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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-1.03K- 19.85% |
$105K - $122K
|
4.15K
$466K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.04K- 1.45% |
$106K - $123K
|
70.3K
$7.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.04K- 8.88% |
$106K - $123K
|
10.6K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-1.04K- 9.26% |
$106K - $123K
|
10.2K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.04K- 0.98% |
$106K - $123K
|
105K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.01% |
$106K - $123K
|
102K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.04K- 10.66% |
$107K - $124K
|
8.75K
$982K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.04K- 2.86% |
$107K - $124K
|
35.4K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.04K- 2.39% |
$107K - $124K
|
42.7K
$4.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.05K- 9.64% |
$107K - $124K
|
9.82K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.05K- 8.7% |
$107K - $124K
|
11K
$1.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 6.47% |
$107K - $124K
|
15.2K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 0.84% |
$107K - $124K
|
125K
$14M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 0.84% |
$108K - $125K
|
125K
$14M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 19.59% |
$108K - $125K
|
4.35K
$488K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.06K- 2.03% |
$109K - $126K
|
51.3K
$5.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.06K- 2.08% |
$109K - $126K
|
50.2K
$5.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.07K- 1.35% |
$110K - $127K
|
78.1K
$8.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.08K- 5.52% |
$110K - $127K
|
18.4K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.08K- 0.29% |
$110K - $128K
|
367K
$41.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.1K- 6.42% |
$112K - $130K
|
16K
$1.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.1K- 12.86% |
$112K - $130K
|
7.42K
$833K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 17.21% |
$112K - $130K
|
5.28K
$593K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.1K- 19.25% |
$112K - $130K
|
4.62K
$518K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.1K- 61.35% |
$112K - $130K
|
693
$77.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.11K- 19.43% |
$113K - $131K
|
4.59K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.11K- 9.5% |
$113K - $131K
|
10.6K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.11K- 1.53% |
$113K - $131K
|
71.7K
$8.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.11K- 5.79% |
$114K - $132K
|
18.1K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.13K- 35.19% |
$115K - $133K
|
2.07K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.13K- 20.99% |
$115K - $133K
|
4.24K
$476K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.13K- 4.85% |
$115K - $133K
|
22.1K
$2.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.13K- 14.46% |
$116K - $134K
|
6.7K
$751K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.14K- 5.25% |
$116K - $135K
|
20.5K
$2.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.15K- 2.29% |
$118K - $136K
|
49.1K
$5.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.15K- 18.13% |
$118K - $136K
|
5.19K
$583K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.16K- 0.85% |
$118K - $137K
|
135K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.83% |
$120K - $139K
|
140K
$15.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.18K- 7.34% |
$121K - $140K
|
14.9K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.19K- 15.06% |
$121K - $140K
|
6.69K
$750K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.19K- 15.53% |
$121K - $141K
|
6.46K
$725K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.19K- 36.61% |
$122K - $141K
|
2.06K
$232K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.19K- 3.31% |
$122K - $141K
|
34.8K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.2K- 2.25% |
$122K - $141K
|
52K
$5.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.2K- 1.68% |
$123K - $142K
|
70.3K
$7.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.2K- 7.96% |
$123K - $142K
|
13.9K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 14.81% |
$123K - $142K
|
6.9K
$774K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.23K- 8.63% |
$126K - $145K
|
13K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.23K- 9.81% |
$126K - $146K
|
11.3K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.27% |
$126K - $146K
|
96.2K
$10.8M
|