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 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
57+ 0.64% |
$5.82K - $6.75K
|
8.93K
$949K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
56+ 0.55% |
$5.72K - $6.63K
|
10.2K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
56+ 1.05% |
$5.72K - $6.63K
|
5.39K
$573K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
55+ 2.36% |
$5.62K - $6.51K
|
2.39K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
55+ 0.26% |
$5.62K - $6.51K
|
21.3K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
54+ 1.01% |
$5.52K - $6.39K
|
5.38K
$572K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
53+ 0.55% |
$5.42K - $6.27K
|
9.7K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
53+ 2.05% |
$5.42K - $6.27K
|
2.64K
$281K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
53+ 0.89% |
$5.42K - $6.27K
|
6.01K
$639K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
52+ 0.67% |
$5.31K - $6.15K
|
7.81K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
52+ 0.31% |
$5.31K - $6.15K
|
17K
$1.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
51+ 0.64% |
$5.21K - $6.04K
|
7.98K
$848K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
51+ 0.86% |
$5.21K - $6.04K
|
5.96K
$634K
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
51+ 0.92% |
$5.21K - $6.04K
|
5.58K
$593K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
51+ 0.92% |
$5.21K - $6.04K
|
5.58K
$593K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
BUY
|
- |
50+ 0.29% |
$5.11K - $5.92K
|
17.3K
$1.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
50+ 0.92% |
$5.11K - $5.92K
|
5.48K
$583K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 1.27% |
$5.11K - $5.92K
|
3.97K
$422K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
50+ 0.42% |
$5.11K - $5.92K
|
12K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.03% |
$5.11K - $5.92K
|
150K
$15.9M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
50+ 0.87% |
$5.11K - $5.92K
|
5.77K
$614K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
49+ 0.14% |
$5.01K - $5.8K
|
36.1K
$3.84M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49+ 1.21% |
$5.01K - $5.8K
|
4.08K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
49+ 2.33% |
$5.01K - $5.8K
|
2.15K
$229K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48+ 0.58% |
$4.9K - $5.68K
|
8.29K
$881K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
47+ 2.21% |
$4.8K - $5.56K
|
2.17K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
46+ 8.75% |
$4.7K - $5.44K
|
572
$60.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
45+ 0.74% |
$4.6K - $5.33K
|
6.14K
$652K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45+ 0.31% |
$4.6K - $5.33K
|
14.7K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
45+ 0.26% |
$4.6K - $5.33K
|
17.4K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
44+ 0.4% |
$4.5K - $5.21K
|
11.1K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
42+ 1.25% |
$4.29K - $4.97K
|
3.41K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
42+ 2.23% |
$4.29K - $4.97K
|
1.93K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
41+ 0.95% |
$4.19K - $4.85K
|
4.34K
$461K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
41+ 0.23% |
$4.19K - $4.85K
|
17.6K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
41+ 0.68% |
$4.19K - $4.85K
|
6.03K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
40+ 0.11% |
$4.09K - $4.73K
|
35.8K
$3.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
40+ 0.47% |
$4.09K - $4.73K
|
8.6K
$915K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
40+ 0.06% |
$4.09K - $4.73K
|
62.4K
$6.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
39+ 0.8% |
$3.99K - $4.62K
|
4.94K
$525K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
39+ 0.27% |
$3.99K - $4.62K
|
14.4K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
38+ 0.93% |
$3.88K - $4.5K
|
4.11K
$436K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
36+ 0.46% |
$3.68K - $4.26K
|
7.88K
$837K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
36+ 0.14% |
$3.68K - $4.26K
|
26K
$2.76M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35+ 0.92% |
$3.58K - $4.14K
|
3.85K
$409K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
35+ 1.84% |
$3.58K - $4.14K
|
1.94K
$206K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
35+ 0.16% |
$3.58K - $4.14K
|
22.6K
$2.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
35+ 0.09% |
$3.58K - $4.14K
|
38.1K
$4.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
35+ 0.11% |
$3.58K - $4.14K
|
31.5K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 2.59% |
$3.58K - $4.14K
|
1.39K
$148K
|