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 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-1.83K- 10.39% |
$183K - $219K
|
15.8K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.84K- 5.38% |
$183K - $219K
|
32.3K
$3.6M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.84K- 6.09% |
$183K - $219K
|
28.3K
$3.16M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.84K- 4.45% |
$184K - $219K
|
39.5K
$4.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.85K- 2.1% |
$185K - $220K
|
86.3K
$9.62M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-1.86K- 15.41% |
$186K - $222K
|
10.2K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.87K- 14.7% |
$187K - $223K
|
10.9K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.88K- 31.21% |
$187K - $224K
|
4.14K
$461K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.89K- 18.88% |
$188K - $225K
|
8.11K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-1.89K- 9.3% |
$189K - $225K
|
18.4K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.9K- 2.14% |
$190K - $226K
|
87K
$9.7M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.91K- 6.85% |
$190K - $227K
|
26K
$2.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.91K- 4.13% |
$191K - $228K
|
44.5K
$4.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.91K- 2.23% |
$191K - $228K
|
83.7K
$9.33M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.92K- 8.02% |
$192K - $229K
|
22.1K
$2.46M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.93K- 0.34% |
$192K - $230K
|
572K
$63.7M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.94K- 11.24% |
$194K - $231K
|
15.3K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.94K- 1.79% |
$194K - $232K
|
107K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.95K- 16.03% |
$194K - $232K
|
10.2K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.95K- 1.79% |
$195K - $233K
|
107K
$12M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.96K- 3.96% |
$195K - $233K
|
47.4K
$5.29M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.98K- 18.47% |
$197K - $235K
|
8.72K
$972K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-1.98K- 13.7% |
$197K - $235K
|
12.5K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.98K- 21.61% |
$198K - $236K
|
7.18K
$800K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.98K- 4.25% |
$198K - $236K
|
44.6K
$4.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.99K- 21.97% |
$198K - $237K
|
7.06K
$786K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2K- 11.53% |
$199K - $238K
|
15.3K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2K- 17.45% |
$199K - $238K
|
9.45K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.02K- 0.94% |
$201K - $240K
|
213K
$23.8M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.03K- 9.28% |
$202K - $241K
|
19.8K
$2.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.03K- 17.47% |
$203K - $242K
|
9.59K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.03K- 5.91% |
$203K - $242K
|
32.4K
$3.61M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.05K- 4.4% |
$204K - $244K
|
44.4K
$4.95M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.07K- 0.63% |
$206K - $246K
|
326K
$36.3M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.07K- 1.25% |
$207K - $247K
|
163K
$18.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-2.08K- 11.01% |
$207K - $247K
|
16.8K
$1.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.08K- 34.98% |
$207K - $248K
|
3.86K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.08K- 14.6% |
$208K - $248K
|
12.2K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.09K- 2.75% |
$209K - $249K
|
74.1K
$8.26M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
SELL
|
- |
-2.09K- 5.32% |
$209K - $250K
|
37.3K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 13.58% |
$211K - $252K
|
13.4K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.13K- 38.38% |
$212K - $253K
|
3.41K
$380K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.14K- 10.15% |
$213K - $254K
|
18.9K
$2.11M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.14K- 25.96% |
$214K - $256K
|
6.12K
$682K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.16K- 8.76% |
$216K - $258K
|
22.5K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.18K- 16.31% |
$218K - $260K
|
11.2K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.18K- 19.2% |
$218K - $260K
|
9.19K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.19K- 5.63% |
$219K - $261K
|
36.8K
$4.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.19K- 0.77% |
$219K - $261K
|
282K
$31.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.2K- 1.18% |
$220K - $262K
|
184K
$20.5M
|