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 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.81K+ 97.53% |
$593K - $687K
|
11.8K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.8K+ 10.96% |
$592K - $686K
|
58.7K
$6.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.71KNew |
$583K - $675K
|
5.71K
$615K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.69K+ 205.94% |
$581K - $673K
|
8.45K
$911K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.67K+ 6.58% |
$579K - $671K
|
91.8K
$9.9M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.62K+ 2.8% |
$575K - $666K
|
206K
$22.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.59KNew |
$571K - $662K
|
5.59K
$603K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.59K+ 33.96% |
$571K - $662K
|
22.1K
$2.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.55K+ 16.56% |
$567K - $657K
|
39.1K
$4.21M
|
|
|
Jan 30, 2025
Q2 2023
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
5.5K+ 26.19% |
$562K - $651K
|
26.5K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.46K+ 25.36% |
$558K - $646K
|
27K
$2.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
5.45K+ 1.25% |
$557K - $645K
|
442K
$47.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
5.44KNew |
$556K - $644K
|
5.44K
$587K
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.41K+ 36.35% |
$553K - $641K
|
20.3K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
5.28K+ 150.13% |
$539K - $624K
|
8.79K
$948K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
5.27K+ 46.45% |
$539K - $624K
|
16.6K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.27K+ 14.02% |
$538K - $623K
|
42.8K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.26K+ 11.28% |
$538K - $623K
|
51.9K
$5.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.22K+ 8.82% |
$534K - $618K
|
64.4K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
5.22K+ 6.18% |
$533K - $618K
|
89.7K
$9.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.21K+ 1.58% |
$533K - $617K
|
334K
$36M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
5.19K+ 205.95% |
$531K - $614K
|
7.71K
$831K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.19K+ 2.05% |
$530K - $614K
|
259K
$27.9M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.15KNew |
$526K - $609K
|
5.15K
$555K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.1K+ 4.18% |
$521K - $604K
|
127K
$13.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4.99K+ 13.51% |
$510K - $591K
|
42K
$4.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.99K+ 51.03% |
$510K - $590K
|
14.8K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
4.97K+ 22.28% |
$508K - $588K
|
27.3K
$2.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.95K+ 3.18% |
$506K - $586K
|
160K
$17.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
4.93KNew |
$503K - $583K
|
4.93K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4.91K+ 45.1% |
$501K - $581K
|
15.8K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.9K+ 6.35% |
$501K - $580K
|
82.1K
$8.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.82K+ 2.19% |
$493K - $571K
|
225K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.74K+ 90.14% |
$484K - $560K
|
9.99K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.73K+ 19.22% |
$483K - $560K
|
29.3K
$3.16M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.73K+ 19.22% |
$483K - $560K
|
29.3K
$3.16M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4.71K+ 9.45% |
$481K - $557K
|
54.5K
$5.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.67K+ 91.97% |
$477K - $553K
|
9.75K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.64K+ 5.14% |
$474K - $549K
|
95K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
4.61KNew |
$471K - $546K
|
4.61K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.58K+ 152.63% |
$468K - $542K
|
7.58K
$817K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.56K+ 5.24% |
$466K - $540K
|
91.6K
$9.87M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.53K+ 26.81% |
$463K - $536K
|
21.4K
$2.31M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.49KNew |
$459K - $531K
|
4.49K
$484K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
4.49K+ 56.3% |
$458K - $531K
|
12.5K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.48K+ 2.93% |
$458K - $530K
|
157K
$17M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.45K+ 22.0% |
$455K - $527K
|
24.7K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.45K+ 2.96% |
$455K - $526K
|
155K
$16.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.42K+ 1.25% |
$451K - $523K
|
359K
$38.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.28K+ 2.94% |
$437K - $506K
|
150K
$16.2M
|