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 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
352+ 0.56% |
$36K - $41.7K
|
63.5K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
347+ 0.93% |
$35.5K - $41.1K
|
37.8K
$4.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
346+ 0.21% |
$35.4K - $40.9K
|
165K
$20M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
346+ 3.12% |
$35.4K - $40.9K
|
11.4K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
343+ 0.62% |
$35K - $40.6K
|
55.9K
$6.81M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
341+ 11.96% |
$34.8K - $40.4K
|
3.19K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
341+ 5.26% |
$34.8K - $40.4K
|
6.82K
$831K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
339+ 5.76% |
$34.6K - $40.1K
|
6.22K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
339+ 13.77% |
$34.6K - $40.1K
|
2.8K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
336+ 0.75% |
$34.3K - $39.8K
|
44.9K
$5.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
335+ 10.1% |
$34.2K - $39.6K
|
3.65K
$445K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
334+ 2.4% |
$34.1K - $39.5K
|
14.3K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
332+ 1037.5% |
$33.9K - $39.3K
|
364
$44.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
331+ 2.49% |
$33.8K - $39.2K
|
13.6K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
331+ 4.1% |
$33.8K - $39.2K
|
8.4K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
330+ 52.97% |
$33.7K - $39.1K
|
953
$116K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
327+ 4.35% |
$33.4K - $38.7K
|
7.85K
$955K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
326+ 4.06% |
$33.3K - $38.6K
|
8.35K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
325+ 15.22% |
$33.2K - $38.5K
|
2.46K
$300K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
324+ 720.0% |
$33.1K - $38.3K
|
369
$44.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
321+ 2.56% |
$32.8K - $38K
|
12.9K
$1.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
320+ 7.4% |
$32.7K - $37.9K
|
4.64K
$565K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
319+ 13.31% |
$32.6K - $37.8K
|
2.72K
$331K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
316+ 6.6% |
$32.3K - $37.4K
|
5.1K
$622K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
316+ 2.53% |
$32.3K - $37.4K
|
12.8K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
316+ 10.9% |
$32.3K - $37.4K
|
3.22K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
316+ 0.43% |
$32.3K - $37.4K
|
73.3K
$8.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
314+ 0.81% |
$32.1K - $37.2K
|
38.9K
$4.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
311+ 1.5% |
$31.8K - $36.8K
|
21.1K
$2.57M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
309+ 214.58% |
$31.6K - $36.6K
|
453
$55.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
309+ 4.09% |
$31.6K - $36.6K
|
7.86K
$957K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
308+ 7.53% |
$31.5K - $36.4K
|
4.4K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
306+ 2.09% |
$31.3K - $36.2K
|
15K
$1.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
305+ 0.3% |
$31.2K - $36.1K
|
101K
$12.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
305+ 1.51% |
$31.2K - $36.1K
|
20.5K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
302+ 6.74% |
$30.9K - $35.7K
|
4.78K
$582K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
300+ 0.16% |
$30.7K - $35.5K
|
187K
$22.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 3.64% |
$30.7K - $35.5K
|
8.53K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
300+ 3.67% |
$30.7K - $35.5K
|
8.48K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
295+ 0.08% |
$30.1K - $34.9K
|
364K
$44.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
294+ 7.61% |
$30K - $34.8K
|
4.16K
$506K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
292+ 0.04% |
$29.8K - $34.6K
|
692K
$84.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
291+ 0.87% |
$29.7K - $34.4K
|
33.6K
$4.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
291+ 0.88% |
$29.7K - $34.4K
|
33.2K
$4.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
289+ 12.09% |
$29.5K - $34.2K
|
2.68K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
289+ 0.6% |
$29.5K - $34.2K
|
48.1K
$5.86M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
287+ 10.68% |
$29.3K - $34K
|
2.97K
$362K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
285+ 1.32% |
$29.1K - $33.7K
|
21.9K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
284+ 1.07% |
$29K - $33.6K
|
26.9K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
281+ 1.72% |
$28.7K - $33.3K
|
16.6K
$2.02M
|