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 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
34+ 0.8% |
$3.47K - $4.02K
|
4.3K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
33+ 0.46% |
$3.37K - $3.91K
|
7.22K
$879K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
33+ 0.53% |
$3.37K - $3.91K
|
6.22K
$757K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
33+ 0.17% |
$3.37K - $3.91K
|
18.9K
$2.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
31+ 0.25% |
$3.17K - $3.67K
|
12.5K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31+ 0.32% |
$3.17K - $3.67K
|
9.72K
$1.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 0.49% |
$3.07K - $3.55K
|
6.15K
$749K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
30+ 0.35% |
$3.07K - $3.55K
|
8.65K
$1.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
29+ 0.64% |
$2.96K - $3.43K
|
4.53K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
29+ 0.08% |
$2.96K - $3.43K
|
37.4K
$4.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
28+ 0.31% |
$2.86K - $3.31K
|
8.97K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28+ 0.35% |
$2.86K - $3.31K
|
8.06K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
28+ 1.43% |
$2.86K - $3.31K
|
1.99K
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
27+ 0.52% |
$2.76K - $3.2K
|
5.2K
$633K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26+ 0.29% |
$2.66K - $3.08K
|
8.88K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
26+ 0.16% |
$2.66K - $3.08K
|
15.9K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
26+ 0.26% |
$2.66K - $3.08K
|
10K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
26+ 0.07% |
$2.66K - $3.08K
|
36.1K
$4.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
26+ 0.61% |
$2.66K - $3.08K
|
4.32K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
26+ 0.61% |
$2.66K - $3.08K
|
4.27K
$520K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
25+ 0.7% |
$2.55K - $2.96K
|
3.6K
$438K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
25+ 1.34% |
$2.55K - $2.96K
|
1.9K
$231K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 0.87% |
$2.55K - $2.96K
|
2.9K
$353K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.18% |
$2.55K - $2.96K
|
13.9K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
25+ 0.29% |
$2.55K - $2.96K
|
8.62K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
25+ 0.57% |
$2.55K - $2.96K
|
4.39K
$535K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
25+ 1.34% |
$2.55K - $2.96K
|
1.9K
$231K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
24+ 1.03% |
$2.45K - $2.84K
|
2.36K
$288K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
24+ 0.89% |
$2.45K - $2.84K
|
2.71K
$330K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
24+ 0.79% |
$2.45K - $2.84K
|
3.08K
$375K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
24+ 0.45% |
$2.45K - $2.84K
|
5.36K
$653K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
24+ 0.14% |
$2.45K - $2.84K
|
17.2K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
24+ 0.27% |
$2.45K - $2.84K
|
9.02K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24+ 0.04% |
$2.45K - $2.84K
|
54.5K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
24+ 0.19% |
$2.45K - $2.84K
|
12.6K
$1.53M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
BUY
|
- |
24+ 0.72% |
$2.45K - $2.84K
|
3.35K
$408K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.06% |
$2.35K - $2.72K
|
37.8K
$4.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
22+ 0.33% |
$2.25K - $2.6K
|
6.75K
$822K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 0.74% |
$2.25K - $2.6K
|
3.01K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
22+ 0.32% |
$2.25K - $2.6K
|
6.96K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
22+ 0.01% |
$2.25K - $2.6K
|
408K
$49.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
21+ 0.82% |
$2.15K - $2.49K
|
2.58K
$314K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
21+ 0.22% |
$2.15K - $2.49K
|
9.48K
$1.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.44% |
$2.15K - $2.49K
|
4.84K
$589K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
21+ 0.03% |
$2.15K - $2.49K
|
74.8K
$9.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
21+ 0.14% |
$2.15K - $2.49K
|
14.7K
$1.79M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
21+ 0.23% |
$2.15K - $2.49K
|
9.34K
$1.14M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
21+ 0.85% |
$2.15K - $2.49K
|
2.48K
$302K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 0.19% |
$2.15K - $2.49K
|
11K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
20+ 0.47% |
$2.04K - $2.37K
|
4.24K
$516K
|