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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
700+ 7.18% |
$71.5K - $82.8K
|
10.4K
$1.23M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
700+ 16.39% |
$71.5K - $82.8K
|
4.97K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
698+ 0.51% |
$71.3K - $82.6K
|
137K
$16.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
696+ 6.48% |
$71.1K - $82.4K
|
11.4K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
695+ 3.45% |
$71K - $82.2K
|
20.9K
$2.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
691+ 24.26% |
$70.6K - $81.8K
|
3.54K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
684+ 25.63% |
$69.9K - $80.9K
|
3.35K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
676+ 35.84% |
$69.1K - $80K
|
2.56K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
676+ 28.78% |
$69.1K - $80K
|
3.03K
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
675+ 1.37% |
$69K - $79.9K
|
50.1K
$5.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
673+ 2.34% |
$68.8K - $79.6K
|
29.4K
$3.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
672+ 1.6% |
$68.7K - $79.5K
|
42.7K
$5.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
670+ 6.67% |
$68.5K - $79.3K
|
10.7K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
667+ 2.49% |
$68.2K - $78.9K
|
27.5K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
657+ 1.62% |
$67.1K - $77.7K
|
41.1K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
653+ 33.71% |
$66.7K - $77.3K
|
2.59K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
652+ 6.06% |
$66.6K - $77.2K
|
11.4K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
650+ 0.42% |
$66.4K - $76.9K
|
154K
$18.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
650+ 1.44% |
$66.4K - $76.9K
|
45.8K
$5.39M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
648+ 31.64% |
$66.2K - $76.7K
|
2.7K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
647+ 1.78% |
$66.1K - $76.6K
|
37K
$4.36M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
643+ 8.52% |
$65.7K - $76.1K
|
8.19K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
643+ 3.19% |
$65.7K - $76.1K
|
20.8K
$2.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
642+ 0.96% |
$65.6K - $76K
|
67.7K
$7.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
640+ 8.56% |
$65.4K - $75.7K
|
8.12K
$956K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
639+ 1.1% |
$65.3K - $75.6K
|
58.7K
$6.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
635+ 2.09% |
$64.9K - $75.1K
|
31K
$3.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
621+ 6.26% |
$63.5K - $73.5K
|
10.5K
$1.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
619+ 1.78% |
$63.2K - $73.3K
|
35.4K
$4.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
616+ 3.08% |
$62.9K - $72.9K
|
20.6K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
616+ 5.81% |
$62.9K - $72.9K
|
11.2K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
615+ 3.79% |
$62.8K - $72.8K
|
16.8K
$1.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
614+ 0.55% |
$62.7K - $72.7K
|
112K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
614+ 3.61% |
$62.7K - $72.7K
|
17.6K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
602+ 19.13% |
$61.5K - $71.2K
|
3.75K
$441K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
602+ 1.49% |
$61.5K - $71.2K
|
40.9K
$4.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
597+ 17.25% |
$61K - $70.6K
|
4.06K
$477K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
595+ 10.71% |
$60.8K - $70.4K
|
6.15K
$724K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
595+ 8.58% |
$60.8K - $70.4K
|
7.53K
$886K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
593+ 6.75% |
$60.6K - $70.2K
|
9.38K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
591+ 4.94% |
$60.4K - $69.9K
|
12.5K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
587+ 10.47% |
$60K - $69.5K
|
6.19K
$728K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
585+ 1.05% |
$59.8K - $69.2K
|
56.3K
$6.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
583+ 1.33% |
$59.6K - $69K
|
44.4K
$5.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
583+ 1.51% |
$59.6K - $69K
|
39.1K
$4.6M
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
581New |
$59.4K - $68.8K
|
581
$68.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
581+ 4.46% |
$59.4K - $68.8K
|
13.6K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
580+ 0.66% |
$59.3K - $68.6K
|
88.3K
$10.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
578+ 0.88% |
$59.1K - $68.4K
|
66K
$7.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
575+ 6.22% |
$58.8K - $68K
|
9.82K
$1.16M
|