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 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
574+ 5.72% |
$58.7K - $67.9K
|
10.6K
$1.25M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
573+ 0.92% |
$58.5K - $67.8K
|
63K
$7.41M
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
568+ 3.71% |
$58K - $67.2K
|
15.9K
$1.87M
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
565+ 19.45% |
$57.7K - $66.9K
|
3.47K
$408K
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
561+ 0.78% |
$57.3K - $66.4K
|
72.7K
$8.55M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
558+ 0.63% |
$57K - $66K
|
89.3K
$10.5M
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
552+ 8.73% |
$56.4K - $65.3K
|
6.88K
$809K
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
550+ 2.98% |
$56.2K - $65.1K
|
19K
$2.24M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
550+ 3.15% |
$56.2K - $65.1K
|
18K
$2.12M
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
545+ 12.53% |
$55.7K - $64.5K
|
4.89K
$576K
|
|
Aug 14, 2023
Q2 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
545+ 4.76% |
$55.7K - $64.5K
|
12K
$1.41M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
544+ 1.54% |
$55.6K - $64.4K
|
35.9K
$4.23M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
541+ 3.19% |
$55.3K - $64K
|
17.5K
$2.06M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
541+ 4.85% |
$55.3K - $64K
|
11.7K
$1.38M
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
539+ 2.24% |
$55.1K - $63.8K
|
24.6K
$2.89M
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
539+ 8.39% |
$55.1K - $63.8K
|
6.97K
$820K
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
538+ 4.29% |
$55K - $63.7K
|
13.1K
$1.54M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
536+ 0.33% |
$54.8K - $63.4K
|
164K
$19.3M
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
529+ 0.71% |
$54.1K - $62.6K
|
75.2K
$8.85M
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
529+ 9.39% |
$54.1K - $62.6K
|
6.16K
$725K
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
529+ 0.62% |
$54.1K - $62.6K
|
86.5K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
528+ 43.93% |
$54K - $62.5K
|
1.73K
$204K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
526+ 2.42% |
$53.7K - $62.2K
|
22.2K
$2.62M
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
525+ 2.69% |
$53.6K - $62.1K
|
20K
$2.36M
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
524+ 1.22% |
$53.5K - $62K
|
43.6K
$5.13M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
522+ 7.87% |
$53.3K - $61.8K
|
7.16K
$842K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
519+ 1.56% |
$53K - $61.4K
|
33.7K
$3.96M
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
515+ 6.45% |
$52.6K - $60.9K
|
8.51K
$1M
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
514+ 6.66% |
$52.5K - $60.8K
|
8.23K
$968K
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
513+ 2.14% |
$52.4K - $60.7K
|
24.4K
$2.88M
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
BUY
|
- |
510+ 1.1% |
$52.1K - $60.4K
|
47.1K
$5.54M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
510New |
$52.1K - $60.4K
|
510
$60K
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
509+ 2.75% |
$52K - $60.2K
|
19K
$2.24M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
509+ 4.98% |
$52K - $60.2K
|
10.7K
$1.26M
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
501+ 0.78% |
$51.2K - $59.3K
|
65K
$7.65M
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
500+ 4.18% |
$51.1K - $59.2K
|
12.5K
$1.47M
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
500+ 11.36% |
$51.1K - $59.2K
|
4.9K
$577K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
499+ 0.47% |
$51K - $59.1K
|
107K
$12.6M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
490+ 16.94% |
$50.1K - $58K
|
3.38K
$398K
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
490+ 6.15% |
$50.1K - $58K
|
8.46K
$995K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
490+ 1.76% |
$50.1K - $58K
|
28.3K
$3.33M
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
488+ 6.48% |
$49.9K - $57.7K
|
8.02K
$944K
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
485+ 12.08% |
$49.6K - $57.4K
|
4.5K
$529K
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
482+ 14.76% |
$49.3K - $57K
|
3.75K
$441K
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
480+ 14.91% |
$49K - $56.8K
|
3.7K
$435K
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
480+ 1.49% |
$49K - $56.8K
|
32.8K
$3.85M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
478+ 5.67% |
$48.8K - $56.6K
|
8.9K
$1.05M
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
476+ 0.92% |
$48.6K - $56.3K
|
52.1K
$6.13M
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
476+ 1.68% |
$48.6K - $56.3K
|
28.8K
$3.39M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
468+ 2.06% |
$47.8K - $55.4K
|
23.2K
$2.73M
|