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 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
221+ 1.8% |
$22.6K - $26.2K
|
12.5K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
220+ 0.67% |
$22.5K - $26K
|
33.3K
$3.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
219+ 0.11% |
$22.4K - $25.9K
|
193K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
215+ 0.85% |
$22K - $25.4K
|
25.6K
$2.72M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
213+ 40.34% |
$21.8K - $25.2K
|
741
$78.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
212+ 1.47% |
$21.7K - $25.1K
|
14.7K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
211+ 4.63% |
$21.6K - $25K
|
4.77K
$508K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
211+ 1.68% |
$21.6K - $25K
|
12.8K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
209+ 0.35% |
$21.4K - $24.7K
|
59.4K
$6.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
206+ 7.34% |
$21K - $24.4K
|
3.01K
$320K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
205+ 0.13% |
$20.9K - $24.3K
|
163K
$17.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
202+ 3.5% |
$20.6K - $23.9K
|
5.98K
$636K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
202+ 2.11% |
$20.6K - $23.9K
|
9.76K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
201+ 11.71% |
$20.5K - $23.8K
|
1.92K
$204K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
200+ 1.9% |
$20.4K - $23.7K
|
10.7K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
200+ 5.15% |
$20.4K - $23.7K
|
4.08K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 6.92% |
$20.4K - $23.7K
|
3.09K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
200+ 0.3% |
$20.4K - $23.7K
|
66.8K
$7.11M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
200+ 8.7% |
$20.4K - $23.7K
|
2.5K
$266K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
199+ 1.04% |
$20.3K - $23.5K
|
19.3K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
198+ 0.04% |
$20.2K - $23.4K
|
491K
$52.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
194New |
$19.8K - $23K
|
194
$20.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
193+ 2.47% |
$19.7K - $22.8K
|
8.02K
$853K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
192+ 0.68% |
$19.6K - $22.7K
|
28.5K
$3.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
191+ 0.79% |
$19.5K - $22.6K
|
24.4K
$2.59M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
191+ 9.07% |
$19.5K - $22.6K
|
2.3K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
189+ 1.08% |
$19.3K - $22.4K
|
17.7K
$1.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
183+ 0.24% |
$18.7K - $21.7K
|
76.5K
$8.14M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
182+ 9.19% |
$18.6K - $21.5K
|
2.16K
$230K
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
182+ 0.6% |
$18.6K - $21.5K
|
30.7K
$3.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
180+ 1.38% |
$18.4K - $21.3K
|
13.2K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
178+ 0.91% |
$18.2K - $21.1K
|
19.8K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
178+ 0.59% |
$18.2K - $21.1K
|
30.5K
$3.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
176+ 5.88% |
$18K - $20.8K
|
3.17K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
175+ 1.67% |
$17.9K - $20.7K
|
10.7K
$1.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
175+ 2.4% |
$17.9K - $20.7K
|
7.46K
$794K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
175+ 4.28% |
$17.9K - $20.7K
|
4.26K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
173+ 0.92% |
$17.7K - $20.5K
|
19K
$2.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
172+ 0.4% |
$17.6K - $20.4K
|
43.2K
$4.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
172+ 4.74% |
$17.6K - $20.4K
|
3.8K
$405K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
171+ 0.84% |
$17.5K - $20.2K
|
20.6K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
170+ 2.26% |
$17.4K - $20.1K
|
7.68K
$817K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
170+ 3.92% |
$17.4K - $20.1K
|
4.51K
$480K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
167+ 4.57% |
$17.1K - $19.8K
|
3.82K
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
167+ 0.51% |
$17.1K - $19.8K
|
33.2K
$3.54M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
167+ 5.53% |
$17.1K - $19.8K
|
3.19K
$339K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
165+ 0.51% |
$16.9K - $19.5K
|
32.5K
$3.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
163+ 4.51% |
$16.7K - $19.3K
|
3.78K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
163+ 1.63% |
$16.7K - $19.3K
|
10.2K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
162+ 1.22% |
$16.6K - $19.2K
|
13.4K
$1.42M
|