Purchases and Sales Made in Q3 2022 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
118+ 2.04% |
$9.81K - $11.8K
|
5.9K
$630K
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
117+ 0.85% |
$9.73K - $11.7K
|
13.9K
$1.48M
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
117+ 2.61% |
$9.73K - $11.7K
|
4.6K
$491K
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
117+ 0.37% |
$9.73K - $11.7K
|
31.6K
$3.38M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
116+ 1.57% |
$9.64K - $11.6K
|
7.49K
$800K
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
116+ 0.62% |
$9.64K - $11.6K
|
18.7K
$2M
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
115+ 0.1% |
$9.56K - $11.5K
|
115K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
115+ 0.83% |
$9.56K - $11.5K
|
14K
$1.5M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
115+ 0.64% |
$9.56K - $11.5K
|
18.2K
$1.94M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
113+ 1.46% |
$9.39K - $11.3K
|
7.83K
$837K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
111+ 0.42% |
$9.23K - $11.1K
|
26.8K
$2.87M
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
108+ 0.92% |
$8.98K - $10.8K
|
11.9K
$1.27M
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
BUY
|
- |
106+ 0.21% |
$8.81K - $10.6K
|
50.4K
$5.38M
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
106+ 0.11% |
$8.81K - $10.6K
|
93.2K
$9.96M
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
106+ 0.25% |
$8.81K - $10.6K
|
42.3K
$4.52M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
104+ 3.17% |
$8.65K - $10.4K
|
3.39K
$362K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
104+ 0.65% |
$8.65K - $10.4K
|
16.1K
$1.72M
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
103+ 1.86% |
$8.56K - $10.3K
|
5.63K
$601K
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 2.42% |
$8.56K - $10.3K
|
4.35K
$465K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
103+ 16.27% |
$8.56K - $10.3K
|
736
$78.6K
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
102+ 0.42% |
$8.48K - $10.2K
|
24.2K
$2.58M
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
102+ 2.76% |
$8.48K - $10.2K
|
3.8K
$405K
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
BUY
|
- |
101+ 2.57% |
$8.4K - $10.1K
|
4.03K
$431K
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
101+ 2.77% |
$8.4K - $10.1K
|
3.74K
$400K
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
100+ 0.2% |
$8.31K - $10K
|
50.3K
$5.37M
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
100+ 2.45% |
$8.31K - $10K
|
4.18K
$447K
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98+ 0.57% |
$8.15K - $9.81K
|
17.4K
$1.86M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
97+ 0.8% |
$8.06K - $9.71K
|
12.2K
$1.31M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
97+ 0.24% |
$8.06K - $9.71K
|
41.3K
$4.42M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
97+ 1.46% |
$8.06K - $9.71K
|
6.75K
$721K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
97+ 2.47% |
$8.06K - $9.71K
|
4.03K
$430K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
97+ 1.6% |
$8.06K - $9.71K
|
6.16K
$658K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
97+ 2.51% |
$8.06K - $9.71K
|
3.97K
$424K
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
95+ 0.2% |
$7.9K - $9.51K
|
46.5K
$4.97M
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
95+ 1.78% |
$7.9K - $9.51K
|
5.45K
$582K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
94+ 0.3% |
$7.82K - $9.41K
|
31K
$3.31M
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
94+ 1.36% |
$7.82K - $9.41K
|
7.02K
$750K
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
93+ 2.06% |
$7.73K - $9.31K
|
4.62K
$493K
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
93+ 0.09% |
$7.73K - $9.31K
|
100K
$10.7M
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
91+ 0.55% |
$7.57K - $9.11K
|
16.7K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
91+ 0.84% |
$7.57K - $9.11K
|
10.9K
$1.17M
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
91+ 4.0% |
$7.57K - $9.11K
|
2.37K
$253K
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
89+ 1.36% |
$7.4K - $8.91K
|
6.63K
$708K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
88+ 3.25% |
$7.32K - $8.81K
|
2.79K
$298K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
86+ 1.0% |
$7.15K - $8.61K
|
8.64K
$923K
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
85+ 2.02% |
$7.07K - $8.51K
|
4.3K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
84+ 3.14% |
$6.98K - $8.41K
|
2.76K
$295K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
81+ 1.01% |
$6.73K - $8.11K
|
8.07K
$862K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
81+ 1.94% |
$6.73K - $8.11K
|
4.25K
$454K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
77+ 1.45% |
$6.4K - $7.71K
|
5.4K
$576K
|