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 |
---|---|---|---|---|---|---|---|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-8.93K- 15.82% |
$912K - $1.06M
|
47.5K
$5.14M
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8.95K- 5.27% |
$914K - $1.06M
|
161K
$17.4M
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-9.17K- 5.09% |
$937K - $1.09M
|
171K
$18.5M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.23K- 1.52% |
$943K - $1.09M
|
597K
$64.7M
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-9.27K- 42.8% |
$948K - $1.1M
|
12.4K
$1.34M
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-9.36K- 51.38% |
$957K - $1.11M
|
8.86K
$959K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-9.49K- 1.92% |
$970K - $1.12M
|
485K
$52.5M
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.53K- 1.93% |
$974K - $1.13M
|
485K
$52.5M
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.57K- 34.42% |
$978K - $1.13M
|
18.2K
$1.97M
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-9.58K- 19.75% |
$979K - $1.13M
|
39K
$4.22M
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-9.66K- 2.55% |
$987K - $1.14M
|
369K
$39.9M
|
|
Aug 14, 2023
Q2 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-9.77K- 9.45% |
$998K - $1.16M
|
93.6K
$10.1M
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-9.77K- 6.16% |
$999K - $1.16M
|
149K
$16.1M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.8K- 3.2% |
$1M - $1.16M
|
297K
$32.1M
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.82K- 3.13% |
$1M - $1.16M
|
304K
$32.9M
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-9.98K- 22.19% |
$1.02M - $1.18M
|
35K
$3.79M
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10K- 46.56% |
$1.02M - $1.19M
|
11.5K
$1.24M
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-10K- 62.11% |
$1.02M - $1.19M
|
6.12K
$662K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-10.2K- 2.91% |
$1.04M - $1.2M
|
339K
$36.7M
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-10.3K- 35.22% |
$1.05M - $1.22M
|
18.9K
$2.05M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.4K- 1.22% |
$1.07M - $1.24M
|
848K
$91.8M
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 42.4% |
$1.07M - $1.24M
|
14.2K
$1.54M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 42.4% |
$1.07M - $1.24M
|
14.2K
$1.54M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.5K- 1.42% |
$1.07M - $1.24M
|
732K
$79.2M
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-10.8K- 50.28% |
$1.1M - $1.27M
|
10.6K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.8K- 11.02% |
$1.11M - $1.28M
|
87.4K
$9.46M
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-10.9K- 0.94% |
$1.11M - $1.29M
|
1.15M
$125M
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-10.9K- 6.46% |
$1.12M - $1.3M
|
159K
$17.2M
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-11K- 47.5% |
$1.12M - $1.3M
|
12.2K
$1.32M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11K- 0.58% |
$1.13M - $1.31M
|
1.9M
$205M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11K- 5.13% |
$1.13M - $1.31M
|
204K
$22.1M
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-11.1K- 3.81% |
$1.14M - $1.32M
|
281K
$30.4M
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-11.2K- 34.25% |
$1.14M - $1.33M
|
21.5K
$2.33M
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11.3K- 94.96% |
$1.16M - $1.34M
|
602
$65.2K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 5.66% |
$1.17M - $1.35M
|
190K
$20.6M
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-11.6K- 26.21% |
$1.18M - $1.37M
|
32.6K
$3.52M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.6K- 25.86% |
$1.19M - $1.37M
|
33.3K
$3.6M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.9K- 34.92% |
$1.21M - $1.4M
|
22.1K
$2.39M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.9K- 4.95% |
$1.21M - $1.41M
|
228K
$24.7M
|
|
Jul 28, 2023
Q2 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-12K- 17.12% |
$1.23M - $1.42M
|
58.1K
$6.29M
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-12.1K- 71.26% |
$1.23M - $1.43M
|
4.87K
$527K
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.4KClosed |
$1.27M - $1.47M
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.7K- 98.69% |
$1.3M - $1.5M
|
168
$18.2K
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12.9K- 0.51% |
$1.32M - $1.53M
|
2.52M
$273M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13K- 29.92% |
$1.32M - $1.53M
|
30.4K
$3.29M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13K- 10.73% |
$1.33M - $1.53M
|
108K
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-13K- 32.66% |
$1.33M - $1.54M
|
26.8K
$2.9M
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13K- 0.48% |
$1.33M - $1.54M
|
2.72M
$294M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.1K- 33.21% |
$1.33M - $1.54M
|
26.3K
$2.84M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-13.1K- 5.34% |
$1.34M - $1.55M
|
232K
$25.1M
|