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 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.2K- 6.34% |
$220K - $262K
|
32.5K
$3.62M
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-2.2K- 5.26% |
$220K - $262K
|
39.6K
$4.42M
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-2.23K- 11.13% |
$222K - $265K
|
17.8K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.23K- 1.67% |
$222K - $265K
|
131K
$14.6M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.23K- 1.67% |
$222K - $265K
|
131K
$14.6M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.23K- 0.45% |
$223K - $266K
|
491K
$54.7M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-2.23K- 8.86% |
$223K - $266K
|
23K
$2.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.24K- 3.37% |
$223K - $267K
|
64.1K
$7.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-2.24K- 22.35% |
$224K - $267K
|
7.79K
$868K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-2.24K- 32.96% |
$224K - $267K
|
4.56K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.26K- 2.12% |
$226K - $269K
|
104K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.27K- 0.24% |
$226K - $270K
|
958K
$107M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.27K- 0.89% |
$227K - $270K
|
254K
$28.3M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.28K- 3.42% |
$227K - $271K
|
64.2K
$7.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.28K- 6.6% |
$228K - $272K
|
32.3K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 19.11% |
$229K - $273K
|
9.69K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.29K- 10.3% |
$229K - $273K
|
19.9K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.31K- 48.77% |
$230K - $275K
|
2.42K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 2.33% |
$231K - $276K
|
96.9K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.32K- 1.64% |
$231K - $276K
|
139K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-2.32K- 14.2% |
$232K - $276K
|
14K
$1.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 17.74% |
$235K - $280K
|
10.9K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.36K- 72.36% |
$236K - $281K
|
901
$100K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.39K- 1.9% |
$239K - $285K
|
123K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.4K- 21.65% |
$240K - $286K
|
8.7K
$969K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 20.72% |
$244K - $291K
|
9.34K
$1.04M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.44K- 33.39% |
$244K - $291K
|
4.87K
$543K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.44K- 1.76% |
$244K - $291K
|
136K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.46K- 8.54% |
$246K - $294K
|
26.4K
$2.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.47K- 3.63% |
$247K - $294K
|
65.6K
$7.31M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.47K- 29.17% |
$247K - $295K
|
6K
$669K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.48K- 49.88% |
$247K - $295K
|
2.49K
$277K
|
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-2.49K- 5.11% |
$249K - $297K
|
46.3K
$5.16M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.51K- 13.69% |
$251K - $299K
|
15.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.52K- 8.86% |
$251K - $300K
|
25.9K
$2.89M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.53K- 4.29% |
$252K - $301K
|
56.4K
$6.29M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.56K- 5.29% |
$255K - $305K
|
45.8K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.57K- 2.3% |
$257K - $307K
|
109K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.58K- 1.83% |
$257K - $307K
|
139K
$15.4M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.58K- 0.88% |
$257K - $307K
|
289K
$32.2M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.61K- 21.06% |
$261K - $312K
|
9.8K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.62K- 2.45% |
$262K - $312K
|
104K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.62K- 17.11% |
$262K - $312K
|
12.7K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.62K- 24.93% |
$262K - $312K
|
7.9K
$880K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.64K- 10.34% |
$264K - $315K
|
22.9K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.66K- 1.55% |
$265K - $317K
|
168K
$18.8M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.67K- 1.59% |
$266K - $318K
|
165K
$18.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.68K- 13.33% |
$267K - $319K
|
17.4K
$1.94M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.7K- 35.76% |
$270K - $322K
|
4.85K
$541K
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.7K- 52.36% |
$270K - $322K
|
2.46K
$274K
|