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 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
157+ 105.37% |
$16K - $18.6K
|
306
$36K
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
156+ 5.64% |
$15.9K - $18.5K
|
2.92K
$344K
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
150+ 64.1% |
$15.3K - $17.8K
|
384
$45.2K
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 1.51% |
$15.3K - $17.8K
|
10.1K
$1.19M
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
150New |
$15.3K - $17.8K
|
150
$17.6K
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
150+ 1.29% |
$15.3K - $17.8K
|
11.8K
$1.39M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
149+ 2.16% |
$15.2K - $17.6K
|
7.05K
$830K
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
149+ 2.11% |
$15.2K - $17.6K
|
7.21K
$849K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
149+ 6.06% |
$15.2K - $17.6K
|
2.61K
$307K
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
148+ 1.82% |
$15.1K - $17.5K
|
8.26K
$972K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
147+ 1.36% |
$15K - $17.4K
|
11K
$1.29M
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
145+ 2.91% |
$14.8K - $17.2K
|
5.13K
$603K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
145+ 0.3% |
$14.8K - $17.2K
|
49.2K
$5.79M
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
145+ 0.44% |
$14.8K - $17.2K
|
33K
$3.88M
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
144+ 3.05% |
$14.7K - $17K
|
4.87K
$573K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144+ 1.12% |
$14.7K - $17K
|
13K
$1.53M
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
144+ 2.47% |
$14.7K - $17K
|
5.98K
$703K
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
144+ 2.47% |
$14.7K - $17K
|
5.98K
$703K
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
143+ 3.87% |
$14.6K - $16.9K
|
3.84K
$452K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
142+ 0.59% |
$14.5K - $16.8K
|
24.4K
$2.87M
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
142+ 0.84% |
$14.5K - $16.8K
|
17K
$2M
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
141+ 1.01% |
$14.4K - $16.7K
|
14.1K
$1.66M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
136+ 1.71% |
$13.9K - $16.1K
|
8.11K
$954K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
136+ 4.48% |
$13.9K - $16.1K
|
3.17K
$373K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
135+ 0.65% |
$13.8K - $16K
|
20.8K
$2.44M
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
135+ 2.23% |
$13.8K - $16K
|
6.19K
$728K
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
135+ 0.48% |
$13.8K - $16K
|
28K
$3.29M
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
134+ 0.48% |
$13.7K - $15.9K
|
28.3K
$3.33M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
133+ 0.61% |
$13.6K - $15.7K
|
21.8K
$2.57M
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
128+ 6.19% |
$13.1K - $15.1K
|
2.2K
$258K
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
128+ 3.31% |
$13.1K - $15.1K
|
3.99K
$470K
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
128+ 0.21% |
$13.1K - $15.1K
|
60.2K
$7.08M
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
127+ 4.09% |
$13K - $15K
|
3.23K
$381K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
127+ 5.45% |
$13K - $15K
|
2.46K
$289K
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
126+ 0.44% |
$12.9K - $14.9K
|
29.1K
$3.42M
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
125+ 1.0% |
$12.8K - $14.8K
|
12.6K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
125+ 1.89% |
$12.8K - $14.8K
|
6.75K
$795K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
124+ 2.9% |
$12.7K - $14.7K
|
4.4K
$518K
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
124+ 10.1% |
$12.7K - $14.7K
|
1.35K
$159K
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
123+ 1.38% |
$12.6K - $14.6K
|
9.03K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
122+ 0.26% |
$12.5K - $14.4K
|
47.6K
$5.6M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
122+ 4.17% |
$12.5K - $14.4K
|
3.05K
$359K
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
121+ 5.09% |
$12.4K - $14.3K
|
2.5K
$294K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
121+ 1.32% |
$12.4K - $14.3K
|
9.32K
$1.1M
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
121+ 1.67% |
$12.4K - $14.3K
|
7.37K
$867K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
121+ 2.02% |
$12.4K - $14.3K
|
6.12K
$720K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
120+ 0.57% |
$12.3K - $14.2K
|
21.2K
$2.49M
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
120+ 0.42% |
$12.3K - $14.2K
|
28.8K
$3.38M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
120+ 3.33% |
$12.3K - $14.2K
|
3.72K
$438K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
119+ 1.18% |
$12.2K - $14.1K
|
10.2K
$1.2M
|