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 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 0.74% |
$2.25K - $2.6K
|
3.01K
$337K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
22+ 0.32% |
$2.25K - $2.6K
|
6.96K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
22+ 0.01% |
$2.25K - $2.6K
|
408K
$45.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
21+ 0.82% |
$2.15K - $2.49K
|
2.58K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
21+ 0.22% |
$2.15K - $2.49K
|
9.48K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.44% |
$2.15K - $2.49K
|
4.84K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
21+ 0.03% |
$2.15K - $2.49K
|
74.8K
$8.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
21+ 0.14% |
$2.15K - $2.49K
|
14.7K
$1.65M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
21+ 0.23% |
$2.15K - $2.49K
|
9.34K
$1.05M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
21+ 0.85% |
$2.15K - $2.49K
|
2.48K
$278K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 0.19% |
$2.15K - $2.49K
|
11K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
20+ 0.47% |
$2.04K - $2.37K
|
4.24K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.1% |
$2.04K - $2.37K
|
19.3K
$2.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.94K - $2.25K
|
7.49K
$840K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
19+ 0.01% |
$1.94K - $2.25K
|
282K
$31.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
19+ 0.27% |
$1.94K - $2.25K
|
7.16K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
19+ 0.15% |
$1.94K - $2.25K
|
12.6K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
18+ 0.43% |
$1.84K - $2.13K
|
4.16K
$466K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18+ 0.05% |
$1.84K - $2.13K
|
33.4K
$3.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
18+ 0.45% |
$1.84K - $2.13K
|
4.05K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
18+ 0.14% |
$1.84K - $2.13K
|
12.6K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18+ 0.84% |
$1.84K - $2.13K
|
2.15K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.5% |
$1.84K - $2.13K
|
3.59K
$403K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
18+ 0.42% |
$1.84K - $2.13K
|
4.28K
$480K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
18+ 0.26% |
$1.84K - $2.13K
|
6.92K
$777K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
17+ 0.43% |
$1.74K - $2.01K
|
3.96K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
17+ 0.83% |
$1.74K - $2.01K
|
2.06K
$232K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.42% |
$1.63K - $1.89K
|
3.84K
$431K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
16+ 0.04% |
$1.63K - $1.89K
|
44.7K
$5.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16+ 0.03% |
$1.63K - $1.89K
|
50.1K
$5.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.24% |
$1.63K - $1.89K
|
6.62K
$743K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
16+ 0.13% |
$1.63K - $1.89K
|
12.4K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
16+ 0.06% |
$1.63K - $1.89K
|
25.6K
$2.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
15+ 0.52% |
$1.53K - $1.78K
|
2.9K
$325K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.08% |
$1.53K - $1.78K
|
18K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
15+ 0.27% |
$1.53K - $1.78K
|
5.57K
$625K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 1.35% |
$1.53K - $1.78K
|
1.13K
$126K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15+ 0.22% |
$1.53K - $1.78K
|
6.99K
$784K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
14+ 0.08% |
$1.43K - $1.66K
|
17.4K
$1.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 0.31% |
$1.33K - $1.54K
|
4.27K
$479K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.05% |
$1.33K - $1.54K
|
24.6K
$2.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.08% |
$1.33K - $1.54K
|
17.2K
$1.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12+ 0.21% |
$1.23K - $1.42K
|
5.77K
$647K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.29% |
$1.23K - $1.42K
|
4.14K
$465K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
12+ 0.19% |
$1.23K - $1.42K
|
6.36K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 0.07% |
$1.23K - $1.42K
|
16.3K
$1.82M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
12+ 0.11% |
$1.23K - $1.42K
|
11.1K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.41% |
$1.12K - $1.3K
|
2.71K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.12% |
$1.12K - $1.3K
|
9.27K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 0.41% |
$1.02K - $1.18K
|
2.47K
$277K
|