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 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-318- 1.6% |
$32.5K - $37.6K
|
19.5K
$2.38M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-320- 6.27% |
$32.7K - $37.9K
|
4.79K
$583K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-321- 0.48% |
$32.8K - $38K
|
65.9K
$8.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-322- 9.13% |
$32.9K - $38.1K
|
3.2K
$390K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-322- 9.04% |
$32.9K - $38.1K
|
3.24K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-322- 0.72% |
$32.9K - $38.1K
|
44.7K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-323- 1.23% |
$33K - $38.2K
|
25.9K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-323- 1.8% |
$33K - $38.2K
|
17.6K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-325- 2.94% |
$33.2K - $38.5K
|
10.7K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-325- 2.39% |
$33.2K - $38.5K
|
13.3K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-325- 6.99% |
$33.2K - $38.5K
|
4.33K
$527K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-327- 2.93% |
$33.4K - $38.7K
|
10.8K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-329- 1.14% |
$33.6K - $38.9K
|
28.6K
$3.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-332- 1.05% |
$33.9K - $39.3K
|
31.2K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-332- 0.95% |
$33.9K - $39.3K
|
34.7K
$4.22M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-333- 6.23% |
$34K - $39.4K
|
5.01K
$611K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-333- 0.56% |
$34K - $39.4K
|
59K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-334- 3.41% |
$34.1K - $39.5K
|
9.45K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-336- 11.67% |
$34.3K - $39.8K
|
2.54K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-336- 1.76% |
$34.3K - $39.8K
|
18.7K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-337- 1.75% |
$34.4K - $39.9K
|
18.9K
$2.3M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-338- 72.84% |
$34.5K - $40K
|
126
$15.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-341- 0.53% |
$34.8K - $40.4K
|
64.4K
$7.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-341- 14.33% |
$34.8K - $40.4K
|
2.04K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-342- 5.14% |
$34.9K - $40.5K
|
6.31K
$769K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-342- 5.52% |
$34.9K - $40.5K
|
5.86K
$713K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-342- 1.48% |
$34.9K - $40.5K
|
22.8K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-344- 0.31% |
$35.1K - $40.7K
|
109K
$13.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-350- 0.51% |
$35.8K - $41.4K
|
68K
$8.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-350- 8.64% |
$35.8K - $41.4K
|
3.7K
$451K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-350- 5.1% |
$35.8K - $41.4K
|
6.52K
$794K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-350- 5.1% |
$35.8K - $41.4K
|
6.52K
$794K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-352- 3.77% |
$36K - $41.7K
|
9K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-353- 0.57% |
$36.1K - $41.8K
|
61.3K
$7.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-354- 1.74% |
$36.2K - $41.9K
|
20K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-355- 0.11% |
$36.3K - $42K
|
324K
$39.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-356- 2.96% |
$36.4K - $42.1K
|
11.7K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-356- 10.85% |
$36.4K - $42.1K
|
2.93K
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-356- 1.73% |
$36.4K - $42.1K
|
20.2K
$2.46M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-359- 0.76% |
$36.7K - $42.5K
|
47.1K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-360- 0.85% |
$36.8K - $42.6K
|
41.8K
$5.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-362- 0.4% |
$37K - $42.8K
|
90.9K
$11.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-363- 3.84% |
$37.1K - $43K
|
9.1K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-363- 0.09% |
$37.1K - $43K
|
415K
$50.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-363- 29.39% |
$37.1K - $43K
|
872
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-369- 2.51% |
$37.7K - $43.7K
|
14.3K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-371- 0.66% |
$37.9K - $43.9K
|
55.6K
$6.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-373- 9.05% |
$38.1K - $44.1K
|
3.75K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-374- 2.33% |
$38.2K - $44.3K
|
15.7K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
SELL
|
- |
-375- 4.27% |
$38.3K - $44.4K
|
8.4K
$1.02M
|