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
|
Veriti Management LLC
|
SELL
|
- |
-922- 1.07% |
$94.2K - $109K
|
85.6K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-922- 1.66% |
$94.2K - $109K
|
54.6K
$6.65M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-922- 4.71% |
$94.2K - $109K
|
18.7K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-924- 1.54% |
$94.4K - $109K
|
58.9K
$7.17M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-933- 20.92% |
$95.3K - $110K
|
3.53K
$430K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-942- 7.44% |
$96.3K - $111K
|
11.7K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-947- 1.39% |
$96.8K - $112K
|
67.2K
$8.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-949- 2.81% |
$97K - $112K
|
32.9K
$4M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-952- 4.6% |
$97.3K - $113K
|
19.8K
$2.41M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-953- 7.83% |
$97.4K - $113K
|
11.2K
$1.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-956- 4.17% |
$97.7K - $113K
|
22K
$2.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-957- 5.5% |
$97.8K - $113K
|
16.4K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-963- 1.65% |
$98.4K - $114K
|
57.3K
$6.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-964- 3.66% |
$98.5K - $114K
|
25.4K
$3.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-967- 10.11% |
$98.8K - $114K
|
8.6K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-969- 2.04% |
$99K - $115K
|
46.5K
$5.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-971- 2.12% |
$99.2K - $115K
|
44.8K
$5.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-974- 10.22% |
$99.5K - $115K
|
8.55K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-975- 15.24% |
$99.6K - $115K
|
5.42K
$660K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-978- 2.23% |
$99.9K - $116K
|
42.9K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-982- 4.23% |
$100K - $116K
|
22.2K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-987- 6.06% |
$101K - $117K
|
15.3K
$1.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-990- 5.3% |
$101K - $117K
|
17.7K
$2.16M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-995- 0.68% |
$102K - $118K
|
146K
$17.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-997- 2.23% |
$102K - $118K
|
43.7K
$5.32M
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1K- 8.44% |
$102K - $118K
|
10.9K
$1.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1K- 3.85% |
$102K - $118K
|
25K
$3.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1K- 3.08% |
$103K - $119K
|
31.6K
$3.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.01K- 4.96% |
$103K - $119K
|
19.3K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 24.5% |
$103K - $119K
|
3.11K
$378K
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.01K- 2.36% |
$103K - $120K
|
41.8K
$5.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.01K- 0.37% |
$103K - $120K
|
272K
$33.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.01K- 2.15% |
$103K - $120K
|
45.9K
$5.59M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.03K- 21.13% |
$105K - $121K
|
3.83K
$466K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.03K- 25.12% |
$105K - $121K
|
3.06K
$373K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-1.03K- 19.85% |
$105K - $122K
|
4.15K
$506K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.04K- 1.45% |
$106K - $123K
|
70.3K
$8.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.04K- 8.88% |
$106K - $123K
|
10.6K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-1.04K- 9.26% |
$106K - $123K
|
10.2K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.04K- 0.98% |
$106K - $123K
|
105K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.01% |
$106K - $123K
|
102K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.04K- 10.66% |
$107K - $124K
|
8.75K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.04K- 2.86% |
$107K - $124K
|
35.4K
$4.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.04K- 2.39% |
$107K - $124K
|
42.7K
$5.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.05K- 9.64% |
$107K - $124K
|
9.82K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.05K- 8.7% |
$107K - $124K
|
11K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 6.47% |
$107K - $124K
|
15.2K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 0.84% |
$107K - $124K
|
125K
$15.2M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 0.84% |
$108K - $125K
|
125K
$15.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 19.59% |
$108K - $125K
|
4.35K
$530K
|