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
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.03% |
$204 - $237
|
6.47K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.03% |
$204 - $237
|
5.97K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$204 - $237
|
31.1K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.92% |
$307 - $355
|
324
$36.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.01% |
$307 - $355
|
49.1K
$5.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3- 0.03% |
$307 - $355
|
9.85K
$1.1M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 5.56% |
$307 - $355
|
51
$5.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4- 0.17% |
$409 - $473
|
2.35K
$264K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-5- 0.01% |
$511 - $592
|
87K
$9.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5- 0.69% |
$511 - $592
|
719
$80.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-5- 0.11% |
$511 - $592
|
4.74K
$531K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5- 0.1% |
$511 - $592
|
5.05K
$566K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-5- 0.2% |
$511 - $592
|
2.48K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$511 - $592
|
31.9K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-5- 0.05% |
$511 - $592
|
10.6K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-6- 0.13% |
$613 - $710
|
4.79K
$537K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-6- 0.2% |
$613 - $710
|
3.04K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 0.23% |
$613 - $710
|
2.56K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-7- 0.01% |
$715 - $828
|
68.7K
$7.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7- 0.25% |
$715 - $828
|
2.75K
$308K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-8- 0.04% |
$817 - $947
|
21.6K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-8- 0.34% |
$817 - $947
|
2.31K
$260K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.11% |
$817 - $947
|
7.26K
$814K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-9- 0.17% |
$920 - $1.07K
|
5.3K
$595K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-9- 0.06% |
$920 - $1.07K
|
14.2K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$920 - $1.07K
|
5.92K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-9- 0.02% |
$920 - $1.07K
|
53.2K
$5.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.12% |
$1.02K - $1.18K
|
8.08K
$906K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10- 0.02% |
$1.02K - $1.18K
|
51.7K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.19% |
$1.02K - $1.18K
|
5.4K
$605K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-10- 0.19% |
$1.02K - $1.18K
|
5.25K
$589K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-11- 0.14% |
$1.12K - $1.3K
|
7.68K
$861K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.26% |
$1.12K - $1.3K
|
4.17K
$467K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-13- 0.04% |
$1.33K - $1.54K
|
29.8K
$3.35M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-13- 0.56% |
$1.33K - $1.54K
|
2.31K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-13- 0.55% |
$1.33K - $1.54K
|
2.34K
$263K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 0.21% |
$1.33K - $1.54K
|
6.25K
$701K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-15- 0.22% |
$1.53K - $1.78K
|
6.71K
$753K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-15- 15.79% |
$1.53K - $1.78K
|
80
$8.98K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-15- 0.06% |
$1.53K - $1.78K
|
25.9K
$2.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.37% |
$1.53K - $1.78K
|
4K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-15- 0.38% |
$1.53K - $1.78K
|
3.97K
$445K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-15- 0.18% |
$1.53K - $1.78K
|
8.4K
$943K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-17- 0.04% |
$1.74K - $2.01K
|
48.1K
$5.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-17- 0.42% |
$1.74K - $2.01K
|
4.07K
$457K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-17- 0.68% |
$1.74K - $2.01K
|
2.47K
$277K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.28% |
$1.84K - $2.13K
|
6.32K
$709K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-18- 0.41% |
$1.84K - $2.13K
|
4.37K
$490K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-18- 0.27% |
$1.84K - $2.13K
|
6.6K
$741K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-19- 0.02% |
$1.94K - $2.25K
|
76.2K
$8.55M
|