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 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
7.9KNew |
$789K - $941K
|
7.9K
$881K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.87K+ 6.35% |
$786K - $938K
|
132K
$14.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.85K+ 1.84% |
$784K - $936K
|
434K
$48.4M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
7.85K+ 44.97% |
$784K - $935K
|
25.3K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.73K+ 32.16% |
$772K - $921K
|
31.8K
$3.54M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7.69KNew |
$768K - $916K
|
7.69K
$857K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.65K+ 22.06% |
$764K - $912K
|
42.4K
$4.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.64K+ 9.95% |
$762K - $910K
|
84.4K
$9.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
7.61K+ 16.92% |
$760K - $907K
|
52.6K
$5.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
7.52K+ 25.92% |
$751K - $896K
|
36.5K
$4.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.51KNew |
$750K - $895K
|
7.51K
$837K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
7.5K+ 25.0% |
$749K - $894K
|
37.5K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.44K+ 13.86% |
$743K - $887K
|
61.1K
$6.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
7.37K+ 45.25% |
$736K - $878K
|
23.7K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.36K+ 15.23% |
$735K - $878K
|
55.7K
$6.21M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.36K+ 0.33% |
$734K - $877K
|
2.21M
$246M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.35K+ 7.4% |
$733K - $875K
|
107K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
7.33K+ 97.97% |
$732K - $873K
|
14.8K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
7.31K+ 4.05% |
$730K - $871K
|
188K
$20.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7.3K+ 211.04% |
$729K - $870K
|
10.8K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7.3K+ 28.06% |
$729K - $870K
|
33.3K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.28KNew |
$727K - $867K
|
7.28K
$811K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
7.27K+ 11.4% |
$726K - $867K
|
71.1K
$7.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.23K+ 0.75% |
$721K - $861K
|
968K
$108M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.09K+ 1.54% |
$708K - $845K
|
466K
$52M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.08K+ 227.55% |
$707K - $844K
|
10.2K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.03K+ 19.37% |
$702K - $838K
|
43.3K
$4.83M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
7.01K+ 0.38% |
$700K - $836K
|
1.84M
$205M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.01K+ 4.01% |
$699K - $835K
|
182K
$20.3M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.91K+ 155.76% |
$690K - $824K
|
11.4K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.9KNew |
$689K - $823K
|
6.9K
$769K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
6.89K+ 1610.75% |
$688K - $822K
|
7.32K
$816K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6.85K+ 34.49% |
$684K - $816K
|
26.7K
$2.98M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.72K+ 8.54% |
$671K - $801K
|
85.3K
$9.51M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
6.67K+ 258.75% |
$666K - $795K
|
9.25K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.64KNew |
$662K - $791K
|
6.64K
$740K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
6.62K+ 22.83% |
$661K - $789K
|
35.6K
$3.97M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.41KNew |
$640K - $764K
|
6.41K
$714K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.4K+ 8.08% |
$639K - $763K
|
85.6K
$9.55M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.4K+ 84.25% |
$639K - $762K
|
14K
$1.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
6.37K+ 113.38% |
$636K - $759K
|
12K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.37K+ 18.7% |
$636K - $759K
|
40.4K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
6.37K+ 19.49% |
$636K - $759K
|
39K
$4.35M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.32K+ 12.67% |
$631K - $753K
|
56.2K
$6.27M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.23KNew |
$622K - $742K
|
6.23K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.21K+ 1.92% |
$620K - $740K
|
329K
$36.7M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.2K+ 10.32% |
$619K - $739K
|
66.3K
$7.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6.18K+ 15.69% |
$617K - $736K
|
45.5K
$5.07M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.16K+ 53.27% |
$615K - $734K
|
17.7K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.16K+ 4.28% |
$615K - $734K
|
150K
$16.7M
|