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
|
Mattern Wealth Management LLC
|
SELL
|
- |
-398- 1.62% |
$39.7K - $47.4K
|
24.1K
$2.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-400- 1.31% |
$39.9K - $47.7K
|
30.1K
$3.1M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 30.05% |
$39.9K - $47.7K
|
931
$96.1K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-400- 4.5% |
$39.9K - $47.7K
|
8.49K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-400- 14.61% |
$39.9K - $47.7K
|
2.34K
$241K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-404- 5.92% |
$40.3K - $48.1K
|
6.42K
$663K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-406- 0.14% |
$40.5K - $48.4K
|
287K
$29.6M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-408- 0.32% |
$40.7K - $48.6K
|
127K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-410- 6.15% |
$40.9K - $48.9K
|
6.25K
$646K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-411- 9.91% |
$41K - $49K
|
3.74K
$386K
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
SELL
|
- |
-412- 1.13% |
$41.1K - $49.1K
|
35.9K
$3.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-413- 4.16% |
$41.2K - $49.2K
|
9.52K
$983K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-417- 3.73% |
$41.6K - $49.7K
|
10.8K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-418- 4.03% |
$41.7K - $49.8K
|
9.96K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-418- 8.54% |
$41.7K - $49.8K
|
4.48K
$463K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-419- 8.9% |
$41.8K - $49.9K
|
4.29K
$443K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-420- 2.09% |
$41.9K - $50.1K
|
19.7K
$2.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-421- 1.01% |
$42K - $50.2K
|
41.1K
$4.25M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-423- 4.35% |
$42.2K - $50.4K
|
9.31K
$961K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-423- 17.92% |
$42.2K - $50.4K
|
1.94K
$200K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-429- 13.07% |
$42.8K - $51.1K
|
2.85K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-429- 4.05% |
$42.8K - $51.1K
|
10.2K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-432- 2.29% |
$43.1K - $51.5K
|
18.4K
$1.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-433- 0.58% |
$43.2K - $51.6K
|
73.7K
$7.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-434- 1.3% |
$43.3K - $51.7K
|
32.8K
$3.39M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-435- 3.37% |
$43.4K - $51.8K
|
12.5K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-436- 7.22% |
$43.5K - $52K
|
5.6K
$579K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-438- 10.67% |
$43.7K - $52.2K
|
3.67K
$379K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-440- 2.52% |
$43.9K - $52.4K
|
17K
$1.76M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-440- 7.03% |
$43.9K - $52.4K
|
5.82K
$601K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-441- 3.83% |
$44K - $52.6K
|
11.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-443- 0.45% |
$44.2K - $52.8K
|
97.5K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-450- 0.8% |
$44.9K - $53.6K
|
55.6K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-450- 8.82% |
$44.9K - $53.6K
|
4.65K
$480K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-453- 0.64% |
$45.2K - $54K
|
70K
$7.23M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-453- 11.76% |
$45.2K - $54K
|
3.4K
$351K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-454- 4.89% |
$45.3K - $54.1K
|
8.83K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-458- 0.54% |
$45.7K - $54.6K
|
84.6K
$8.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-459- 7.01% |
$45.8K - $54.7K
|
6.09K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-460- 10.94% |
$45.9K - $54.8K
|
3.74K
$387K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-466- 1.39% |
$46.5K - $55.5K
|
33K
$3.4M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-468- 0.94% |
$46.7K - $55.8K
|
49.3K
$5.1M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-473- 8.8% |
$47.2K - $56.4K
|
4.9K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-474- 0.95% |
$47.3K - $56.5K
|
49.4K
$5.1M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-476- 8.2% |
$47.5K - $56.7K
|
5.33K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-478- 1.78% |
$47.7K - $57K
|
26.4K
$2.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-480- 3.72% |
$47.9K - $57.2K
|
12.4K
$1.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-480- 2.52% |
$47.9K - $57.2K
|
18.6K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-480- 8.49% |
$47.9K - $57.2K
|
5.18K
$534K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-485- 6.04% |
$48.4K - $57.8K
|
7.54K
$779K
|