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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.06% |
$204 - $237
|
3.13K
$381K
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1New |
$102 - $118
|
1
$122
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $118
|
2.31K
$281K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1+ 0.03% |
$102 - $118
|
2.94K
$357K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $118
|
2.36K
$287K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $118
|
11.6K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1+ 0.0% |
$102 - $118
|
47.5K
$5.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.03% |
$102 - $118
|
3.94K
$480K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.04% |
$102 - $118
|
2.31K
$281K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.01% |
$102 - $118
|
10.5K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$102 - $118
|
8.56K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.26% |
$102 - $118
|
388
$47.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$102 - $118
|
10.4K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$102 - $118
|
93.2K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.02% |
$102 - $118
|
5.5K
$670K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$102 - $118
|
2.3K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $118
|
7.79K
$949K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.0% |
$102 - $118
|
24.7K
$3.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.02% |
$102 - $118
|
6.47K
$787K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $118
|
3.86K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $118
|
3.95K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.01% |
$102 - $118
|
19.4K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1+ 0.03% |
$102 - $118
|
3.35K
$408K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1+ 0.0% |
$102 - $118
|
23.7K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$102 - $118
|
19.4K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.02% |
$102 - $118
|
4.4K
$536K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.37% |
$102 - $118
|
270
$32.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$102 - $118
|
3.91K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-1- 0.05% |
$102 - $118
|
2.14K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1- 0.02% |
$102 - $118
|
5.28K
$643K
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1- 0.01% |
$102 - $118
|
8.21K
$999K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1- 0.05% |
$102 - $118
|
2.09K
$255K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.04% |
$102 - $118
|
2.59K
$316K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2- 0.04% |
$204 - $237
|
5.71K
$695K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2- 0.14% |
$204 - $237
|
1.41K
$172K
|
|
|
Jul 24, 2023
Q2 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-2- 0.02% |
$204 - $237
|
11.1K
$1.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.01% |
$204 - $237
|
17.2K
$2.1M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-2- 0.07% |
$204 - $237
|
2.81K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.03% |
$204 - $237
|
6.47K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.03% |
$204 - $237
|
5.97K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$204 - $237
|
31.1K
$3.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.92% |
$307 - $355
|
324
$39.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.01% |
$307 - $355
|
49.1K
$5.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3- 0.03% |
$307 - $355
|
9.85K
$1.2M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 5.56% |
$307 - $355
|
51
$6.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4- 0.17% |
$409 - $473
|
2.35K
$286K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-5- 0.01% |
$511 - $592
|
87K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5- 0.69% |
$511 - $592
|
719
$87.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-5- 0.11% |
$511 - $592
|
4.74K
$577K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5- 0.1% |
$511 - $592
|
5.05K
$615K
|