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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-440- 0.67% |
$45K - $52.1K
|
65.2K
$7.67M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-440- 3.85% |
$45K - $52.1K
|
11K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-443- 3.53% |
$45.3K - $52.4K
|
12.1K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-445- 5.11% |
$45.5K - $52.7K
|
8.26K
$972K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-447- 0.57% |
$45.7K - $52.9K
|
78K
$9.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-450- 2.09% |
$46K - $53.3K
|
21.1K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-450- 4.0% |
$46K - $53.3K
|
10.8K
$1.27M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-450- 7.98% |
$46K - $53.3K
|
5.19K
$611K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-454- 2.23% |
$46.4K - $53.7K
|
19.9K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-454- 18.07% |
$46.4K - $53.7K
|
2.06K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-454- 0.84% |
$46.4K - $53.7K
|
53.5K
$6.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-456- 4.78% |
$46.6K - $54K
|
9.09K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-460- 0.55% |
$47K - $54.4K
|
83.3K
$9.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-471- 11.77% |
$48.1K - $55.7K
|
3.53K
$416K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-471- 17.15% |
$48.1K - $55.7K
|
2.28K
$268K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-472- 9.41% |
$48.2K - $55.9K
|
4.54K
$535K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-472- 1.3% |
$48.2K - $55.9K
|
35.9K
$4.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-474- 4.91% |
$48.4K - $56.1K
|
9.18K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-474- 2.78% |
$48.4K - $56.1K
|
16.6K
$1.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-474- 1.98% |
$48.4K - $56.1K
|
23.5K
$2.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-477- 0.26% |
$48.7K - $56.4K
|
186K
$21.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-481- 0.83% |
$49.1K - $56.9K
|
57.8K
$6.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-483- 7.12% |
$49.4K - $57.2K
|
6.3K
$742K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-484- 5.27% |
$49.5K - $57.3K
|
8.7K
$1.02M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-484- 5.48% |
$49.5K - $57.3K
|
8.35K
$982K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-490- 6.77% |
$50.1K - $58K
|
6.75K
$794K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-490- 0.58% |
$50.1K - $58K
|
84.3K
$9.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-493- 2.88% |
$50.4K - $58.3K
|
16.6K
$1.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-495- 9.03% |
$50.6K - $58.6K
|
4.99K
$587K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-495- 7.39% |
$50.6K - $58.6K
|
6.21K
$730K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-496- 4.4% |
$50.7K - $58.7K
|
10.8K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-497- 3.08% |
$50.8K - $58.8K
|
15.7K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-497- 18.58% |
$50.8K - $58.8K
|
2.18K
$256K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-500- 2.31% |
$51.1K - $59.2K
|
21.1K
$2.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-500- 14.56% |
$51.1K - $59.2K
|
2.94K
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-500- 20.7% |
$51.1K - $59.2K
|
1.92K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-500- 9.71% |
$51.1K - $59.2K
|
4.65K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-500- 5.89% |
$51.1K - $59.2K
|
7.99K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-503- 0.9% |
$51.4K - $59.5K
|
55.7K
$6.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-506- 11.06% |
$51.7K - $59.9K
|
4.07K
$479K
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-508- 18.32% |
$51.9K - $60.1K
|
2.27K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-508- 6.13% |
$51.9K - $60.1K
|
7.77K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-509- 2.07% |
$52K - $60.2K
|
24.1K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-511- 2.49% |
$52.2K - $60.5K
|
20K
$2.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-512- 0.84% |
$52.3K - $60.6K
|
60.3K
$7.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-515- 2.18% |
$52.6K - $60.9K
|
23.1K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-518- 4.21% |
$52.9K - $61.3K
|
11.8K
$1.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-520- 0.18% |
$53.1K - $61.5K
|
287K
$33.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-520- 1.99% |
$53.1K - $61.5K
|
25.6K
$3.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-530- 4.17% |
$54.2K - $62.7K
|
12.2K
$1.43M
|