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 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.36K- 4.17% |
$445K - $516K
|
100K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.4K- 10.17% |
$449K - $520K
|
38.8K
$4.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.42K- 31.66% |
$451K - $523K
|
9.54K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.5K- 8.34% |
$460K - $532K
|
49.5K
$5.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.5K- 4.89% |
$460K - $533K
|
87.5K
$9.26M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.52K- 6.93% |
$462K - $535K
|
60.7K
$6.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.53K- 2.61% |
$463K - $537K
|
169K
$17.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.55K- 20.76% |
$465K - $538K
|
17.4K
$1.84M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-4.6K- 11.72% |
$470K - $545K
|
34.7K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.64K- 6.13% |
$474K - $549K
|
71K
$7.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.68K- 4.97% |
$478K - $554K
|
89.5K
$9.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.71K- 3.43% |
$482K - $558K
|
133K
$14M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.72K- 8.83% |
$482K - $559K
|
48.7K
$5.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.76K- 1.77% |
$486K - $563K
|
264K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.8K- 15.95% |
$490K - $568K
|
25.3K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.81K- 15.2% |
$491K - $569K
|
26.8K
$2.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.83K- 18.57% |
$494K - $572K
|
21.2K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4.83KClosed |
$494K - $572K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.89K- 11.67% |
$500K - $579K
|
37K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.89K- 78.21% |
$500K - $579K
|
1.36K
$144K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.95K- 16.93% |
$506K - $586K
|
24.3K
$2.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-4.99K- 4.88% |
$509K - $590K
|
97.1K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-5K- 19.38% |
$511K - $592K
|
20.8K
$2.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-5K- 6.5% |
$511K - $592K
|
71.9K
$7.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.04K- 3.51% |
$515K - $597K
|
139K
$14.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-5.1K- 9.08% |
$521K - $604K
|
51.1K
$5.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-5.14K- 21.54% |
$525K - $609K
|
18.7K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-5.14K- 66.67% |
$525K - $609K
|
2.57K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.15K- 1.47% |
$527K - $610K
|
346K
$36.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.2K- 1.35% |
$531K - $615K
|
381K
$40.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5.22K- 16.71% |
$534K - $618K
|
26K
$2.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-5.24K- 4.14% |
$536K - $621K
|
121K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5.25K- 18.79% |
$537K - $622K
|
22.7K
$2.4M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-5.27K- 24.19% |
$538K - $623K
|
16.5K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.34K- 51.87% |
$545K - $631K
|
4.95K
$524K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.36K- 2.3% |
$547K - $634K
|
228K
$24.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.5K- 4.11% |
$562K - $651K
|
128K
$13.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.51K- 9.46% |
$563K - $652K
|
52.8K
$5.58M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-5.52K- 4.98% |
$564K - $653K
|
105K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-5.54K- 19.79% |
$566K - $656K
|
22.5K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.54K- 42.62% |
$566K - $656K
|
7.46K
$790K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.56K- 9.68% |
$568K - $658K
|
51.9K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-5.6K- 2.02% |
$572K - $663K
|
272K
$28.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-5.68K- 0.48% |
$580K - $672K
|
1.18M
$125M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.7K- 6.77% |
$582K - $675K
|
78.4K
$8.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.7K- 16.76% |
$583K - $675K
|
28.3K
$3M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-5.77K- 5.52% |
$589K - $683K
|
98.8K
$10.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.81K- 10.52% |
$594K - $688K
|
49.4K
$5.23M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.82K- 11.1% |
$594K - $688K
|
46.6K
$4.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.83K- 4.63% |
$596K - $690K
|
120K
$12.7M
|