Purchases and Sales Made in Q4 2022 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
7.05K+ 20.18% |
$648K - $805K
|
42K
$4.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.04K+ 1.42% |
$647K - $804K
|
503K
$53.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.04K+ 82.14% |
$647K - $804K
|
15.6K
$1.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.01K+ 19.57% |
$644K - $800K
|
42.8K
$4.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
6.99K+ 3.86% |
$643K - $798K
|
188K
$19.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.98K+ 166.62% |
$641K - $797K
|
11.2K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
6.9K+ 31.42% |
$634K - $788K
|
28.9K
$3.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
6.87KNew |
$631K - $784K
|
6.87K
$727K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.86K+ 3.56% |
$631K - $783K
|
200K
$21.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
6.83KNew |
$628K - $780K
|
6.83K
$723K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.82K+ 6.08% |
$626K - $778K
|
119K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.81K+ 12.15% |
$626K - $777K
|
62.8K
$6.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.73K+ 5.75% |
$618K - $768K
|
124K
$13.1M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6.69KNew |
$615K - $764K
|
6.69K
$708K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.68KNew |
$614K - $763K
|
6.68K
$707K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.67K+ 5.06% |
$613K - $761K
|
138K
$14.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.63K+ 5.95% |
$610K - $757K
|
118K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.61K+ 21.42% |
$608K - $755K
|
37.5K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.58K+ 27.4% |
$605K - $751K
|
30.6K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
6.58K+ 6.57% |
$605K - $751K
|
107K
$11.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.57KNew |
$604K - $751K
|
6.57K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
6.57KNew |
$604K - $750K
|
6.57K
$696K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.48KNew |
$596K - $740K
|
6.48K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
6.48K+ 77.0% |
$595K - $740K
|
14.9K
$1.58M
|
|
|
Jan 03, 2024
Q4 2022
|
Arga Investment Management, LP
|
BUY
|
- |
6.47K+ 89.17% |
$595K - $739K
|
13.7K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.38K+ 3.77% |
$587K - $729K
|
176K
$18.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6.37KNew |
$586K - $728K
|
6.37K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
6.34KNew |
$583K - $724K
|
6.34K
$671K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
6.33KNew |
$582K - $723K
|
6.33K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6.25KNew |
$575K - $714K
|
6.25K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.24K+ 1.97% |
$574K - $713K
|
323K
$34.2M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.23KNew |
$572K - $711K
|
6.23K
$659K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.22K+ 15.1% |
$571K - $710K
|
47.4K
$5.02M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11K+ 2.07% |
$562K - $698K
|
302K
$32M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.11K+ 4.92% |
$561K - $698K
|
130K
$13.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
6.09K+ 12.89% |
$560K - $695K
|
53.3K
$5.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.07K+ 88.59% |
$558K - $693K
|
12.9K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.06KNew |
$557K - $692K
|
6.06K
$642K
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
6KNew |
$552K - $685K
|
6K
$635K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
5.99K+ 20.67% |
$551K - $684K
|
35K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.97K+ 4.54% |
$549K - $682K
|
137K
$14.5M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.97K+ 23.02% |
$549K - $682K
|
31.9K
$3.38M
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.97KNew |
$548K - $681K
|
5.97K
$632K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.96K+ 7.42% |
$548K - $680K
|
86.2K
$9.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 17.33% |
$542K - $674K
|
39.9K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.89KNew |
$541K - $672K
|
5.89K
$623K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.87KNew |
$539K - $670K
|
5.87K
$621K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.84K+ 24.18% |
$537K - $667K
|
30K
$3.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.81K+ 1.38% |
$534K - $664K
|
426K
$45.1M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.81KNew |
$534K - $663K
|
5.81K
$615K
|