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
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8+ 0.04% |
$817 - $947
|
20.1K
$2.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
7+ 0.04% |
$715 - $828
|
16.1K
$1.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$715 - $828
|
1.88K
$200K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$715 - $828
|
6.96K
$740K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$715 - $828
|
13.5K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7+ 0.1% |
$715 - $828
|
6.86K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.22% |
$715 - $828
|
3.24K
$344K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.28% |
$613 - $710
|
2.13K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.11% |
$613 - $710
|
5.31K
$564K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6+ 0.2% |
$613 - $710
|
3.06K
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6+ 0.19% |
$613 - $710
|
3.18K
$338K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
6+ 0.26% |
$613 - $710
|
2.3K
$244K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6+ 0.2% |
$613 - $710
|
3.06K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
6+ 0.18% |
$613 - $710
|
3.41K
$363K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.1% |
$511 - $592
|
4.99K
$530K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5+ 0.15% |
$511 - $592
|
3.34K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
5+ 0.26% |
$511 - $592
|
1.93K
$206K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$511 - $592
|
3.4K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.0% |
$511 - $592
|
132K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$511 - $592
|
4.38K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.87% |
$511 - $592
|
581
$61.8K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$511 - $592
|
5.83K
$620K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$409 - $473
|
5.42K
$576K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.07% |
$409 - $473
|
5.4K
$574K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.57% |
$409 - $473
|
705
$74.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.02% |
$409 - $473
|
18.2K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$409 - $473
|
7.94K
$844K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
4+ 0.17% |
$409 - $473
|
2.38K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$409 - $473
|
12.8K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.02% |
$409 - $473
|
24.1K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.03% |
$409 - $473
|
14.5K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.16% |
$409 - $473
|
2.57K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.06% |
$307 - $355
|
4.67K
$496K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.08% |
$307 - $355
|
3.61K
$384K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3+ 0.07% |
$307 - $355
|
4.04K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$307 - $355
|
11.1K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.05% |
$307 - $355
|
6.11K
$650K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.12% |
$307 - $355
|
2.41K
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.08% |
$307 - $355
|
3.62K
$385K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$307 - $355
|
3.61K
$384K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.53% |
$307 - $355
|
574
$61K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$307 - $355
|
15.3K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3+ 0.02% |
$307 - $355
|
14.1K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3+ 0.05% |
$307 - $355
|
5.58K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.05% |
$307 - $355
|
5.93K
$630K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$307 - $355
|
13.4K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$307 - $355
|
7.58K
$806K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.93% |
$204 - $237
|
217
$23.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.01% |
$204 - $237
|
19K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
2+ 0.02% |
$204 - $237
|
8.98K
$955K
|