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 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-261- 6.32% |
$26.7K - $30.9K
|
3.87K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-263- 1.44% |
$26.9K - $31.1K
|
18K
$1.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-264- 0.52% |
$27K - $31.2K
|
50.8K
$5.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-265- 1.89% |
$27.1K - $31.4K
|
13.8K
$1.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-265- 1.0% |
$27.1K - $31.4K
|
26.1K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-266- 0.7% |
$27.2K - $31.5K
|
37.6K
$3.98M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-266- 0.68% |
$27.2K - $31.5K
|
39K
$4.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-267- 0.75% |
$27.3K - $31.6K
|
35.6K
$3.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-268- 1.56% |
$27.4K - $31.7K
|
16.9K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-275- 9.58% |
$28.1K - $32.5K
|
2.6K
$275K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-275- 1.38% |
$28.1K - $32.5K
|
19.7K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-275- 0.58% |
$28.1K - $32.5K
|
47.3K
$5.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-275- 1.92% |
$28.1K - $32.5K
|
14K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-275- 1.21% |
$28.1K - $32.5K
|
22.5K
$2.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-276- 0.3% |
$28.2K - $32.7K
|
92.1K
$9.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-280- 0.75% |
$28.6K - $33.1K
|
37K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-280- 4.41% |
$28.6K - $33.1K
|
6.07K
$643K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-281- 4.37% |
$28.7K - $33.3K
|
6.15K
$651K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-281- 8.44% |
$28.7K - $33.3K
|
3.05K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-281- 0.61% |
$28.7K - $33.3K
|
45.9K
$4.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-281- 2.66% |
$28.7K - $33.3K
|
10.3K
$1.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-283- 1.18% |
$28.9K - $33.5K
|
23.8K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-283- 4.02% |
$28.9K - $33.5K
|
6.77K
$716K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-286- 0.58% |
$29.2K - $33.8K
|
49.1K
$5.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-289- 3.67% |
$29.5K - $34.2K
|
7.58K
$803K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-289- 1.18% |
$29.5K - $34.2K
|
24.2K
$2.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-292- 3.33% |
$29.8K - $34.6K
|
8.47K
$897K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-292- 1.96% |
$29.8K - $34.6K
|
14.6K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-292- 0.77% |
$29.8K - $34.6K
|
37.8K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-293- 1.77% |
$29.9K - $34.7K
|
16.3K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-294- 2.39% |
$30K - $34.8K
|
12K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-296- 1.6% |
$30.2K - $35K
|
18.2K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-296- 8.53% |
$30.2K - $35K
|
3.18K
$336K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-298- 29.89% |
$30.4K - $35.3K
|
699
$74K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-299- 1.75% |
$30.6K - $35.4K
|
16.8K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-299- 0.45% |
$30.6K - $35.4K
|
66.5K
$7.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-300- 1.26% |
$30.7K - $35.5K
|
23.5K
$2.48M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-300- 0.72% |
$30.7K - $35.5K
|
41.4K
$4.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-300- 2.67% |
$30.7K - $35.5K
|
10.9K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-300- 12.4% |
$30.7K - $35.5K
|
2.12K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-300- 10.0% |
$30.7K - $35.5K
|
2.7K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-300- 5.49% |
$30.7K - $35.5K
|
5.16K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-301- 12.71% |
$30.8K - $35.6K
|
2.07K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-301- 37.25% |
$30.8K - $35.6K
|
507
$53.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-302- 6.68% |
$30.9K - $35.7K
|
4.22K
$447K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-302- 3.18% |
$30.9K - $35.7K
|
9.19K
$973K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-303- 0.86% |
$31K - $35.9K
|
35K
$3.7M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-303- 5.55% |
$31K - $35.9K
|
5.16K
$546K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-309- 10.33% |
$31.6K - $36.6K
|
2.68K
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-309- 2.41% |
$31.6K - $36.6K
|
12.5K
$1.32M
|