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 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
814+ 6.19% |
$83.2K - $96.3K
|
14K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
814+ 3.4% |
$83.2K - $96.3K
|
24.8K
$2.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
812+ 2.97% |
$83K - $96.1K
|
28.1K
$3.31M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
812+ 2.97% |
$83K - $96.1K
|
28.1K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
810+ 1.31% |
$82.8K - $95.9K
|
62.5K
$7.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
807+ 4.87% |
$82.5K - $95.5K
|
17.4K
$2.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
804+ 51.7% |
$82.2K - $95.1K
|
2.36K
$278K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
804+ 7.06% |
$82.2K - $95.1K
|
12.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
804+ 40.54% |
$82.2K - $95.1K
|
2.79K
$328K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
802+ 2.14% |
$81.9K - $94.9K
|
38.3K
$4.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
800+ 6.54% |
$81.7K - $94.7K
|
13K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
798+ 3.52% |
$81.5K - $94.4K
|
23.5K
$2.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
796+ 6.7% |
$81.3K - $94.2K
|
12.7K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
794+ 24.28% |
$81.1K - $94K
|
4.06K
$478K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
792+ 6.5% |
$80.9K - $93.7K
|
13K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
792+ 4.21% |
$80.9K - $93.7K
|
19.6K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
789+ 38.58% |
$80.6K - $93.4K
|
2.83K
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
784+ 12.47% |
$80.1K - $92.8K
|
7.07K
$832K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
780+ 0.69% |
$79.7K - $92.3K
|
114K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
770+ 8.78% |
$78.7K - $91.1K
|
9.54K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
762+ 3.17% |
$77.9K - $90.2K
|
24.8K
$2.92M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
760+ 107.04% |
$77.7K - $89.9K
|
1.47K
$173K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
754+ 4.74% |
$77K - $89.2K
|
16.7K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
750+ 24.02% |
$76.6K - $88.8K
|
3.87K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
BUY
|
- |
750+ 3.84% |
$76.6K - $88.8K
|
20.3K
$2.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
747+ 10.29% |
$76.3K - $88.4K
|
8.01K
$942K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
746+ 4.46% |
$76.2K - $88.3K
|
17.5K
$2.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
746+ 15.69% |
$76.2K - $88.3K
|
5.5K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
746+ 6.13% |
$76.2K - $88.3K
|
12.9K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
745+ 11.14% |
$76.1K - $88.2K
|
7.44K
$875K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
744+ 37200.0% |
$76K - $88K
|
746
$87.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
744+ 1.02% |
$76K - $88K
|
73.6K
$8.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
740+ 4.12% |
$75.6K - $87.6K
|
18.7K
$2.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
738+ 14.68% |
$75.4K - $87.3K
|
5.76K
$678K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
732+ 50.76% |
$74.8K - $86.6K
|
2.17K
$256K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
729+ 6.84% |
$74.5K - $86.3K
|
11.4K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
727+ 0.61% |
$74.3K - $86K
|
120K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
726+ 40.65% |
$74.2K - $85.9K
|
2.51K
$296K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
724+ 3.16% |
$74K - $85.7K
|
23.7K
$2.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
724+ 21.16% |
$74K - $85.7K
|
4.15K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
721+ 11.81% |
$73.7K - $85.3K
|
6.83K
$803K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
718+ 25.72% |
$73.4K - $85K
|
3.51K
$413K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
715+ 3.98% |
$73.1K - $84.6K
|
18.7K
$2.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
710+ 0.4% |
$72.5K - $84K
|
178K
$21M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
709+ 15.4% |
$72.4K - $83.9K
|
5.31K
$625K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
709+ 1.49% |
$72.4K - $83.9K
|
48.4K
$5.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
708+ 1.72% |
$72.3K - $83.8K
|
41.9K
$4.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
708+ 2.39% |
$72.3K - $83.8K
|
30.4K
$3.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
704+ 10.08% |
$71.9K - $83.3K
|
7.69K
$905K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
700+ 0.89% |
$71.5K - $82.8K
|
79.6K
$9.37M
|