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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.91KNew |
$195K - $225K
|
1.91K
$232K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 4.81% |
$194K - $225K
|
41.4K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.9K+ 22.04% |
$194K - $225K
|
10.5K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.9K+ 3.46% |
$194K - $225K
|
56.7K
$6.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.9KNew |
$194K - $224K
|
1.9K
$231K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 78.37% |
$193K - $223K
|
4.29K
$522K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.87K+ 1.64% |
$191K - $221K
|
116K
$14.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.86K+ 222.32% |
$190K - $220K
|
2.7K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.86K+ 3.95% |
$190K - $220K
|
48.9K
$5.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.85K+ 3.26% |
$189K - $219K
|
58.5K
$7.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.84K+ 7.32% |
$188K - $218K
|
27K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.84K+ 7.95% |
$188K - $218K
|
25K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.83K+ 17.12% |
$187K - $217K
|
12.5K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.83K+ 11.36% |
$187K - $216K
|
17.9K
$2.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.82K+ 2.91% |
$186K - $216K
|
64.5K
$7.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.82K+ 20.67% |
$186K - $215K
|
10.6K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.82K+ 6.62% |
$186K - $215K
|
29.3K
$3.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.81K+ 5.57% |
$185K - $214K
|
34.3K
$4.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
1.8K+ 2.97% |
$184K - $213K
|
62.5K
$7.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.8K+ 71.66% |
$183K - $212K
|
4.3K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.79K+ 0.9% |
$183K - $212K
|
200K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.79K+ 55.47% |
$183K - $212K
|
5.02K
$611K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.78K+ 6.62% |
$182K - $211K
|
28.7K
$3.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.75KNew |
$179K - $208K
|
1.75K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75K+ 24.79% |
$179K - $207K
|
8.81K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 5.29% |
$179K - $207K
|
34.8K
$4.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.75K+ 6.95% |
$179K - $207K
|
26.9K
$3.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74K+ 1.66% |
$177K - $205K
|
106K
$12.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.73K+ 45.86% |
$177K - $205K
|
5.52K
$672K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.73K+ 5.86% |
$177K - $205K
|
31.3K
$3.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.73K+ 13.1% |
$176K - $204K
|
14.9K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.73K+ 5.45% |
$176K - $204K
|
33.4K
$4.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.71K+ 19.37% |
$175K - $203K
|
10.6K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.7K+ 0.82% |
$174K - $201K
|
210K
$25.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.69K+ 2.57% |
$173K - $200K
|
67.6K
$8.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.68K+ 29.55% |
$172K - $199K
|
7.37K
$898K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.68K+ 5.19% |
$172K - $199K
|
34K
$4.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.68K+ 3.72% |
$172K - $199K
|
46.8K
$5.7M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.68K+ 1.16% |
$171K - $198K
|
147K
$17.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.67K+ 25.34% |
$171K - $198K
|
8.26K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 15.04% |
$170K - $197K
|
12.8K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.66K+ 3.04% |
$170K - $197K
|
56.3K
$6.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.66K+ 0.36% |
$169K - $196K
|
468K
$57M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.65K+ 3.46% |
$168K - $195K
|
49.2K
$6M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.65K+ 8.62% |
$168K - $195K
|
20.7K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.61K+ 33.02% |
$165K - $191K
|
6.49K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.61K+ 8.18% |
$164K - $190K
|
21.3K
$2.59M
|
|
|
Aug 22, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.36% |
$163K - $189K
|
69.3K
$8.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.6K+ 3.06% |
$163K - $189K
|
53.7K
$6.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.59K+ 7.6% |
$162K - $188K
|
22.5K
$2.74M
|