Purchases and Sales Made in Q2 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
4.27K+ 20.45% |
$437K - $506K
|
25.2K
$2.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
4.26K+ 108.8% |
$436K - $505K
|
8.18K
$882K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.25K+ 2.8% |
$434K - $503K
|
156K
$16.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.23KNew |
$432K - $500K
|
4.23K
$455K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.22K+ 9.02% |
$431K - $499K
|
51K
$5.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.2K+ 13.96% |
$429K - $497K
|
34.3K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.14K+ 20.31% |
$423K - $490K
|
24.5K
$2.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.14K+ 3.44% |
$423K - $490K
|
124K
$13.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.13KNew |
$422K - $489K
|
4.13K
$445K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.09K+ 9.06% |
$418K - $484K
|
49.2K
$5.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.09K+ 61.97% |
$418K - $484K
|
10.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.07K+ 2420.83% |
$416K - $481K
|
4.24K
$457K
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.05KNew |
$413K - $479K
|
4.05K
$436K
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.01K+ 136.83% |
$409K - $474K
|
6.93K
$747K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4K+ 335.15% |
$408K - $473K
|
5.19K
$559K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.99K+ 0.85% |
$407K - $472K
|
473K
$50.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.97KNew |
$405K - $469K
|
3.97K
$428K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.94K+ 42.44% |
$402K - $466K
|
13.2K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.84K+ 23.88% |
$392K - $454K
|
19.9K
$2.15M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.82K+ 3.09% |
$390K - $452K
|
127K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.8K+ 7.04% |
$389K - $450K
|
57.8K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.8K+ 6.28% |
$388K - $450K
|
64.2K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.77KNew |
$385K - $446K
|
3.77K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.76K+ 9.07% |
$384K - $445K
|
45.2K
$4.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.75K+ 41.36% |
$383K - $444K
|
12.8K
$1.38M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.75K+ 69.11% |
$383K - $444K
|
9.18K
$989K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.72K+ 31.31% |
$380K - $440K
|
15.6K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.72K+ 28.99% |
$380K - $440K
|
16.5K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.67K+ 21.12% |
$375K - $434K
|
21K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.62K+ 45.06% |
$370K - $428K
|
11.7K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
3.6K+ 196.3% |
$368K - $426K
|
5.44K
$586K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.59K+ 9.75% |
$367K - $425K
|
40.4K
$4.35M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.58K+ 8.02% |
$366K - $424K
|
48.3K
$5.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.57K+ 8.71% |
$364K - $422K
|
44.5K
$4.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.54K+ 71.73% |
$362K - $419K
|
8.49K
$915K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.52K+ 2.09% |
$359K - $416K
|
172K
$18.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
3.51KNew |
$359K - $416K
|
3.51K
$379K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 81.15% |
$359K - $416K
|
7.84K
$845K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
3.51K+ 37.31% |
$358K - $415K
|
12.9K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.5KNew |
$358K - $414K
|
3.5K
$377K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
3.5K+ 3.9% |
$357K - $414K
|
93.2K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.48K+ 20.62% |
$355K - $412K
|
20.4K
$2.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.48KNew |
$355K - $411K
|
3.48K
$375K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.47K+ 22.0% |
$355K - $411K
|
19.2K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.47K+ 8.48% |
$354K - $410K
|
44.3K
$4.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.46KNew |
$353K - $409K
|
3.46K
$373K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.45K+ 186.98% |
$352K - $408K
|
5.29K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.41K+ 62.02% |
$349K - $404K
|
8.91K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.41K+ 3.06% |
$348K - $404K
|
115K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
3.4K+ 10.65% |
$347K - $402K
|
35.3K
$3.81M
|