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
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 6.47% |
$107K - $124K
|
15.2K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 0.84% |
$107K - $124K
|
125K
$13.2M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 0.84% |
$108K - $125K
|
125K
$13.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 19.59% |
$108K - $125K
|
4.35K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.06K- 2.03% |
$109K - $126K
|
51.3K
$5.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.06K- 2.08% |
$109K - $126K
|
50.2K
$5.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.07K- 1.35% |
$110K - $127K
|
78.1K
$8.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.08K- 5.52% |
$110K - $127K
|
18.4K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.08K- 0.29% |
$110K - $128K
|
367K
$38.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.1K- 6.42% |
$112K - $130K
|
16K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.1K- 12.86% |
$112K - $130K
|
7.42K
$786K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 17.21% |
$112K - $130K
|
5.28K
$559K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.1K- 19.25% |
$112K - $130K
|
4.62K
$489K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.1K- 61.35% |
$112K - $130K
|
693
$73.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.11K- 19.43% |
$113K - $131K
|
4.59K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.11K- 9.5% |
$113K - $131K
|
10.6K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.11K- 1.53% |
$113K - $131K
|
71.7K
$7.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.11K- 5.79% |
$114K - $132K
|
18.1K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.13K- 35.19% |
$115K - $133K
|
2.07K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.13K- 20.99% |
$115K - $133K
|
4.24K
$449K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.13K- 4.85% |
$115K - $133K
|
22.1K
$2.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.13K- 14.46% |
$116K - $134K
|
6.7K
$709K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.14K- 5.25% |
$116K - $135K
|
20.5K
$2.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.15K- 2.29% |
$118K - $136K
|
49.1K
$5.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.15K- 18.13% |
$118K - $136K
|
5.19K
$550K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.16K- 0.85% |
$118K - $137K
|
135K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.83% |
$120K - $139K
|
140K
$14.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.18K- 7.34% |
$121K - $140K
|
14.9K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.19K- 15.06% |
$121K - $140K
|
6.69K
$708K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.19K- 15.53% |
$121K - $141K
|
6.46K
$684K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.19K- 36.61% |
$122K - $141K
|
2.06K
$219K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.19K- 3.31% |
$122K - $141K
|
34.8K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.2K- 2.25% |
$122K - $141K
|
52K
$5.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.2K- 1.68% |
$123K - $142K
|
70.3K
$7.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.2K- 7.96% |
$123K - $142K
|
13.9K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 14.81% |
$123K - $142K
|
6.9K
$731K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.23K- 8.63% |
$126K - $145K
|
13K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.23K- 9.81% |
$126K - $146K
|
11.3K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.27% |
$126K - $146K
|
96.2K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.24K- 6.4% |
$126K - $146K
|
18.1K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.25K- 14.5% |
$128K - $148K
|
7.36K
$779K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.25K- 5.12% |
$128K - $148K
|
23.2K
$2.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.28K- 5.82% |
$130K - $151K
|
20.7K
$2.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-1.28K- 8.09% |
$131K - $152K
|
14.5K
$1.54M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.28K- 18.6% |
$131K - $152K
|
5.61K
$594K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.3K- 3.18% |
$132K - $153K
|
39.4K
$4.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.3K- 32.5% |
$133K - $154K
|
2.7K
$286K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.31K- 2.56% |
$133K - $154K
|
49.6K
$5.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.31K- 2.45% |
$134K - $155K
|
52K
$5.5M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.32K- 10.82% |
$134K - $156K
|
10.8K
$1.15M
|