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 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.27K+ 5.07% |
$334K - $387K
|
67.9K
$8.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.25KNew |
$332K - $384K
|
3.25K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.24K+ 9.44% |
$331K - $384K
|
37.6K
$4.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.24K+ 2.66% |
$331K - $384K
|
125K
$15.2M
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
3.24K+ 19.9% |
$331K - $383K
|
19.5K
$2.38M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.22K+ 6.44% |
$329K - $381K
|
53.2K
$6.49M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
3.21K+ 59.67% |
$327K - $379K
|
8.58K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3.2KNew |
$327K - $379K
|
3.2K
$390K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
3.2K+ 1.83% |
$327K - $378K
|
178K
$21.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
3.19K+ 121.18% |
$326K - $377K
|
5.82K
$709K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.16K+ 18.85% |
$323K - $374K
|
19.9K
$2.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.16K+ 6.05% |
$322K - $373K
|
55.3K
$6.75M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.15K+ 9.06% |
$322K - $373K
|
38K
$4.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.15K+ 2.0% |
$321K - $372K
|
160K
$19.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.15K+ 2.0% |
$321K - $372K
|
160K
$19.5M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
3.11K+ 20.39% |
$318K - $368K
|
18.4K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.11K+ 8.7% |
$317K - $368K
|
38.8K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.1K+ 78.1% |
$317K - $367K
|
7.07K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.08KNew |
$315K - $364K
|
3.08K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
3.07K+ 116.67% |
$314K - $364K
|
5.71K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
3.07K+ 73.14% |
$313K - $363K
|
7.26K
$885K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.06K+ 26.79% |
$312K - $362K
|
14.5K
$1.76M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.05K+ 37.74% |
$312K - $361K
|
11.1K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
3.04K+ 14.05% |
$311K - $360K
|
24.7K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3.02K+ 9.15% |
$309K - $358K
|
36K
$4.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$307K - $355K
|
3K
$366K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.99K+ 12.73% |
$306K - $354K
|
26.5K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.98K+ 0.9% |
$305K - $353K
|
333K
$40.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.98KNew |
$304K - $352K
|
2.98K
$363K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.97K+ 3.79% |
$304K - $352K
|
81.4K
$9.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$302K - $349K
|
2.95K
$360K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.94K+ 1.57% |
$301K - $348K
|
191K
$23.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 80.77% |
$298K - $345K
|
6.53K
$797K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.92K+ 54.69% |
$298K - $345K
|
8.25K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
2.89KNew |
$295K - $342K
|
2.89K
$352K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
2.89KNew |
$295K - $342K
|
2.89K
$352K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
2.88K+ 49.28% |
$294K - $341K
|
8.72K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.88K+ 14.67% |
$294K - $340K
|
22.5K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$293K - $340K
|
2.87K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.87K+ 8.05% |
$293K - $339K
|
38.5K
$4.69M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.86K+ 12.28% |
$292K - $338K
|
26.1K
$3.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.84KNew |
$290K - $336K
|
2.84K
$347K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.83K+ 5.57% |
$290K - $335K
|
53.7K
$6.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.83K+ 42.98% |
$289K - $335K
|
9.41K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.83K+ 9.01% |
$289K - $335K
|
34.2K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.8K+ 7.21% |
$286K - $331K
|
41.6K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.79K+ 53.41% |
$285K - $330K
|
8.01K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.78KNew |
$284K - $329K
|
2.78K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.76K+ 4.14% |
$282K - $327K
|
69.4K
$8.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.76KNew |
$282K - $327K
|
2.76K
$337K
|