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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.25K+ 90.82% |
$390K - $485K
|
8.92K
$944K
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.2K+ 10.03% |
$386K - $480K
|
46.1K
$4.88M
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.19K+ 9.26% |
$385K - $478K
|
49.4K
$5.23M
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.14K+ 156.94% |
$380K - $472K
|
6.77K
$717K
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 162.88% |
$378K - $470K
|
6.64K
$703K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.11K+ 7.31% |
$377K - $469K
|
60.3K
$6.38M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.09K+ 5.94% |
$376K - $467K
|
73K
$7.73M
|
|
Feb 13, 2023
Q4 2022
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.09KNew |
$376K - $467K
|
4.09K
$433K
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
4.06KNew |
$374K - $464K
|
4.06K
$430K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.05K+ 6.0% |
$372K - $463K
|
71.5K
$7.57M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.04K+ 29.54% |
$371K - $461K
|
17.7K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$368K - $457K
|
4K
$423K
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
4K+ 59.15% |
$367K - $457K
|
10.8K
$1.14M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4KNew |
$367K - $456K
|
4K
$423K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4KNew |
$367K - $456K
|
4K
$423K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.99KNew |
$367K - $456K
|
3.99K
$423K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.97K+ 8.64% |
$365K - $454K
|
49.9K
$5.29M
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
3.96K+ 4.74% |
$364K - $452K
|
87.4K
$9.26M
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.95KNew |
$363K - $451K
|
3.95K
$418K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.94KNew |
$362K - $449K
|
3.94K
$417K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.93K+ 14.9% |
$361K - $449K
|
30.3K
$3.21M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.9K+ 20.99% |
$359K - $446K
|
22.5K
$2.38M
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.88KNew |
$357K - $443K
|
3.88K
$411K
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.87KNew |
$356K - $442K
|
3.87K
$410K
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.84K+ 23.37% |
$353K - $438K
|
20.3K
$2.15M
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.84K+ 37.02% |
$353K - $438K
|
14.2K
$1.5M
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.84K+ 3.02% |
$353K - $438K
|
131K
$13.8M
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.84K+ 10.81% |
$353K - $438K
|
39.3K
$4.16M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.82KNew |
$351K - $437K
|
3.82K
$405K
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.82K+ 9.5% |
$351K - $436K
|
44K
$4.66M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 4.0% |
$350K - $435K
|
99.2K
$10.5M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
3.8K+ 1.13% |
$349K - $434K
|
340K
$36M
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
3.8K+ 3.29% |
$349K - $434K
|
119K
$12.6M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.79K+ 21.03% |
$348K - $433K
|
21.8K
$2.31M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.77KNew |
$346K - $430K
|
3.77K
$399K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.77K+ 112.12% |
$346K - $430K
|
7.12K
$754K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.71KNew |
$341K - $424K
|
3.71K
$393K
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.68K+ 3.18% |
$339K - $421K
|
119K
$12.6M
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.67K+ 5.76% |
$337K - $419K
|
67.3K
$7.13M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.67K+ 46.39% |
$337K - $419K
|
11.6K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.64K+ 292.37% |
$335K - $416K
|
4.89K
$517K
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.62KNew |
$332K - $413K
|
3.62K
$383K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.6K+ 350.19% |
$331K - $411K
|
4.63K
$490K
|
|
Feb 21, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$330K - $410K
|
3.59K
$380K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.59K+ 15.08% |
$330K - $410K
|
27.4K
$2.9M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.57K+ 11.77% |
$328K - $408K
|
33.9K
$3.59M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
3.57K+ 15.17% |
$328K - $408K
|
27.1K
$2.87M
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.57KNew |
$328K - $407K
|
3.57K
$378K
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
3.56K+ 3.67% |
$327K - $406K
|
101K
$10.6M
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.55K+ 2.26% |
$327K - $406K
|
161K
$17M
|