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 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 16.14% |
$1.12M - $1.34M
|
81K
$9.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.2K+ 211.43% |
$1.12M - $1.33M
|
16.5K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
11.1K+ 18.98% |
$1.11M - $1.32M
|
69.5K
$7.75M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
11K+ 60.35% |
$1.1M - $1.31M
|
29.2K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
10.9K+ 10.24% |
$1.09M - $1.3M
|
118K
$13.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
10.9KNew |
$1.09M - $1.3M
|
10.9K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.6K+ 46.74% |
$1.05M - $1.26M
|
33.1K
$3.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
10.5KNew |
$1.05M - $1.25M
|
10.5K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.5K+ 32.22% |
$1.05M - $1.25M
|
43K
$4.8M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10.5K+ 73.61% |
$1.05M - $1.25M
|
24.7K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.5K+ 13.11% |
$1.05M - $1.25M
|
90.3K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
10.4K+ 30.49% |
$1.04M - $1.25M
|
44.7K
$4.98M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.4K+ 109.69% |
$1.04M - $1.24M
|
19.9K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.4K+ 82.84% |
$1.04M - $1.24M
|
23K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.4K+ 4.14% |
$1.04M - $1.24M
|
261K
$29.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
10.3K+ 145.39% |
$1.03M - $1.23M
|
17.4K
$1.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.74K+ 14.39% |
$973K - $1.16M
|
77.5K
$8.63M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.72K+ 42.42% |
$970K - $1.16M
|
32.6K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.7K+ 9.26% |
$968K - $1.16M
|
114K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
9.6K+ 41.56% |
$958K - $1.14M
|
32.7K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
9.49K+ 138.86% |
$947K - $1.13M
|
16.3K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.45KNew |
$944K - $1.13M
|
9.45K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.45KNew |
$944K - $1.13M
|
9.45K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.36K+ 42.77% |
$935K - $1.12M
|
31.3K
$3.48M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
9.28K+ 44.63% |
$926K - $1.11M
|
30.1K
$3.35M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.24KNew |
$923K - $1.1M
|
9.24K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
9.19K+ 137.19% |
$917K - $1.1M
|
15.9K
$1.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
9.18K+ 5.53% |
$916K - $1.09M
|
175K
$19.5M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
9.04K+ 8.79% |
$903K - $1.08M
|
112K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
9.04K+ 22.23% |
$902K - $1.08M
|
49.7K
$5.54M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
8.97K+ 43.04% |
$896K - $1.07M
|
29.8K
$3.32M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.96K+ 3.05% |
$895K - $1.07M
|
302K
$33.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
8.92K+ 34.51% |
$891K - $1.06M
|
34.8K
$3.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8.9KNew |
$889K - $1.06M
|
8.9K
$993K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.89K+ 4.06% |
$888K - $1.06M
|
228K
$25.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.81K+ 4.98% |
$879K - $1.05M
|
186K
$20.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.72K+ 21.8% |
$871K - $1.04M
|
48.7K
$5.43M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8.63K+ 236.16% |
$862K - $1.03M
|
12.3K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.6K+ 8.2% |
$859K - $1.03M
|
113K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.52K+ 3.65% |
$851K - $1.02M
|
242K
$27M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.5K+ 25.99% |
$848K - $1.01M
|
41.2K
$4.59M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.47K+ 6.5% |
$846K - $1.01M
|
139K
$15.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8.38K+ 20.23% |
$837K - $999K
|
49.8K
$5.55M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.3KNew |
$829K - $989K
|
8.3K
$925K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.12K+ 58.88% |
$811K - $968K
|
21.9K
$2.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.12K+ 47.93% |
$811K - $968K
|
25.1K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.02KNew |
$801K - $956K
|
8.02K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.02K+ 3.37% |
$800K - $955K
|
246K
$27.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
8.01K+ 12.46% |
$800K - $955K
|
72.3K
$8.06M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
7.9K+ 42.36% |
$789K - $942K
|
26.6K
$2.96M
|