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 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-26- 1.93% |
$2.6K - $3.1K
|
1.32K
$137K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-26- 1.21% |
$2.6K - $3.1K
|
2.12K
$219K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-26- 0.03% |
$2.6K - $3.1K
|
104K
$10.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-26- 1.29% |
$2.6K - $3.1K
|
1.98K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-26- 0.02% |
$2.6K - $3.1K
|
137K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.37% |
$2.7K - $3.22K
|
7.26K
$750K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-28- 1.04% |
$2.8K - $3.34K
|
2.66K
$275K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-29- 0.09% |
$2.9K - $3.46K
|
33.1K
$3.42M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-29- 0.16% |
$2.9K - $3.46K
|
18.3K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-29- 0.68% |
$2.9K - $3.46K
|
4.27K
$440K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-31- 0.1% |
$3.1K - $3.69K
|
29.6K
$3.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-32- 0.41% |
$3.19K - $3.81K
|
7.83K
$808K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-33- 0.44% |
$3.29K - $3.93K
|
7.55K
$780K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-33- 1.23% |
$3.29K - $3.93K
|
2.64K
$273K
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.25% |
$3.29K - $3.93K
|
13.2K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-34- 0.4% |
$3.39K - $4.05K
|
8.56K
$883K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-34- 0.14% |
$3.39K - $4.05K
|
23.5K
$2.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-34- 1.83% |
$3.39K - $4.05K
|
1.82K
$188K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-35- 0.1% |
$3.49K - $4.17K
|
34K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-35- 0.15% |
$3.49K - $4.17K
|
23.9K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-35- 0.19% |
$3.49K - $4.17K
|
18.9K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-36- 0.05% |
$3.59K - $4.29K
|
67.6K
$6.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-37- 0.13% |
$3.69K - $4.41K
|
28.2K
$2.91M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-37- 0.46% |
$3.69K - $4.41K
|
8.03K
$829K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-38- 0.16% |
$3.79K - $4.53K
|
24.2K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-38- 0.73% |
$3.79K - $4.53K
|
5.13K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.4% |
$3.79K - $4.53K
|
9.44K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-38- 0.36% |
$3.79K - $4.53K
|
10.4K
$1.07M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38- 4.76% |
$3.79K - $4.53K
|
760
$78.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-39- 4.01% |
$3.89K - $4.65K
|
934
$96.5K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-39- 0.28% |
$3.89K - $4.65K
|
14.1K
$1.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-40- 0.15% |
$3.99K - $4.77K
|
25.8K
$2.66M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-40- 0.14% |
$3.99K - $4.77K
|
28K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-40- 0.14% |
$3.99K - $4.77K
|
28.9K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-40- 0.96% |
$3.99K - $4.77K
|
4.13K
$427K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-41- 1.75% |
$4.09K - $4.89K
|
2.3K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 0.21% |
$4.09K - $4.89K
|
19.7K
$2.03M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-42- 0.35% |
$4.19K - $5.01K
|
11.9K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-42- 0.08% |
$4.19K - $5.01K
|
53.1K
$5.49M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-43- 0.01% |
$4.29K - $5.12K
|
581K
$60M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-43- 1.1% |
$4.29K - $5.12K
|
3.87K
$400K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-44- 0.18% |
$4.39K - $5.24K
|
24.1K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-44- 0.49% |
$4.39K - $5.24K
|
8.94K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-44- 0.94% |
$4.39K - $5.24K
|
4.61K
$476K
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-45- 0.93% |
$4.49K - $5.36K
|
4.78K
$494K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-45- 0.84% |
$4.49K - $5.36K
|
5.33K
$551K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-45- 0.09% |
$4.49K - $5.36K
|
47.3K
$4.89M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-45- 13.68% |
$4.49K - $5.36K
|
284
$29.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-46- 1.75% |
$4.59K - $5.48K
|
2.59K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-46- 0.7% |
$4.59K - $5.48K
|
6.54K
$675K
|