.5K
|
36.4K
$3.88M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
368+ 1.9% |
$37.6K - $43.5K
|
19.7K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
367+ 9.44% |
$37.5K - $43.4K
|
4.25K
$453K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
365+ 0.93% |
$37.3K - $43.2K
|
39.5K
$4.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
362+ 19.61% |
$37K - $42.8K
|
2.21K
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
361+ 14.03% |
$36.9K - $42.7K
|
2.93K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
361+ 8.82% |
$36.9K - $42.7K
|
4.45K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
359+ 11.5% |
$36.7K - $42.5K
|
3.48K
$370K
|