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
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-585- 2.67% |
$58.4K - $69.7K
|
21.3K
$2.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-585- 1.26% |
$58.4K - $69.7K
|
45.8K
$4.72M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-585- 3.64% |
$58.4K - $69.7K
|
15.5K
$1.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-588- 4.27% |
$58.7K - $70.1K
|
13.2K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-589- 9.84% |
$58.8K - $70.2K
|
5.4K
$557K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-590- 1.14% |
$58.9K - $70.3K
|
51.2K
$5.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-593- 9.58% |
$59.2K - $70.7K
|
5.6K
$578K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-600- 1.77% |
$59.9K - $71.5K
|
33.2K
$3.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-601- 10.0% |
$60K - $71.6K
|
5.41K
$559K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-605- 2.73% |
$60.4K - $72.1K
|
21.6K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-608- 11.18% |
$60.7K - $72.5K
|
4.83K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-610- 14.07% |
$60.9K - $72.7K
|
3.72K
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-611- 0.6% |
$61K - $72.8K
|
101K
$10.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-613- 1.84% |
$61.2K - $73.1K
|
32.6K
$3.37M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-613- 0.24% |
$61.2K - $73.1K
|
260K
$26.8M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-614- 2.32% |
$61.3K - $73.2K
|
25.8K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-617- 4.8% |
$61.6K - $73.5K
|
12.2K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-620- 6.65% |
$61.9K - $73.9K
|
8.71K
$899K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-622- 15.24% |
$62.1K - $74.1K
|
3.46K
$357K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-622- 2.42% |
$62.1K - $74.1K
|
25.1K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-623- 82.96% |
$62.2K - $74.2K
|
128
$13.2K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-623- 18.03% |
$62.2K - $74.2K
|
2.83K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-624- 4.77% |
$62.3K - $74.4K
|
12.5K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-628- 0.44% |
$62.7K - $74.8K
|
143K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-642- 57.22% |
$64.1K - $76.5K
|
480
$49.6K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-646- 47.64% |
$64.5K - $77K
|
710
$73.3K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-648- 5.49% |
$64.7K - $77.2K
|
11.2K
$1.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-650- 5.55% |
$64.9K - $77.5K
|
11.1K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-650- 0.61% |
$64.9K - $77.5K
|
106K
$10.9M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-650- 7.85% |
$64.9K - $77.5K
|
7.63K
$788K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-650- 10.66% |
$64.9K - $77.5K
|
5.45K
$562K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-653- 25.21% |
$65.2K - $77.8K
|
1.94K
$200K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-654- 3.06% |
$65.3K - $77.9K
|
20.7K
$2.14M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-657- 10.94% |
$65.6K - $78.3K
|
5.35K
$552K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-658- 7.52% |
$65.7K - $78.4K
|
8.09K
$835K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-662- 1.27% |
$66.1K - $78.9K
|
51.6K
$5.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-664- 10.16% |
$66.3K - $79.1K
|
5.87K
$606K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-664- 1.96% |
$66.3K - $79.1K
|
33.3K
$3.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-665- 5.9% |
$66.4K - $79.2K
|
10.6K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-669- 3.86% |
$66.8K - $79.7K
|
16.6K
$1.72M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-670- 3.99% |
$66.9K - $79.8K
|
16.1K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-671- 1.18% |
$67K - $80K
|
56.2K
$5.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-673- 2.34% |
$67.2K - $80.2K
|
28K
$2.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-678- 1.15% |
$67.7K - $80.8K
|
58.3K
$6.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-680- 5.16% |
$67.9K - $81K
|
12.5K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-681- 5.15% |
$68K - $81.2K
|
12.5K
$1.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-685- 3.43% |
$68.4K - $81.6K
|
19.3K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-685- 4.95% |
$68.4K - $81.6K
|
13.2K
$1.36M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-690- 15.84% |
$68.9K - $82.2K
|
3.67K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-691- 3.02% |
$69K - $82.3K
|
22.2K
$2.29M
|