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 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-379- 5.78% |
$38.7K - $44.9K
|
6.18K
$727K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-383- 1.17% |
$39.1K - $45.3K
|
32.3K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-383- 0.24% |
$39.1K - $45.3K
|
157K
$18.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-385- 0.36% |
$39.3K - $45.6K
|
106K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-385- 7.24% |
$39.3K - $45.6K
|
4.94K
$581K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-387- 4.86% |
$39.5K - $45.8K
|
7.58K
$892K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-389- 13.53% |
$39.7K - $46K
|
2.49K
$293K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-390- 5.5% |
$39.9K - $46.2K
|
6.7K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-390- 2.8% |
$39.9K - $46.2K
|
13.5K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-390- 7.23% |
$39.9K - $46.2K
|
5K
$589K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-391- 0.94% |
$40K - $46.3K
|
41.3K
$4.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-391- 2.42% |
$40K - $46.3K
|
15.8K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-393- 2.7% |
$40.2K - $46.5K
|
14.2K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-395- 9.63% |
$40.4K - $46.7K
|
3.71K
$436K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-396- 3.89% |
$40.5K - $46.9K
|
9.79K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-396- 0.7% |
$40.5K - $46.9K
|
56.2K
$6.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-398- 3.25% |
$40.7K - $47.1K
|
11.8K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-398- 4.02% |
$40.7K - $47.1K
|
9.5K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-398- 0.59% |
$40.7K - $47.1K
|
67.2K
$7.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-398- 5.21% |
$40.7K - $47.1K
|
7.25K
$853K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-400- 4.92% |
$40.9K - $47.3K
|
7.73K
$909K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-400- 8.79% |
$40.9K - $47.3K
|
4.15K
$489K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-400- 5.76% |
$40.9K - $47.3K
|
6.55K
$771K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 5.06% |
$40.9K - $47.3K
|
7.5K
$883K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 8.74% |
$40.9K - $47.3K
|
4.18K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-400- 0.8% |
$40.9K - $47.3K
|
49.3K
$5.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-402- 3.3% |
$41.1K - $47.6K
|
11.8K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-405- 1.37% |
$41.4K - $47.9K
|
29.1K
$3.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-405- 2.5% |
$41.4K - $47.9K
|
15.8K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-405- 1.5% |
$41.4K - $47.9K
|
26.6K
$3.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-406- 3.96% |
$41.5K - $48K
|
9.86K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-406- 1.87% |
$41.5K - $48K
|
21.3K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-408- 0.91% |
$41.7K - $48.3K
|
44.4K
$5.23M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-408- 15.45% |
$41.7K - $48.3K
|
2.23K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-409- 1.58% |
$41.8K - $48.4K
|
25.5K
$3M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-410- 2.92% |
$41.9K - $48.5K
|
13.6K
$1.61M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-411- 3.64% |
$42K - $48.6K
|
10.9K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-415- 2.56% |
$42.4K - $49.1K
|
15.8K
$1.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-417- 14.23% |
$42.6K - $49.3K
|
2.51K
$296K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-419- 4.66% |
$42.8K - $49.6K
|
8.58K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-419- 0.95% |
$42.8K - $49.6K
|
43.5K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-420- 1.09% |
$42.9K - $49.7K
|
38.1K
$4.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-422- 12.58% |
$43.1K - $49.9K
|
2.93K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-423- 12.31% |
$43.2K - $50.1K
|
3.01K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-429- 0.77% |
$43.8K - $50.8K
|
55.2K
$6.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-430- 8.37% |
$43.9K - $50.9K
|
4.71K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-432- 7.07% |
$44.1K - $51.1K
|
5.68K
$668K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-435- 4.1% |
$44.4K - $51.5K
|
10.2K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-435- 1.23% |
$44.4K - $51.5K
|
34.8K
$4.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-436- 10.18% |
$44.6K - $51.6K
|
3.85K
$453K
|