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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.12K+ 39.69% |
$611K - $729K
|
21.5K
$2.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.98KNew |
$597K - $712K
|
5.98K
$666K
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.95KNew |
$594K - $709K
|
5.95K
$664K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.94K+ 53.7% |
$593K - $708K
|
17K
$1.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
5.9K+ 18.26% |
$589K - $703K
|
38.2K
$4.26M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
5.84K+ 86.44% |
$583K - $696K
|
12.6K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.8K+ 6.07% |
$579K - $691K
|
101K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.73K+ 5.68% |
$572K - $682K
|
107K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.73K+ 5.84% |
$572K - $682K
|
104K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.72K+ 25.21% |
$571K - $682K
|
28.4K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5.69K+ 12.25% |
$568K - $678K
|
52.1K
$5.81M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.68K+ 6.83% |
$567K - $677K
|
88.8K
$9.9M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.63KNew |
$562K - $671K
|
5.63K
$627K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.62K+ 12.46% |
$561K - $669K
|
50.7K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.59K+ 5.58% |
$558K - $666K
|
106K
$11.8M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.58K+ 52.7% |
$558K - $665K
|
16.2K
$1.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.57K+ 438.19% |
$556K - $663K
|
6.84K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.56K+ 1.93% |
$555K - $663K
|
294K
$32.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
5.52K+ 59.78% |
$551K - $658K
|
14.8K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.49K+ 218.03% |
$548K - $654K
|
8.01K
$893K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
5.49K+ 3.96% |
$548K - $654K
|
144K
$16.1M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.46K+ 46.4% |
$545K - $650K
|
17.2K
$1.92M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.43KNew |
$542K - $647K
|
5.43K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
5.39K+ 293.36% |
$538K - $642K
|
7.22K
$805K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.37KNew |
$536K - $640K
|
5.37K
$598K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.36K+ 5.5% |
$535K - $639K
|
103K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.35K+ 17.65% |
$534K - $637K
|
35.6K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
5.34K+ 0.49% |
$533K - $636K
|
1.09M
$121M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.3K+ 299.6% |
$529K - $632K
|
7.07K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
5.22KNew |
$522K - $623K
|
5.22K
$582K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5.19K+ 4.42% |
$519K - $619K
|
123K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
5.18KNew |
$517K - $617K
|
5.18K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.15K+ 88.6% |
$514K - $613K
|
11K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.15K+ 244.98% |
$514K - $613K
|
7.25K
$808K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.09K+ 0.75% |
$508K - $607K
|
685K
$76.4M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.08K+ 17.38% |
$507K - $605K
|
34.3K
$3.82M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.07K+ 4.74% |
$506K - $604K
|
112K
$12.5M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
5.06K+ 5.88% |
$505K - $603K
|
91.1K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.06K+ 10.7% |
$505K - $603K
|
52.4K
$5.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.05K+ 38.04% |
$504K - $602K
|
18.3K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.99K+ 10.57% |
$498K - $594K
|
52.2K
$5.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.98K+ 6.2% |
$497K - $593K
|
85.2K
$9.5M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.97K+ 17.18% |
$496K - $592K
|
33.9K
$3.78M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.96K+ 19.66% |
$495K - $591K
|
30.2K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.93K+ 6.62% |
$492K - $587K
|
79.3K
$8.84M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.9K+ 268.11% |
$489K - $584K
|
6.73K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.9KNew |
$489K - $584K
|
4.9K
$546K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.87K+ 8.46% |
$487K - $581K
|
62.5K
$6.97M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
4.86K+ 4.57% |
$485K - $579K
|
111K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.85K+ 11.37% |
$484K - $578K
|
47.5K
$5.3M
|