Purchases and Sales Made in Q1 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.81K+ 6.07% |
$380K - $454K
|
66.6K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.81K+ 3.48% |
$380K - $454K
|
113K
$12.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3.8K+ 10.88% |
$380K - $453K
|
38.8K
$4.32M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.64KNew |
$364K - $434K
|
3.64K
$406K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.63K+ 20.15% |
$363K - $433K
|
21.7K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.63K+ 1.42% |
$362K - $433K
|
260K
$28.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.62K+ 3.07% |
$362K - $432K
|
122K
$13.6M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.61KNew |
$361K - $430K
|
3.61K
$403K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.6K+ 20.81% |
$359K - $429K
|
20.9K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.59K+ 5.66% |
$359K - $428K
|
67.1K
$7.48M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
3.58K+ 9.02% |
$357K - $426K
|
43.2K
$4.82M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.56KNew |
$356K - $425K
|
3.56K
$397K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.56K+ 12.32% |
$356K - $424K
|
32.5K
$3.62M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.55KNew |
$355K - $424K
|
3.55K
$396K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
3.46K+ 2.33% |
$346K - $412K
|
152K
$16.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.44K+ 35.39% |
$344K - $410K
|
13.2K
$1.47M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.42K+ 2.13% |
$341K - $408K
|
164K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.41K+ 1.54% |
$340K - $406K
|
224K
$25M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.38K+ 0.5% |
$337K - $402K
|
682K
$76M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.36K+ 7.75% |
$336K - $401K
|
46.7K
$5.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.32K+ 5.29% |
$332K - $396K
|
66.2K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.3KNew |
$329K - $393K
|
3.3K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.28K+ 63.56% |
$327K - $390K
|
8.43K
$940K
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
3.27KNew |
$326K - $390K
|
3.27K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.26K+ 2.15% |
$325K - $388K
|
155K
$17.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.25K+ 23.42% |
$324K - $387K
|
17.1K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.25K+ 4.38% |
$324K - $387K
|
77.5K
$8.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.22K+ 6.74% |
$321K - $384K
|
51K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.22KNew |
$321K - $384K
|
3.22K
$359K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
3.21KNew |
$321K - $383K
|
3.21K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.21K+ 5.0% |
$320K - $382K
|
67.3K
$7.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.2K+ 5.54% |
$319K - $381K
|
60.9K
$6.79M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.19K+ 69.98% |
$318K - $380K
|
7.74K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.18K+ 64.97% |
$317K - $379K
|
8.07K
$900K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.18K+ 4.35% |
$317K - $379K
|
76.3K
$8.5M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.17K+ 17.21% |
$316K - $378K
|
21.6K
$2.41M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.16K+ 4.72% |
$315K - $376K
|
69.9K
$7.8M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.15K+ 25.44% |
$315K - $376K
|
15.5K
$1.73M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.14KNew |
$314K - $374K
|
3.14K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.13K+ 5.67% |
$312K - $373K
|
58.3K
$6.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.12K+ 0.97% |
$311K - $372K
|
326K
$36.3M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.11K+ 44485.71% |
$311K - $371K
|
3.12K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.09K+ 3.44% |
$308K - $368K
|
93K
$10.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.07K+ 3.44% |
$306K - $366K
|
92.3K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
3.07KNew |
$306K - $365K
|
3.07K
$342K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.07K+ 4.49% |
$306K - $365K
|
71.3K
$7.95M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.05KNew |
$305K - $364K
|
3.05K
$340K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.05KNew |
$305K - $363K
|
3.05K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.05KNew |
$304K - $363K
|
3.05K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.02K+ 1.87% |
$301K - $360K
|
164K
$18.3M
|