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 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-93- 2.48% |
$9.5K - $11K
|
3.65K
$410K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-93- 2.72% |
$9.5K - $11K
|
3.32K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-93- 0.13% |
$9.5K - $11K
|
70.2K
$7.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-93- 0.19% |
$9.5K - $11K
|
48.8K
$5.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-94- 0.84% |
$9.6K - $11.1K
|
11.1K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-94- 0.19% |
$9.6K - $11.1K
|
48.3K
$5.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-94- 2.51% |
$9.6K - $11.1K
|
3.65K
$409K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-96- 0.73% |
$9.81K - $11.4K
|
13.1K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-97- 0.89% |
$9.91K - $11.5K
|
10.8K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 0.89% |
$9.91K - $11.5K
|
10.9K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-97- 0.47% |
$9.91K - $11.5K
|
20.6K
$2.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-98- 1.88% |
$10K - $11.6K
|
5.12K
$574K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-98- 1.34% |
$10K - $11.6K
|
7.21K
$809K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 0.4% |
$10.2K - $11.8K
|
24.8K
$2.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-100- 0.41% |
$10.2K - $11.8K
|
24.5K
$2.75M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-100- 0.94% |
$10.2K - $11.8K
|
10.5K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-100- 1.76% |
$10.2K - $11.8K
|
5.57K
$625K
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 0.19% |
$10.2K - $11.8K
|
53.1K
$5.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-100- 0.54% |
$10.2K - $11.8K
|
18.3K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-100- 4.87% |
$10.2K - $11.8K
|
1.95K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-100- 0.5% |
$10.2K - $11.8K
|
19.9K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 9.05% |
$10.2K - $11.8K
|
1.01K
$113K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 2.39% |
$10.2K - $11.8K
|
4.08K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-100- 0.12% |
$10.2K - $11.8K
|
84.5K
$9.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.3% |
$10.2K - $11.8K
|
32.9K
$3.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-101- 0.51% |
$10.3K - $12K
|
19.6K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-101- 1.33% |
$10.3K - $12K
|
7.48K
$839K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-103- 0.74% |
$10.5K - $12.2K
|
13.9K
$1.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-104- 2.61% |
$10.6K - $12.3K
|
3.87K
$435K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-104- 1.52% |
$10.6K - $12.3K
|
6.73K
$755K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-107- 3.91% |
$10.9K - $12.7K
|
2.63K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-108- 0.07% |
$11K - $12.8K
|
144K
$16.2M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-110- 1.96% |
$11.2K - $13K
|
5.5K
$617K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-110- 0.14% |
$11.2K - $13K
|
80.7K
$9.05M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-111- 2.14% |
$11.3K - $13.1K
|
5.08K
$570K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-112- 4.9% |
$11.4K - $13.3K
|
2.18K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-112- 1.63% |
$11.4K - $13.3K
|
6.77K
$760K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-113- 0.91% |
$11.5K - $13.4K
|
12.3K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-113- 0.79% |
$11.5K - $13.4K
|
14.2K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-113- 1.72% |
$11.5K - $13.4K
|
6.47K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-114- 1.47% |
$11.6K - $13.5K
|
7.63K
$856K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-115- 0.15% |
$11.8K - $13.6K
|
76.2K
$8.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-116- 1.28% |
$11.9K - $13.7K
|
8.95K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-118- 1.9% |
$12.1K - $14K
|
6.11K
$685K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-118- 3.43% |
$12.1K - $14K
|
3.32K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-119- 2.95% |
$12.2K - $14.1K
|
3.92K
$440K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-119- 3.63% |
$12.2K - $14.1K
|
3.16K
$355K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-121- 1.7% |
$12.4K - $14.3K
|
7K
$786K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-121- 0.28% |
$12.4K - $14.3K
|
42.7K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-121- 0.21% |
$12.4K - $14.3K
|
58.6K
$6.57M
|