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 |
---|---|---|---|---|---|---|---|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
23.8K+ 262.68% |
$2.37M - $2.83M
|
32.8K
$3.66M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
23.5K+ 49.45% |
$2.34M - $2.8M
|
70.9K
$7.9M
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
23.4K+ 0.37% |
$2.34M - $2.79M
|
6.39M
$712M
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
23.3K+ 56.51% |
$2.33M - $2.78M
|
64.5K
$7.19M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23.2K+ 17.88% |
$2.32M - $2.76M
|
153K
$17M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23K+ 236.72% |
$2.29M - $2.74M
|
32.6K
$3.64M
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 451.58% |
$2.28M - $2.73M
|
28K
$3.12M
|
|
May 15, 2023
Q1 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
BUY
|
- |
22.5KNew |
$2.25M - $2.68M
|
22.5K
$2.51M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
22.4K+ 20.95% |
$2.24M - $2.68M
|
130K
$14.4M
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
22.1KNew |
$2.2M - $2.63M
|
22.1K
$2.46M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
21.8K+ 21.57% |
$2.17M - $2.59M
|
123K
$13.7M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
21.6K+ 0.01% |
$2.16M - $2.57M
|
393M
$43.8B
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
21.4KNew |
$2.14M - $2.55M
|
21.4K
$2.39M
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
21.4K+ 9.69% |
$2.14M - $2.55M
|
242K
$27M
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21.3KNew |
$2.13M - $2.54M
|
21.3K
$2.37M
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
21.2K+ 1.28% |
$2.12M - $2.53M
|
1.67M
$187M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.9KNew |
$2.09M - $2.5M
|
20.9K
$2.33M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20.8KNew |
$2.08M - $2.48M
|
20.8K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
20.8KNew |
$2.08M - $2.48M
|
20.8K
$2.32M
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
20.7K+ 110.08% |
$2.07M - $2.47M
|
39.5K
$4.4M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 10.55% |
$2.05M - $2.45M
|
216K
$24M
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
20.5K+ 137.38% |
$2.05M - $2.44M
|
35.4K
$3.95M
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
20.2KNew |
$2.01M - $2.4M
|
20.2K
$2.25M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
20.1K+ 30.26% |
$2.01M - $2.4M
|
86.6K
$9.65M
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
19.2K+ 190.2% |
$1.91M - $2.29M
|
29.3K
$3.26M
|
|
Sep 20, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
19K+ 1.97% |
$1.9M - $2.27M
|
986K
$110M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.8K+ 9.55% |
$1.87M - $2.24M
|
215K
$24M
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
18.7KNew |
$1.87M - $2.23M
|
18.7K
$2.09M
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
18.6K+ 299.95% |
$1.86M - $2.22M
|
24.8K
$2.77M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
18.6K+ 1.2% |
$1.86M - $2.22M
|
1.57M
$175M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 40.97% |
$1.85M - $2.21M
|
63.9K
$7.12M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
18.5K+ 13.21% |
$1.85M - $2.21M
|
159K
$17.7M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 3.92% |
$1.83M - $2.18M
|
486K
$54.2M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
18.3K+ 2.54% |
$1.83M - $2.18M
|
738K
$82.2M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
18.3KNew |
$1.83M - $2.18M
|
18.3K
$2.04M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
17.9KNew |
$1.79M - $2.13M
|
17.9K
$2M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17.9K+ 80.43% |
$1.79M - $2.13M
|
40.1K
$4.47M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 6.12% |
$1.78M - $2.12M
|
309K
$34.4M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.7K+ 12.18% |
$1.77M - $2.11M
|
163K
$18.2M
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.3K+ 303.0% |
$1.72M - $2.06M
|
23K
$2.56M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
17.3K+ 0.97% |
$1.72M - $2.06M
|
1.79M
$199M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17K+ 4.54% |
$1.7M - $2.03M
|
391K
$43.6M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17K+ 4.78% |
$1.69M - $2.02M
|
372K
$41.4M
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
16.8K+ 98.93% |
$1.68M - $2M
|
33.8K
$3.77M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.8KNew |
$1.67M - $2M
|
16.8K
$1.87M
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16.8K+ 19.54% |
$1.67M - $2M
|
102K
$11.4M
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
16.6K+ 5.04% |
$1.66M - $1.98M
|
347K
$38.6M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$1.65M - $1.97M
|
16.5K
$1.84M
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16.4K+ 16.36% |
$1.64M - $1.95M
|
117K
$13M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
16.3K+ 70.56% |
$1.63M - $1.95M
|
39.5K
$4.4M
|