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 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-356- 2.96% |
$36.4K - $42.1K
|
11.7K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-356- 10.85% |
$36.4K - $42.1K
|
2.93K
$328K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-356- 1.73% |
$36.4K - $42.1K
|
20.2K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-359- 0.76% |
$36.7K - $42.5K
|
47.1K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-360- 0.85% |
$36.8K - $42.6K
|
41.8K
$4.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-362- 0.4% |
$37K - $42.8K
|
90.9K
$10.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-363- 3.84% |
$37.1K - $43K
|
9.1K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-363- 0.09% |
$37.1K - $43K
|
415K
$46.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-363- 29.39% |
$37.1K - $43K
|
872
$97.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-369- 2.51% |
$37.7K - $43.7K
|
14.3K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-371- 0.66% |
$37.9K - $43.9K
|
55.6K
$6.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-373- 9.05% |
$38.1K - $44.1K
|
3.75K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-374- 2.33% |
$38.2K - $44.3K
|
15.7K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
SELL
|
- |
-375- 4.27% |
$38.3K - $44.4K
|
8.4K
$943K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-379- 5.78% |
$38.7K - $44.9K
|
6.18K
$693K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-383- 1.17% |
$39.1K - $45.3K
|
32.3K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-383- 0.24% |
$39.1K - $45.3K
|
157K
$17.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-385- 0.36% |
$39.3K - $45.6K
|
106K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-385- 7.24% |
$39.3K - $45.6K
|
4.94K
$554K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-387- 4.86% |
$39.5K - $45.8K
|
7.58K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-389- 13.53% |
$39.7K - $46K
|
2.49K
$279K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-390- 5.5% |
$39.9K - $46.2K
|
6.7K
$752K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-390- 2.8% |
$39.9K - $46.2K
|
13.5K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-390- 7.23% |
$39.9K - $46.2K
|
5K
$561K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-391- 0.94% |
$40K - $46.3K
|
41.3K
$4.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-391- 2.42% |
$40K - $46.3K
|
15.8K
$1.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-393- 2.7% |
$40.2K - $46.5K
|
14.2K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-395- 9.63% |
$40.4K - $46.7K
|
3.71K
$416K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-396- 3.89% |
$40.5K - $46.9K
|
9.79K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-396- 0.7% |
$40.5K - $46.9K
|
56.2K
$6.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-398- 3.25% |
$40.7K - $47.1K
|
11.8K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-398- 4.02% |
$40.7K - $47.1K
|
9.5K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-398- 0.59% |
$40.7K - $47.1K
|
67.2K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-398- 5.21% |
$40.7K - $47.1K
|
7.25K
$813K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-400- 4.92% |
$40.9K - $47.3K
|
7.73K
$867K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-400- 8.79% |
$40.9K - $47.3K
|
4.15K
$466K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-400- 5.76% |
$40.9K - $47.3K
|
6.55K
$735K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 5.06% |
$40.9K - $47.3K
|
7.5K
$842K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 8.74% |
$40.9K - $47.3K
|
4.18K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-400- 0.8% |
$40.9K - $47.3K
|
49.3K
$5.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-402- 3.3% |
$41.1K - $47.6K
|
11.8K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-405- 1.37% |
$41.4K - $47.9K
|
29.1K
$3.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-405- 2.5% |
$41.4K - $47.9K
|
15.8K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-405- 1.5% |
$41.4K - $47.9K
|
26.6K
$2.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-406- 3.96% |
$41.5K - $48K
|
9.86K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-406- 1.87% |
$41.5K - $48K
|
21.3K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-408- 0.91% |
$41.7K - $48.3K
|
44.4K
$4.98M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-408- 15.45% |
$41.7K - $48.3K
|
2.23K
$251K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-409- 1.58% |
$41.8K - $48.4K
|
25.5K
$2.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-410- 2.92% |
$41.9K - $48.5K
|
13.6K
$1.53M
|