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 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-219- 0.93% |
$22.4K - $25.9K
|
23.3K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-221- 10.43% |
$22.6K - $26.2K
|
1.9K
$223K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-222- 1.63% |
$22.7K - $26.3K
|
13.4K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-223- 4.71% |
$22.8K - $26.4K
|
4.51K
$530K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-223- 1.63% |
$22.8K - $26.4K
|
13.5K
$1.59M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-223- 0.96% |
$22.8K - $26.4K
|
23K
$2.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-225- 2.84% |
$23K - $26.6K
|
7.71K
$907K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-226- 3.92% |
$23.1K - $26.7K
|
5.53K
$651K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-227- 0.62% |
$23.2K - $26.9K
|
36.1K
$4.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-228- 0.57% |
$23.3K - $27K
|
39.9K
$4.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-230- 1.88% |
$23.5K - $27.2K
|
12K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-230- 1.25% |
$23.5K - $27.2K
|
18.1K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-233- 0.27% |
$23.8K - $27.6K
|
84.8K
$9.98M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-233- 4.26% |
$23.8K - $27.6K
|
5.23K
$615K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-234- 7.71% |
$23.9K - $27.7K
|
2.8K
$330K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-236- 8.59% |
$24.1K - $27.9K
|
2.51K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-236- 2.53% |
$24.1K - $27.9K
|
9.1K
$1.07M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-236- 0.59% |
$24.1K - $27.9K
|
39.9K
$4.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-238- 0.65% |
$24.3K - $28.2K
|
36.3K
$4.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-239- 5.07% |
$24.4K - $28.3K
|
4.48K
$527K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-239- 7.37% |
$24.4K - $28.3K
|
3K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-239- 6.7% |
$24.4K - $28.3K
|
3.33K
$391K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-240- 1.67% |
$24.5K - $28.4K
|
14.1K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-241- 3.4% |
$24.6K - $28.5K
|
6.84K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-241- 3.4% |
$24.6K - $28.5K
|
6.84K
$805K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-243- 0.3% |
$24.8K - $28.8K
|
80.2K
$9.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-245- 0.63% |
$25K - $29K
|
38.5K
$4.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-247- 2.75% |
$25.2K - $29.2K
|
8.73K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-247- 0.75% |
$25.2K - $29.2K
|
32.7K
$3.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-247- 1.12% |
$25.2K - $29.2K
|
21.8K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-248- 10.08% |
$25.3K - $29.3K
|
2.21K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-250- 0.99% |
$25.5K - $29.6K
|
25.1K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-250- 0.47% |
$25.5K - $29.6K
|
53K
$6.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-250- 1.0% |
$25.5K - $29.6K
|
24.7K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-250- 0.72% |
$25.5K - $29.6K
|
34.4K
$4.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-252- 0.77% |
$25.7K - $29.8K
|
32.6K
$3.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-252- 0.79% |
$25.7K - $29.8K
|
31.8K
$3.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-253- 0.95% |
$25.9K - $29.9K
|
26.3K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-253- 9.69% |
$25.9K - $29.9K
|
2.36K
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-254- 1.14% |
$26K - $30.1K
|
22.1K
$2.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-255- 0.15% |
$26.1K - $30.2K
|
165K
$19.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-257- 2.46% |
$26.3K - $30.4K
|
10.2K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-258- 0.85% |
$26.4K - $30.5K
|
30.1K
$3.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-259- 0.42% |
$26.5K - $30.7K
|
60.9K
$7.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-259- 1.2% |
$26.5K - $30.7K
|
21.4K
$2.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-260- 4.7% |
$26.6K - $30.8K
|
5.27K
$620K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-261- 6.32% |
$26.7K - $30.9K
|
3.87K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-263- 1.44% |
$26.9K - $31.1K
|
18K
$2.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-264- 0.52% |
$27K - $31.2K
|
50.8K
$5.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-265- 1.89% |
$27.1K - $31.4K
|
13.8K
$1.62M
|