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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.29K+ 3.74% |
$131K - $152K
|
35.6K
$3.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 7.06% |
$131K - $152K
|
19.5K
$2.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.28K+ 32.64% |
$131K - $151K
|
5.19K
$567K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.28K+ 2.46% |
$130K - $151K
|
53.1K
$5.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.27K+ 5.56% |
$130K - $151K
|
24.2K
$2.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 62.61% |
$129K - $150K
|
3.28K
$359K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$129K - $149K
|
1.26K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.25K+ 15.38% |
$128K - $148K
|
9.39K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.25K+ 3117.5% |
$127K - $148K
|
1.29K
$141K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 2.17% |
$127K - $147K
|
58.6K
$6.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 15.31% |
$125K - $145K
|
9.22K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.22K+ 4.98% |
$124K - $144K
|
25.7K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.2K+ 9.76% |
$123K - $142K
|
13.5K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.2K+ 1.71% |
$122K - $142K
|
71.2K
$7.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
1.2K+ 27.54% |
$122K - $142K
|
5.54K
$606K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.19K+ 1.87% |
$121K - $140K
|
64.5K
$7.05M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.18K+ 1.18% |
$121K - $140K
|
101K
$11M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.18K+ 3.53% |
$120K - $139K
|
34.5K
$3.77M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 2.81% |
$119K - $138K
|
42.7K
$4.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.17K+ 3.12% |
$119K - $138K
|
38.5K
$4.2M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
1.16K+ 16.27% |
$118K - $137K
|
8.28K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.15K+ 0.33% |
$118K - $136K
|
348K
$38M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.14K+ 8.56% |
$117K - $135K
|
14.5K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.14K+ 4.47% |
$116K - $134K
|
26.6K
$2.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.13K+ 2.23% |
$116K - $134K
|
51.8K
$5.66M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.13KNew |
$115K - $133K
|
1.13K
$123K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.12K+ 31.96% |
$115K - $133K
|
4.64K
$507K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.12K+ 13.79% |
$114K - $133K
|
9.24K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.1K+ 41.52% |
$113K - $131K
|
3.76K
$411K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.1K+ 5.2% |
$113K - $130K
|
22.3K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.1K+ 7.7% |
$113K - $130K
|
15.4K
$1.68M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.1K+ 6.97% |
$113K - $130K
|
16.9K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.1K+ 5.8% |
$112K - $130K
|
20.1K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.1K+ 2.09% |
$112K - $130K
|
53.8K
$5.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.09K+ 34.76% |
$111K - $129K
|
4.22K
$461K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.09K+ 34.55% |
$111K - $128K
|
4.23K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1.09K+ 11.2% |
$111K - $128K
|
10.8K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.08K+ 47.13% |
$111K - $128K
|
3.38K
$370K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08K+ 0.3% |
$110K - $128K
|
360K
$39.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.07K+ 37.3% |
$110K - $127K
|
3.95K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.06K+ 23.27% |
$109K - $126K
|
5.63K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.06K+ 25.43% |
$108K - $125K
|
5.21K
$569K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.05K+ 3.74% |
$107K - $124K
|
29.1K
$3.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.05K+ 5.82% |
$107K - $124K
|
19K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1.03K+ 1.34% |
$105K - $121K
|
77.4K
$8.45M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.03K+ 8.38% |
$105K - $121K
|
13.3K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.02K+ 17.66% |
$104K - $121K
|
6.81K
$744K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 2.29% |
$104K - $120K
|
45.4K
$4.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
1.02K+ 41.51% |
$104K - $120K
|
3.47K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.01K+ 8.82% |
$104K - $120K
|
12.5K
$1.37M
|