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 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 34.75% |
$1.08M - $1.25M
|
40.9K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.5K+ 24.4% |
$1.07M - $1.24M
|
53.6K
$6.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10.4K+ 152.7% |
$1.07M - $1.24M
|
17.3K
$2.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 258.23% |
$1.06M - $1.23M
|
14.5K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
10.4KNew |
$1.06M - $1.23M
|
10.4K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.4K+ 3.13% |
$1.06M - $1.22M
|
341K
$41M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
10.3K+ 9.35% |
$1.05M - $1.22M
|
121K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3K+ 8.94% |
$1.05M - $1.22M
|
126K
$15.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.1K+ 2.7% |
$1.03M - $1.2M
|
386K
$46.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.91K+ 9.84% |
$1.01M - $1.17M
|
111K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
9.9K+ 16.25% |
$1.01M - $1.17M
|
70.8K
$8.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.74K+ 11.54% |
$995K - $1.15M
|
94.1K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.65K+ 75.59% |
$986K - $1.14M
|
22.4K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.58K+ 19.65% |
$978K - $1.13M
|
58.3K
$7.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
9.57K+ 9.39% |
$977K - $1.13M
|
111K
$13.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.56KNew |
$977K - $1.13M
|
9.56K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
9.5K+ 4.99% |
$971K - $1.12M
|
200K
$24.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.36K+ 7.49% |
$956K - $1.11M
|
134K
$16.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.36K+ 7.49% |
$956K - $1.11M
|
134K
$16.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
9.33K+ 29.19% |
$953K - $1.1M
|
41.3K
$4.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.25K+ 23.42% |
$945K - $1.09M
|
48.7K
$5.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.08KNew |
$927K - $1.07M
|
9.08K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
8.93K+ 2.87% |
$913K - $1.06M
|
321K
$38.6M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
8.92KNew |
$911K - $1.06M
|
8.92K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
8.87K+ 8.3% |
$906K - $1.05M
|
116K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.78K+ 7.21% |
$897K - $1.04M
|
131K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.66K+ 2.58% |
$885K - $1.02M
|
345K
$41.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
8.62KNew |
$880K - $1.02M
|
8.62K
$1.04M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.57KNew |
$876K - $1.01M
|
8.57K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.36K+ 2.85% |
$855K - $990K
|
302K
$36.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.35K+ 1.92% |
$853K - $988K
|
443K
$53.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.3K+ 81.49% |
$849K - $983K
|
18.5K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.27K+ 193.9% |
$845K - $979K
|
12.5K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.24KNew |
$842K - $975K
|
8.24K
$991K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
8.22K+ 61.3% |
$840K - $973K
|
21.6K
$2.6M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8.17K+ 12.66% |
$835K - $966K
|
72.7K
$8.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8.16K+ 7.64% |
$834K - $965K
|
115K
$13.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8K+ 6.52% |
$817K - $946K
|
131K
$15.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.94K+ 419.44% |
$811K - $940K
|
9.83K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.92K+ 1.39% |
$809K - $937K
|
576K
$69.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7.88KNew |
$805K - $933K
|
7.88K
$948K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.88K+ 8.26% |
$805K - $933K
|
103K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.87K+ 15.49% |
$804K - $931K
|
58.7K
$7.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.8KNew |
$797K - $923K
|
7.8K
$938K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.78K+ 99.88% |
$795K - $921K
|
15.6K
$1.87M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.73K+ 7.47% |
$789K - $914K
|
111K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
7.66KNew |
$783K - $907K
|
7.66K
$922K
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
7.61KNew |
$778K - $901K
|
7.61K
$916K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.58K+ 63.28% |
$774K - $897K
|
19.6K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.55K+ 11.69% |
$772K - $894K
|
72.2K
$8.68M
|