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 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-612- 16.83% |
$62.5K - $72.4K
|
3.02K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-613- 2.51% |
$62.6K - $72.5K
|
23.8K
$2.52M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-613- 2.9% |
$62.6K - $72.5K
|
20.5K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-615- 0.63% |
$62.8K - $72.8K
|
96.4K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-618- 1.49% |
$63.1K - $73.1K
|
41K
$4.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-619- 0.5% |
$63.2K - $73.3K
|
123K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-624- 4.22% |
$63.8K - $73.8K
|
14.2K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-632- 0.65% |
$64.6K - $74.8K
|
97.3K
$10.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-633- 6.96% |
$64.7K - $74.9K
|
8.47K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-633- 3.88% |
$64.7K - $74.9K
|
15.7K
$1.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-634- 8.53% |
$64.8K - $75K
|
6.8K
$720K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-635- 9.95% |
$64.9K - $75.1K
|
5.75K
$609K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-635- 1.33% |
$64.9K - $75.1K
|
47.2K
$4.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-635- 0.9% |
$64.9K - $75.1K
|
70.2K
$7.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-640- 2.43% |
$65.4K - $75.7K
|
25.7K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-641- 1.25% |
$65.5K - $75.9K
|
50.8K
$5.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-643- 12.12% |
$65.7K - $76.1K
|
4.66K
$493K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-646- 6.82% |
$66K - $76.4K
|
8.83K
$934K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-646- 3.97% |
$66K - $76.4K
|
15.6K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-650- 6.72% |
$66.4K - $76.9K
|
9.02K
$955K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-662- 2.93% |
$67.6K - $78.3K
|
21.9K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-663- 3.95% |
$67.7K - $78.5K
|
16.1K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-663- 1.25% |
$67.7K - $78.5K
|
52.5K
$5.56M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-664- 2.58% |
$67.8K - $78.6K
|
25K
$2.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-665- 2.75% |
$67.9K - $78.7K
|
23.6K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-665- 12.91% |
$67.9K - $78.7K
|
4.49K
$475K
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-674- 1.03% |
$68.9K - $79.8K
|
64.9K
$6.87M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-675- 19.86% |
$69K - $79.9K
|
2.72K
$288K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-676- 23.0% |
$69.1K - $80K
|
2.26K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-679- 2.63% |
$69.4K - $80.4K
|
25.2K
$2.66M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-681- 1.72% |
$69.6K - $80.6K
|
39K
$4.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-681- 1.72% |
$69.6K - $80.6K
|
39K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-682- 3.2% |
$69.7K - $80.7K
|
20.6K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-687- 2.43% |
$70.2K - $81.3K
|
27.6K
$2.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-688- 6.91% |
$70.3K - $81.4K
|
9.27K
$981K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-688- 18.95% |
$70.3K - $81.4K
|
2.94K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-694- 4.87% |
$70.9K - $82.1K
|
13.5K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-695- 4.71% |
$71K - $82.2K
|
14.1K
$1.49M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-695- 4.09% |
$71K - $82.2K
|
16.3K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-697- 4.21% |
$71.2K - $82.5K
|
15.9K
$1.68M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-701- 6.06% |
$71.6K - $83K
|
10.9K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-707- 7.26% |
$72.2K - $83.7K
|
9.03K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-708- 0.87% |
$72.3K - $83.8K
|
80.9K
$8.57M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-711- 1.77% |
$72.6K - $84.1K
|
39.4K
$4.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-713- 10.58% |
$72.9K - $84.4K
|
6.03K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-722- 0.51% |
$73.8K - $85.4K
|
141K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-725- 11.43% |
$74.1K - $85.8K
|
5.62K
$595K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-730- 7.17% |
$74.6K - $86.4K
|
9.46K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-731- 0.69% |
$74.7K - $86.5K
|
105K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-733- 11.06% |
$74.9K - $86.7K
|
5.9K
$624K
|