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 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
285+ 1.32% |
$29.1K - $33.7K
|
21.9K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
284+ 1.07% |
$29K - $33.6K
|
26.9K
$2.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
281+ 1.72% |
$28.7K - $33.3K
|
16.6K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
277+ 0.56% |
$28.3K - $32.8K
|
50K
$5.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
276+ 0.27% |
$28.2K - $32.7K
|
102K
$10.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
273+ 0.49% |
$27.9K - $32.3K
|
56.5K
$6.01M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
272+ 14.32% |
$27.8K - $32.2K
|
2.17K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
272+ 8.93% |
$27.8K - $32.2K
|
3.32K
$353K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268+ 2.15% |
$27.4K - $31.7K
|
12.7K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
266+ 0.57% |
$27.2K - $31.5K
|
46.8K
$4.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
265+ 3.53% |
$27.1K - $31.4K
|
7.77K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
264+ 5.14% |
$27K - $31.2K
|
5.4K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
261+ 2.08% |
$26.7K - $30.9K
|
12.8K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
260+ 8.61% |
$26.6K - $30.8K
|
3.28K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
260+ 0.73% |
$26.6K - $30.8K
|
35.7K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
259+ 0.38% |
$26.5K - $30.7K
|
67.6K
$7.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
258+ 0.97% |
$26.4K - $30.5K
|
26.7K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
257+ 4.0% |
$26.3K - $30.4K
|
6.68K
$711K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
255+ 0.21% |
$26.1K - $30.2K
|
124K
$13.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
255+ 1.16% |
$26.1K - $30.2K
|
22.2K
$2.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
254+ 5.42% |
$26K - $30.1K
|
4.94K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
253+ 0.75% |
$25.9K - $29.9K
|
34K
$3.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
252+ 6.94% |
$25.7K - $29.8K
|
3.88K
$413K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
252+ 6.56% |
$25.7K - $29.8K
|
4.09K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
252+ 1.0% |
$25.7K - $29.8K
|
25.4K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
251+ 12.82% |
$25.6K - $29.7K
|
2.21K
$235K
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
250+ 13.17% |
$25.5K - $29.6K
|
2.15K
$229K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
249+ 11.75% |
$25.4K - $29.5K
|
2.37K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
246+ 3.19% |
$25.1K - $29.1K
|
7.95K
$845K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
246+ 7.2% |
$25.1K - $29.1K
|
3.66K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
246+ 2.89% |
$25.1K - $29.1K
|
8.77K
$933K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
246+ 4.22% |
$25.1K - $29.1K
|
6.08K
$647K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
244+ 0.31% |
$24.9K - $28.9K
|
78.6K
$8.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
241+ 6.31% |
$24.6K - $28.5K
|
4.06K
$432K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
241+ 32.22% |
$24.6K - $28.5K
|
989
$105K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
241+ 2.85% |
$24.6K - $28.5K
|
8.68K
$924K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
240+ 2.55% |
$24.5K - $28.4K
|
9.64K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
240+ 0.68% |
$24.5K - $28.4K
|
35.7K
$3.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
237+ 1.29% |
$24.2K - $28K
|
18.6K
$1.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
231+ 3.71% |
$23.6K - $27.3K
|
6.46K
$687K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
231+ 0.44% |
$23.6K - $27.3K
|
52.3K
$5.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
230+ 0.83% |
$23.5K - $27.2K
|
28K
$2.98M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
227+ 4.05% |
$23.2K - $26.9K
|
5.83K
$620K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
226+ 1.04% |
$23.1K - $26.7K
|
22K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
225+ 4.05% |
$23K - $26.6K
|
5.78K
$615K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
223+ 0.89% |
$22.8K - $26.4K
|
25.2K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
223+ 3.89% |
$22.8K - $26.4K
|
5.96K
$634K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
222+ 0.71% |
$22.7K - $26.3K
|
31.6K
$3.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
221+ 1.35% |
$22.6K - $26.2K
|
16.5K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
221+ 0.63% |
$22.6K - $26.2K
|
35.3K
$3.75M
|