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 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.75K+ 13.85% |
$281K - $325K
|
22.6K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.74K+ 12.71% |
$280K - $325K
|
24.3K
$2.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.73KNew |
$279K - $323K
|
2.73K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.72K+ 7.96% |
$278K - $321K
|
36.8K
$4.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.71KNew |
$277K - $320K
|
2.71K
$330K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.71KNew |
$276K - $320K
|
2.71K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.71KNew |
$276K - $320K
|
2.71K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
2.7K+ 1.84% |
$276K - $320K
|
150K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
2.68KNew |
$274K - $317K
|
2.68K
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
2.68K+ 5.36% |
$274K - $317K
|
52.6K
$6.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.68K+ 5.23% |
$274K - $317K
|
53.9K
$6.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.68K+ 4.28% |
$273K - $317K
|
65.2K
$7.94M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.68K+ 4.28% |
$273K - $317K
|
65.2K
$7.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.67K+ 50.44% |
$272K - $315K
|
7.95K
$968K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.64K+ 347.37% |
$270K - $312K
|
3.4K
$414K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.64K+ 7.27% |
$269K - $312K
|
38.9K
$4.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
2.63K+ 0.6% |
$268K - $311K
|
442K
$53.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 79.16% |
$268K - $310K
|
5.93K
$722K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.61K+ 12.12% |
$266K - $308K
|
24.1K
$2.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
2.58K+ 23.5% |
$264K - $306K
|
13.6K
$1.65M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56K+ 11.9% |
$261K - $302K
|
24K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.55K+ 38.1% |
$260K - $301K
|
9.22K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
2.53K+ 1.09% |
$259K - $300K
|
235K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.53K+ 9.41% |
$258K - $299K
|
29.4K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.52K+ 0.97% |
$258K - $298K
|
262K
$31.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.52K+ 10.49% |
$257K - $298K
|
26.5K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
2.51K+ 17.88% |
$257K - $297K
|
16.6K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$255K - $296K
|
2.5K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.48K+ 53.26% |
$254K - $294K
|
7.15K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
2.48K+ 19.84% |
$253K - $293K
|
15K
$1.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.47K+ 6.93% |
$252K - $292K
|
38K
$4.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2.46KNew |
$252K - $291K
|
2.46K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 34.09% |
$250K - $290K
|
9.63K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.44KNew |
$249K - $289K
|
2.44K
$297K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2.43K+ 1.04% |
$249K - $288K
|
236K
$28.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.4K+ 79.87% |
$245K - $284K
|
5.4K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2.4KNew |
$245K - $284K
|
2.4K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.38K+ 4.82% |
$243K - $281K
|
51.7K
$6.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.37KNew |
$242K - $280K
|
2.37K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
2.37KNew |
$242K - $280K
|
2.37K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.37K+ 80.94% |
$242K - $280K
|
5.29K
$644K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.35K+ 2.27% |
$240K - $278K
|
106K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.33K+ 25.75% |
$238K - $276K
|
11.4K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.31K+ 25.63% |
$236K - $274K
|
11.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.3K+ 12.57% |
$235K - $272K
|
20.6K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.3K+ 27.25% |
$235K - $272K
|
10.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.3K+ 28.38% |
$235K - $272K
|
10.4K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.29K+ 4.22% |
$234K - $271K
|
56.5K
$6.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.28K+ 7.38% |
$232K - $269K
|
33.1K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.27K+ 9.66% |
$232K - $269K
|
25.8K
$3.14M
|