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 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.55K+ 119.89% |
$326K - $405K
|
6.51K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.55KNew |
$326K - $405K
|
3.55K
$376K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.55KNew |
$326K - $405K
|
3.55K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.54K+ 280.13% |
$325K - $404K
|
4.8K
$508K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.52K+ 11.45% |
$323K - $402K
|
34.3K
$3.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
3.52K+ 25.12% |
$323K - $401K
|
17.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.51K+ 1.48% |
$323K - $401K
|
241K
$25.6M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
3.51K+ 10.95% |
$322K - $400K
|
35.5K
$3.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.51KNew |
$322K - $400K
|
3.51K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.5KNew |
$322K - $400K
|
3.5K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.47K+ 0.65% |
$319K - $396K
|
535K
$56.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.46K+ 18.8% |
$318K - $395K
|
21.9K
$2.32M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.46KNew |
$318K - $395K
|
3.46K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.45KNew |
$317K - $394K
|
3.45K
$365K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.43KNew |
$315K - $391K
|
3.43K
$363K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.42K+ 58.63% |
$314K - $390K
|
9.24K
$978K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.41K+ 35.89% |
$313K - $389K
|
12.9K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.41KNew |
$313K - $389K
|
3.41K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.4K+ 0.64% |
$313K - $388K
|
538K
$57M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$312K - $388K
|
3.4K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.37K+ 45.95% |
$309K - $384K
|
10.7K
$1.13M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.36KNew |
$309K - $384K
|
3.36K
$356K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3.33KNew |
$306K - $380K
|
3.33K
$352K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.33K+ 42.38% |
$306K - $380K
|
11.2K
$1.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.32KNew |
$306K - $380K
|
3.32K
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.32K+ 7.6% |
$305K - $379K
|
47K
$4.98M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
3.31K+ 2.65% |
$304K - $378K
|
128K
$13.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.3K+ 20.52% |
$304K - $377K
|
19.4K
$2.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.3KNew |
$304K - $377K
|
3.3K
$350K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.3KNew |
$304K - $377K
|
3.3K
$350K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
3.29KNew |
$302K - $376K
|
3.29K
$348K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.27K+ 58.58% |
$301K - $374K
|
8.86K
$938K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
3.27K+ 11.57% |
$300K - $373K
|
31.5K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.27K+ 1.37% |
$300K - $373K
|
241K
$25.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.25KNew |
$299K - $372K
|
3.25K
$345K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.24KNew |
$298K - $370K
|
3.24K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
3.24KNew |
$298K - $370K
|
3.24K
$343K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
3.23K+ 3.31% |
$297K - $369K
|
101K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.23KNew |
$297K - $369K
|
3.23K
$342K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.23KNew |
$297K - $369K
|
3.23K
$342K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3.22K+ 10.92% |
$296K - $368K
|
32.8K
$3.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.21K+ 8.31% |
$295K - $366K
|
41.8K
$4.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.2K+ 34.77% |
$294K - $365K
|
12.4K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.2K+ 5.55% |
$294K - $365K
|
60.8K
$6.44M
|
|
|
Feb 16, 2023
Q4 2022
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.2KNew |
$294K - $365K
|
3.2K
$339K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3.2K+ 533.33% |
$294K - $365K
|
3.8K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.19K+ 20.44% |
$293K - $365K
|
18.8K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17K+ 3.37% |
$292K - $362K
|
97.5K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.17K+ 129.94% |
$291K - $362K
|
5.61K
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.17K+ 23.17% |
$291K - $362K
|
16.8K
$1.78M
|