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 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.77K+ 5.16% |
$530K - $659K
|
118K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.75KNew |
$529K - $657K
|
5.75K
$609K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.75KNew |
$529K - $657K
|
5.75K
$609K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.72K+ 4.09% |
$526K - $653K
|
146K
$15.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.72K+ 22.06% |
$525K - $653K
|
31.6K
$3.35M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.71KNew |
$525K - $652K
|
5.71K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.69K+ 6.24% |
$523K - $650K
|
96.9K
$10.3M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.69KNew |
$523K - $650K
|
5.69K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.66KNew |
$520K - $646K
|
5.66K
$599K
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
5.66KNew |
$520K - $646K
|
5.66K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.65K+ 76.81% |
$519K - $645K
|
13K
$1.38M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.61K+ 50.57% |
$515K - $640K
|
16.7K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.6K+ 2.12% |
$515K - $640K
|
270K
$28.5M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.58K+ 35.63% |
$513K - $637K
|
21.2K
$2.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.58KNew |
$513K - $637K
|
5.58K
$590K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.49KNew |
$505K - $627K
|
5.49K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5.49KNew |
$505K - $627K
|
5.49K
$581K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.48K+ 76.65% |
$504K - $626K
|
12.6K
$1.34M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.47K+ 18.36% |
$502K - $624K
|
35.2K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
5.44K+ 72.4% |
$500K - $621K
|
12.9K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.43K+ 8.92% |
$499K - $620K
|
66.3K
$7.02M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.43KNew |
$499K - $620K
|
5.43K
$575K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.42KNew |
$498K - $619K
|
5.42K
$574K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.42K+ 6.14% |
$498K - $619K
|
93.7K
$9.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.41KNew |
$497K - $618K
|
5.41K
$573K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.38K+ 26.14% |
$495K - $615K
|
26K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.38KNew |
$494K - $614K
|
5.38K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.37K+ 3.45% |
$494K - $613K
|
161K
$17.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.37KNew |
$493K - $613K
|
5.37K
$568K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.35K+ 5.54% |
$492K - $611K
|
102K
$10.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
5.32KNew |
$489K - $608K
|
5.32K
$563K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.3K+ 20.94% |
$487K - $605K
|
30.6K
$3.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
5.29K+ 2.3% |
$486K - $604K
|
236K
$25M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.29KNew |
$486K - $604K
|
5.29K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 13.13% |
$484K - $601K
|
45.3K
$4.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
5.25K+ 8.9% |
$483K - $600K
|
64.3K
$6.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5.25KNew |
$482K - $599K
|
5.25K
$555K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.24K+ 3.84% |
$482K - $599K
|
142K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.23KNew |
$481K - $597K
|
5.23K
$554K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.22K+ 17.04% |
$479K - $596K
|
35.8K
$3.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.2K+ 96.42% |
$478K - $594K
|
10.6K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.15KNew |
$474K - $589K
|
5.15K
$546K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.08KNew |
$467K - $580K
|
5.08K
$538K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
5.07KNew |
$466K - $579K
|
5.07K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.03K+ 10.54% |
$462K - $574K
|
52.8K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.02KNew |
$461K - $573K
|
5.02K
$531K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.01K+ 16.26% |
$460K - $572K
|
35.8K
$3.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.01K+ 13.04% |
$460K - $572K
|
43.4K
$4.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
5K+ 33.33% |
$460K - $571K
|
20K
$2.12M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$459K - $571K
|
5K
$529K
|