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 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
130+ 0.46% |
$13K - $15.5K
|
28.2K
$2.91M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
128+ 0.3% |
$12.8K - $15.3K
|
43K
$4.45M
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
126+ 0.38% |
$12.6K - $15K
|
33.5K
$3.46M
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
125+ 0.29% |
$12.5K - $14.9K
|
43.9K
$4.53M
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
125+ 2.05% |
$12.5K - $14.9K
|
6.23K
$643K
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
124+ 1.66% |
$12.4K - $14.8K
|
7.59K
$784K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
124+ 0.51% |
$12.4K - $14.8K
|
24.3K
$2.5M
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
124+ 3.75% |
$12.4K - $14.8K
|
3.44K
$355K
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
122+ 4.87% |
$12.2K - $14.5K
|
2.63K
$271K
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
122+ 0.3% |
$12.2K - $14.5K
|
41.2K
$4.25M
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120+ 0.7% |
$12K - $14.3K
|
17.4K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
118+ 0.22% |
$11.8K - $14.1K
|
53.2K
$5.5M
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
116+ 5.03% |
$11.6K - $13.8K
|
2.42K
$250K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
115+ 4.35% |
$11.5K - $13.7K
|
2.76K
$285K
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
115+ 1.28% |
$11.5K - $13.7K
|
9.12K
$942K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
114+ 0.7% |
$11.4K - $13.6K
|
16.3K
$1.68M
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
114+ 1.98% |
$11.4K - $13.6K
|
5.87K
$606K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
112+ 0.8% |
$11.2K - $13.3K
|
14.1K
$1.45M
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
111+ 2.88% |
$11.1K - $13.2K
|
3.97K
$410K
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
111+ 3.18% |
$11.1K - $13.2K
|
3.6K
$372K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
111+ 1.11% |
$11.1K - $13.2K
|
10.1K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
110+ 2.0% |
$11K - $13.1K
|
5.61K
$579K
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
110+ 5.58% |
$11K - $13.1K
|
2.08K
$215K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
109+ 0.78% |
$10.9K - $13K
|
14.1K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
109+ 3.08% |
$10.9K - $13K
|
3.65K
$377K
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
109+ 0.21% |
$10.9K - $13K
|
52.9K
$5.46M
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
107+ 0.24% |
$10.7K - $12.8K
|
43.9K
$4.53M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
107+ 0.44% |
$10.7K - $12.8K
|
24.5K
$2.53M
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
107+ 0.56% |
$10.7K - $12.8K
|
19.1K
$1.97M
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
105+ 1.22% |
$10.5K - $12.5K
|
8.71K
$899K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
105+ 0.74% |
$10.5K - $12.5K
|
14.2K
$1.47M
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
104+ 17.42% |
$10.4K - $12.4K
|
701
$72.4K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
104+ 0.22% |
$10.4K - $12.4K
|
47.1K
$4.86M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
103+ 1.92% |
$10.3K - $12.3K
|
5.46K
$564K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
101+ 4.13% |
$10.1K - $12K
|
2.55K
$263K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
101+ 0.23% |
$10.1K - $12K
|
44.9K
$4.63M
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
101+ 0.83% |
$10.1K - $12K
|
12.3K
$1.27M
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
100+ 2.63% |
$9.98K - $11.9K
|
3.9K
$403K
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 0.52% |
$9.98K - $11.9K
|
19.5K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.54% |
$9.98K - $11.9K
|
6.6K
$682K
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
98+ 1.48% |
$9.78K - $11.7K
|
6.74K
$696K
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
98+ 1.25% |
$9.78K - $11.7K
|
7.97K
$823K
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
97+ 0.23% |
$9.68K - $11.6K
|
43.1K
$4.45M
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
97+ 1.17% |
$9.68K - $11.6K
|
8.42K
$869K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
96+ 0.22% |
$9.58K - $11.4K
|
44.3K
$4.58M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 1.16% |
$9.48K - $11.3K
|
8.26K
$853K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
95+ 2.27% |
$9.48K - $11.3K
|
4.28K
$442K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
94New |
$9.38K - $11.2K
|
94
$9.71K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
93+ 1.47% |
$9.29K - $11.1K
|
6.44K
$665K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
93+ 0.35% |
$9.29K - $11.1K
|
27K
$2.79M
|