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 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-238- 2.15% |
$23.8K - $28.4K
|
10.8K
$1.12M
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-241- 6.75% |
$24.1K - $28.7K
|
3.33K
$344K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-243- 0.61% |
$24.3K - $29K
|
39.3K
$4.06M
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-245- 5.64% |
$24.5K - $29.2K
|
4.1K
$423K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-245- 0.98% |
$24.5K - $29.2K
|
24.7K
$2.56M
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-247- 8.74% |
$24.7K - $29.4K
|
2.58K
$266K
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-250- 1.49% |
$25K - $29.8K
|
16.5K
$1.71M
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-250- 1.14% |
$25K - $29.8K
|
21.7K
$2.24M
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-250- 2.02% |
$25K - $29.8K
|
12.1K
$1.25M
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-250- 11.87% |
$25K - $29.8K
|
1.86K
$192K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-253- 0.79% |
$25.3K - $30.2K
|
31.7K
$3.28M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-254- 1.05% |
$25.4K - $30.3K
|
23.9K
$2.47M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-255- 1.06% |
$25.5K - $30.4K
|
23.8K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-255- 3.32% |
$25.5K - $30.4K
|
7.42K
$766K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-258- 0.61% |
$25.8K - $30.7K
|
42K
$4.34M
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-258- 5.16% |
$25.8K - $30.7K
|
4.74K
$489K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-258- 2.85% |
$25.8K - $30.7K
|
8.81K
$909K
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-258- 0.71% |
$25.8K - $30.7K
|
36.3K
$3.75M
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-260- 0.84% |
$26K - $31K
|
30.5K
$3.15M
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-260- 3.24% |
$26K - $31K
|
7.76K
$801K
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-262- 10.84% |
$26.2K - $31.2K
|
2.16K
$223K
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-262- 3.92% |
$26.2K - $31.2K
|
6.43K
$664K
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-264- 3.64% |
$26.4K - $31.5K
|
6.98K
$721K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-265- 0.91% |
$26.5K - $31.6K
|
28.8K
$2.98M
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-265- 1.84% |
$26.5K - $31.6K
|
14.2K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-266- 1.64% |
$26.6K - $31.7K
|
15.9K
$1.65M
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-267- 5.64% |
$26.7K - $31.8K
|
4.47K
$461K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-268- 1.97% |
$26.8K - $31.9K
|
13.3K
$1.38M
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-268- 0.56% |
$26.8K - $31.9K
|
47.8K
$4.94M
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-269- 6.05% |
$26.9K - $32.1K
|
4.18K
$432K
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-272- 0.79% |
$27.2K - $32.4K
|
34.1K
$3.52M
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-272- 0.71% |
$27.2K - $32.4K
|
38.1K
$3.93M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-272- 0.49% |
$27.2K - $32.4K
|
55.5K
$5.73M
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-272- 4.04% |
$27.2K - $32.4K
|
6.46K
$668K
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-272- 9.66% |
$27.2K - $32.4K
|
2.55K
$263K
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-273- 11.41% |
$27.3K - $32.5K
|
2.12K
$219K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-273- 1.4% |
$27.3K - $32.5K
|
19.3K
$1.99M
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-275- 1.74% |
$27.5K - $32.8K
|
15.5K
$1.6M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-275- 1.01% |
$27.5K - $32.8K
|
26.8K
$2.77M
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-275- 0.56% |
$27.5K - $32.8K
|
48.5K
$5.01M
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-278- 1.57% |
$27.8K - $33.1K
|
17.4K
$1.8M
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-279- 3.42% |
$27.9K - $33.2K
|
7.88K
$814K
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-279- 0.29% |
$27.9K - $33.2K
|
95.1K
$9.82M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-279- 0.34% |
$27.9K - $33.2K
|
82.9K
$8.56M
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-280- 9.3% |
$28K - $33.4K
|
2.73K
$282K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-281- 7.46% |
$28.1K - $33.5K
|
3.49K
$360K
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-282- 2.26% |
$28.2K - $33.6K
|
12.2K
$1.26M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-286- 1.34% |
$28.6K - $34.1K
|
21.1K
$2.18M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-287- 0.72% |
$28.7K - $34.2K
|
39.7K
$4.1M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-287- 0.75% |
$28.7K - $34.2K
|
37.8K
$3.91M
|