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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
300+ 5.54% |
$30K - $35.8K
|
5.72K
$626K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
300+ 1.92% |
$30K - $35.8K
|
16K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
300+ 1.19% |
$30K - $35.8K
|
25.4K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
300+ 14.35% |
$30K - $35.8K
|
2.39K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 3.05% |
$30K - $35.8K
|
10.1K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
299+ 2.07% |
$29.9K - $35.6K
|
14.7K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
294+ 1.27% |
$29.4K - $35K
|
23.5K
$2.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
293+ 1.83% |
$29.3K - $34.9K
|
16.3K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
293+ 8.63% |
$29.3K - $34.9K
|
3.69K
$404K
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
292+ 3.83% |
$29.2K - $34.8K
|
7.92K
$868K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
289+ 1.58% |
$28.9K - $34.4K
|
18.5K
$2.03M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
285+ 7.03% |
$28.5K - $34K
|
4.34K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
285+ 0.34% |
$28.5K - $34K
|
84.5K
$9.26M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
282+ 8.62% |
$28.2K - $33.6K
|
3.56K
$389K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
281+ 0.44% |
$28.1K - $33.5K
|
64.8K
$7.09M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
281+ 3.42% |
$28.1K - $33.5K
|
8.5K
$931K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
280+ 2.51% |
$28K - $33.4K
|
11.4K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
279+ 52.74% |
$27.9K - $33.2K
|
808
$88.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
278+ 3.07% |
$27.8K - $33.1K
|
9.35K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
277+ 12.06% |
$27.7K - $33K
|
2.57K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
276+ 1.35% |
$27.6K - $32.9K
|
20.7K
$2.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
275+ 2.78% |
$27.5K - $32.8K
|
10.2K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
275+ 10.59% |
$27.5K - $32.8K
|
2.87K
$315K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
273+ 7.1% |
$27.3K - $32.5K
|
4.12K
$451K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
272+ 1.04% |
$27.2K - $32.4K
|
26.5K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
270+ 0.43% |
$27K - $32.2K
|
63.7K
$6.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
267+ 8.98% |
$26.7K - $31.8K
|
3.24K
$355K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
267+ 2.5% |
$26.7K - $31.8K
|
11K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
266+ 5.69% |
$26.6K - $31.7K
|
4.94K
$541K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
266+ 2.74% |
$26.6K - $31.7K
|
9.97K
$1.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
265+ 5.93% |
$26.5K - $31.6K
|
4.73K
$518K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
264+ 3.14% |
$26.4K - $31.5K
|
8.67K
$950K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
262+ 5.19% |
$26.2K - $31.2K
|
5.31K
$581K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
262+ 4.83% |
$26.2K - $31.2K
|
5.69K
$623K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
253+ 1.83% |
$25.3K - $30.2K
|
14.1K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
251+ 0.59% |
$25.1K - $29.9K
|
42.8K
$4.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
249+ 2.5% |
$24.9K - $29.7K
|
10.2K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
248+ 2.0% |
$24.8K - $29.6K
|
12.7K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
247+ 2.83% |
$24.7K - $29.4K
|
8.97K
$983K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
247+ 0.94% |
$24.7K - $29.4K
|
26.6K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
246+ 6.12% |
$24.6K - $29.3K
|
4.27K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
245+ 0.59% |
$24.5K - $29.2K
|
42K
$4.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
242+ 8.52% |
$24.2K - $28.8K
|
3.08K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
242+ 15.67% |
$24.2K - $28.8K
|
1.79K
$196K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
241+ 10.82% |
$24.1K - $28.7K
|
2.47K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
240+ 0.34% |
$24K - $28.6K
|
70.6K
$7.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
239+ 5.96% |
$23.9K - $28.5K
|
4.25K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
239+ 4.45% |
$23.9K - $28.5K
|
5.62K
$615K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
239+ 1.27% |
$23.9K - $28.5K
|
19K
$2.09M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
238+ 0.68% |
$23.8K - $28.4K
|
35.2K
$3.86M
|