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 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
86+ 2.4% |
$8.79K - $10.2K
|
3.66K
$446K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
86+ 0.91% |
$8.79K - $10.2K
|
9.49K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
86+ 0.39% |
$8.79K - $10.2K
|
22.1K
$2.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
86+ 0.94% |
$8.79K - $10.2K
|
9.22K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
85+ 1.6% |
$8.69K - $10.1K
|
5.39K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
85+ 0.05% |
$8.69K - $10.1K
|
165K
$20.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
81+ 1.54% |
$8.28K - $9.59K
|
5.35K
$652K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
81+ 0.76% |
$8.28K - $9.59K
|
10.8K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
81+ 2.06% |
$8.28K - $9.59K
|
4.01K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
81+ 0.64% |
$8.28K - $9.59K
|
12.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
81+ 0.91% |
$8.28K - $9.59K
|
8.95K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
80+ 1.95% |
$8.17K - $9.47K
|
4.18K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
80+ 0.26% |
$8.17K - $9.47K
|
30.8K
$3.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
77+ 2.66% |
$7.87K - $9.11K
|
2.97K
$362K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
77+ 0.1% |
$7.87K - $9.11K
|
79.4K
$9.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
77+ 1.01% |
$7.87K - $9.11K
|
7.69K
$937K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
77+ 0.36% |
$7.87K - $9.11K
|
21.4K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
76+ 2.23% |
$7.77K - $8.99K
|
3.49K
$425K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
75+ 0.84% |
$7.66K - $8.88K
|
8.96K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
75+ 2.04% |
$7.66K - $8.88K
|
3.76K
$458K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
75+ 0.57% |
$7.66K - $8.88K
|
13.3K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
75+ 7.11% |
$7.66K - $8.88K
|
1.13K
$138K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
74+ 0.13% |
$7.56K - $8.76K
|
55.9K
$6.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
73+ 1.3% |
$7.46K - $8.64K
|
5.7K
$694K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
73+ 1.08% |
$7.46K - $8.64K
|
6.8K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
72+ 0.69% |
$7.36K - $8.52K
|
10.5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
72+ 1.9% |
$7.36K - $8.52K
|
3.86K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
71+ 0.12% |
$7.25K - $8.4K
|
60.7K
$7.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
70+ 0.24% |
$7.15K - $8.28K
|
29.2K
$3.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
70+ 1.23% |
$7.15K - $8.28K
|
5.77K
$702K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
65+ 0.24% |
$6.64K - $7.69K
|
26.8K
$3.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
65+ 0.49% |
$6.64K - $7.69K
|
13.4K
$1.63M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65+ 0.75% |
$6.64K - $7.69K
|
8.74K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
64+ 1.59% |
$6.54K - $7.57K
|
4.08K
$497K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
64+ 1.54% |
$6.54K - $7.57K
|
4.22K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
64+ 0.11% |
$6.54K - $7.57K
|
57.7K
$7.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
63+ 27.16% |
$6.44K - $7.46K
|
295
$35.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
62+ 1.56% |
$6.34K - $7.34K
|
4.03K
$491K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 1.2% |
$6.34K - $7.34K
|
5.23K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62+ 0.19% |
$6.34K - $7.34K
|
33.5K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
60+ 1.8% |
$6.13K - $7.1K
|
3.39K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
60+ 0.82% |
$6.13K - $7.1K
|
7.4K
$902K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
59+ 0.74% |
$6.03K - $6.98K
|
8.03K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
59+ 0.61% |
$6.03K - $6.98K
|
9.67K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
59+ 0.18% |
$6.03K - $6.98K
|
33.4K
$4.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
58+ 0.48% |
$5.93K - $6.86K
|
12K
$1.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
57+ 0.64% |
$5.82K - $6.75K
|
8.93K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
56+ 0.55% |
$5.72K - $6.63K
|
10.2K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
56+ 1.05% |
$5.72K - $6.63K
|
5.39K
$656K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
55+ 2.36% |
$5.62K - $6.51K
|
2.39K
$290K
|