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
|
First Bank & Trust
|
SELL
|
- |
-1.9K- 22.08% |
$195K - $225K
|
6.72K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.91K- 8.92% |
$195K - $226K
|
19.5K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.91K- 1.65% |
$195K - $226K
|
114K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.91K- 0.28% |
$195K - $226K
|
683K
$75.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.91K- 6.68% |
$196K - $227K
|
26.8K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.91K- 1.48% |
$196K - $227K
|
128K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.95K- 3.47% |
$199K - $231K
|
54.3K
$6.01M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.95K- 3.47% |
$199K - $231K
|
54.3K
$6.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.96K- 6.04% |
$200K - $232K
|
30.5K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.96K- 8.76% |
$200K - $232K
|
20.4K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.97K- 1.82% |
$201K - $233K
|
106K
$11.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.97K- 1.7% |
$201K - $233K
|
114K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2K- 9.05% |
$204K - $236K
|
20.1K
$2.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-2K- 2.0% |
$204K - $237K
|
98K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.02K- 3.7% |
$206K - $239K
|
52.5K
$5.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-2.02K- 2.99% |
$207K - $239K
|
65.6K
$7.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.03K- 7.63% |
$207K - $240K
|
24.5K
$2.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.04K- 17.68% |
$208K - $241K
|
9.48K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.05K- 4.13% |
$209K - $242K
|
47.6K
$5.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 6.45% |
$209K - $243K
|
29.7K
$3.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.05K- 5.09% |
$210K - $243K
|
38.3K
$4.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.06K- 19.09% |
$211K - $244K
|
8.74K
$968K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 9.84% |
$211K - $244K
|
18.9K
$2.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.07K- 8.54% |
$212K - $245K
|
22.2K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.08K- 3.46% |
$212K - $246K
|
58K
$6.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.09K- 7.61% |
$213K - $247K
|
25.4K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.11K- 6.2% |
$215K - $249K
|
31.9K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12K- 7.0% |
$217K - $251K
|
28.2K
$3.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.14K- 1.5% |
$219K - $254K
|
141K
$15.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-2.16K- 4.67% |
$221K - $256K
|
44.1K
$4.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.17K- 0.83% |
$221K - $256K
|
259K
$28.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 6.65% |
$222K - $257K
|
30.4K
$3.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 69.29% |
$222K - $257K
|
963
$107K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.19K- 2.12% |
$223K - $259K
|
101K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.2K- 31.6% |
$225K - $260K
|
4.76K
$528K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.21K- 30.12% |
$226K - $261K
|
5.13K
$568K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 4.49% |
$226K - $262K
|
47.1K
$5.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.22K- 17.37% |
$227K - $263K
|
10.6K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.24K- 1.76% |
$229K - $265K
|
125K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.24K- 7.74% |
$229K - $265K
|
26.6K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-2.24K- 12.24% |
$229K - $265K
|
16K
$1.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-2.24K- 2.09% |
$229K - $265K
|
105K
$11.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.25K- 5.63% |
$230K - $267K
|
37.8K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.29K- 40.24% |
$234K - $271K
|
3.4K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.29K- 3.26% |
$234K - $271K
|
68K
$7.53M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.31K- 13.94% |
$236K - $273K
|
14.2K
$1.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.33K- 9.47% |
$238K - $276K
|
22.3K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.64% |
$238K - $276K
|
61.8K
$6.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.35K- 32.71% |
$240K - $278K
|
4.83K
$535K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.35K- 3.21% |
$240K - $278K
|
70.9K
$7.86M
|