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 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
120+ 0.57% |
$12.3K - $14.2K
|
21.2K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
120+ 0.42% |
$12.3K - $14.2K
|
28.8K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
120+ 3.33% |
$12.3K - $14.2K
|
3.72K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
119+ 1.18% |
$12.2K - $14.1K
|
10.2K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
118+ 0.75% |
$12.1K - $14K
|
15.8K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
118+ 2.29% |
$12.1K - $14K
|
5.27K
$561K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
117+ 7.66% |
$12K - $13.8K
|
1.65K
$175K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
117+ 0.97% |
$12K - $13.8K
|
12.1K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
117+ 0.48% |
$12K - $13.8K
|
24.3K
$2.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
116+ 2.07% |
$11.9K - $13.7K
|
5.73K
$609K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
116+ 1.47% |
$11.9K - $13.7K
|
8.01K
$852K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
115+ 0.69% |
$11.8K - $13.6K
|
16.8K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
114+ 4.75% |
$11.6K - $13.5K
|
2.52K
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
114+ 1.0% |
$11.6K - $13.5K
|
11.5K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
112+ 2.1% |
$11.4K - $13.3K
|
5.45K
$579K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
112+ 1.42% |
$11.4K - $13.3K
|
8.02K
$853K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
111+ 4.52% |
$11.3K - $13.1K
|
2.57K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
110+ 1.72% |
$11.2K - $13K
|
6.52K
$693K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
108+ 0.3% |
$11K - $12.8K
|
35.5K
$3.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
107+ 0.01% |
$10.9K - $12.7K
|
968K
$103M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
107+ 3.45% |
$10.9K - $12.7K
|
3.21K
$341K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
106+ 2.3% |
$10.8K - $12.5K
|
4.72K
$502K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
106+ 1.2% |
$10.8K - $12.5K
|
8.93K
$949K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.48% |
$10.7K - $12.4K
|
22K
$2.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
104+ 0.04% |
$10.6K - $12.3K
|
237K
$25.2M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
104+ 0.04% |
$10.6K - $12.3K
|
237K
$25.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
103+ 0.84% |
$10.5K - $12.2K
|
12.4K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
103+ 1.55% |
$10.5K - $12.2K
|
6.75K
$717K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
103+ 0.64% |
$10.5K - $12.2K
|
16.2K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
103+ 1.0% |
$10.5K - $12.2K
|
10.4K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
101+ 0.12% |
$10.3K - $12K
|
84.3K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
101+ 0.14% |
$10.3K - $12K
|
70.6K
$7.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
100+ 1.67% |
$10.2K - $11.8K
|
6.1K
$649K
|
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 3.03% |
$10.2K - $11.8K
|
3.4K
$361K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100+ 5.07% |
$10.2K - $11.8K
|
2.07K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
100+ 1.71% |
$10.2K - $11.8K
|
5.95K
$632K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
98+ 0.91% |
$10K - $11.6K
|
10.9K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
98+ 0.3% |
$10K - $11.6K
|
33.1K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
98+ 0.12% |
$10K - $11.6K
|
85K
$9.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
97+ 3.76% |
$9.91K - $11.5K
|
2.68K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
96+ 0.2% |
$9.81K - $11.4K
|
48.9K
$5.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
95+ 1.6% |
$9.71K - $11.2K
|
6.04K
$642K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
94+ 0.46% |
$9.6K - $11.1K
|
20.5K
$2.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
93+ 4.6% |
$9.5K - $11K
|
2.11K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
93+ 98.94% |
$9.5K - $11K
|
187
$19.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
92+ 0.1% |
$9.4K - $10.9K
|
96.8K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
92+ 1.17% |
$9.4K - $10.9K
|
7.93K
$843K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
90+ 2.34% |
$9.2K - $10.7K
|
3.94K
$419K
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
90+ 4.08% |
$9.2K - $10.7K
|
2.29K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
90+ 2.92% |
$9.2K - $10.7K
|
3.17K
$337K
|