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 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-71- 0.44% |
$7.25K - $8.4K
|
16.2K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-71- 2.84% |
$7.25K - $8.4K
|
2.43K
$285K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-73- 0.32% |
$7.46K - $8.64K
|
22.6K
$2.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-74- 0.97% |
$7.56K - $8.76K
|
7.52K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-74- 0.57% |
$7.56K - $8.76K
|
12.9K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-75- 0.9% |
$7.66K - $8.88K
|
8.25K
$971K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-75- 0.18% |
$7.66K - $8.88K
|
42.3K
$4.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-75- 2.07% |
$7.66K - $8.88K
|
3.55K
$418K
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-75- 2.08% |
$7.66K - $8.88K
|
3.53K
$415K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-76- 0.1% |
$7.77K - $8.99K
|
78.5K
$9.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-76- 1.16% |
$7.77K - $8.99K
|
6.48K
$762K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-76- 1.92% |
$7.77K - $8.99K
|
3.89K
$457K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-76- 1.52% |
$7.77K - $8.99K
|
4.92K
$579K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-76- 3.25% |
$7.77K - $8.99K
|
2.26K
$266K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-77- 0.65% |
$7.87K - $9.11K
|
11.7K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-77- 1.02% |
$7.87K - $9.11K
|
7.46K
$877K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-78- 0.2% |
$7.97K - $9.23K
|
39K
$4.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-78- 3.62% |
$7.97K - $9.23K
|
2.08K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-78- 0.78% |
$7.97K - $9.23K
|
9.89K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-78- 0.25% |
$7.97K - $9.23K
|
30.6K
$3.61M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-78- 0.2% |
$7.97K - $9.23K
|
38.7K
$4.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-80- 3.76% |
$8.17K - $9.47K
|
2.05K
$241K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-81- 1.13% |
$8.28K - $9.59K
|
7.1K
$835K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-81- 1.41% |
$8.28K - $9.59K
|
5.65K
$664K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-81- 0.12% |
$8.28K - $9.59K
|
69.9K
$8.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-84- 0.34% |
$8.58K - $9.94K
|
24.4K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-84- 0.14% |
$8.58K - $9.94K
|
61.8K
$7.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-86- 0.12% |
$8.79K - $10.2K
|
69.7K
$8.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-86- 4.7% |
$8.79K - $10.2K
|
1.74K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-86- 2.22% |
$8.79K - $10.2K
|
3.79K
$446K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-87- 0.08% |
$8.89K - $10.3K
|
104K
$12.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-88- 2.73% |
$8.99K - $10.4K
|
3.14K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-89- 1.36% |
$9.09K - $10.5K
|
6.44K
$757K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-90- 1.38% |
$9.2K - $10.7K
|
6.43K
$756K
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-91- 1.52% |
$9.3K - $10.8K
|
5.89K
$692K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-91- 1.42% |
$9.3K - $10.8K
|
6.3K
$741K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-91- 0.63% |
$9.3K - $10.8K
|
14.4K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-92- 2.79% |
$9.4K - $10.9K
|
3.21K
$377K
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-93- 2.48% |
$9.5K - $11K
|
3.65K
$429K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-93- 2.72% |
$9.5K - $11K
|
3.32K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-93- 0.13% |
$9.5K - $11K
|
70.2K
$8.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-93- 0.19% |
$9.5K - $11K
|
48.8K
$5.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-94- 0.84% |
$9.6K - $11.1K
|
11.1K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-94- 0.19% |
$9.6K - $11.1K
|
48.3K
$5.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-94- 2.51% |
$9.6K - $11.1K
|
3.65K
$429K
|
|
|
Jul 19, 2023
Q2 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-97- 0.89% |
$9.91K - $11.5K
|
10.8K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 0.89% |
$9.91K - $11.5K
|
10.9K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-97- 0.47% |
$9.91K - $11.5K
|
20.6K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-98- 1.88% |
$10K - $11.6K
|
5.12K
$602K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-98- 1.34% |
$10K - $11.6K
|
7.21K
$849K
|