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 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
795+ 5.42% |
$73.1K - $90.8K
|
15.5K
$1.64M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
784+ 20.27% |
$72.1K - $89.5K
|
4.65K
$493K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
782+ 8.27% |
$71.9K - $89.3K
|
10.2K
$1.08M
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
781+ 1.54% |
$71.8K - $89.2K
|
51.5K
$5.45M
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
780+ 1.94% |
$71.7K - $89.1K
|
41K
$4.34M
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
774+ 1.97% |
$71.1K - $88.4K
|
40K
$4.24M
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
766+ 3.46% |
$70.4K - $87.5K
|
22.9K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
763+ 7.57% |
$70.1K - $87.1K
|
10.8K
$1.15M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
761+ 11.44% |
$70K - $86.9K
|
7.41K
$785K
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
BUY
|
- |
750+ 8.72% |
$68.9K - $85.7K
|
9.35K
$990K
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
748+ 5.8% |
$68.8K - $85.4K
|
13.6K
$1.44M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
743+ 9.94% |
$68.3K - $84.9K
|
8.22K
$870K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
729+ 6.67% |
$67K - $83.3K
|
11.7K
$1.23M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
728+ 4.64% |
$66.9K - $83.1K
|
16.4K
$1.74M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
723+ 2.98% |
$66.5K - $82.6K
|
25K
$2.65M
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
722+ 14.1% |
$66.4K - $82.5K
|
5.84K
$618K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
719+ 4.29% |
$66.1K - $82.1K
|
17.5K
$1.85M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
710+ 2.84% |
$65.3K - $81.1K
|
25.7K
$2.73M
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
702+ 3.17% |
$64.5K - $80.2K
|
22.8K
$2.42M
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
700New |
$64.3K - $79.9K
|
700
$74.1K
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
691+ 2.83% |
$63.5K - $78.9K
|
25.1K
$2.66M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
684+ 9.23% |
$62.9K - $78.1K
|
8.09K
$857K
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
679New |
$62.4K - $77.5K
|
679
$71.9K
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
671+ 0.92% |
$61.7K - $76.6K
|
73.4K
$7.77M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
668+ 7.12% |
$61.4K - $76.3K
|
10.1K
$1.06M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
666+ 23.99% |
$61.2K - $76.1K
|
3.44K
$364K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
657+ 5.79% |
$60.4K - $75K
|
12K
$1.27M
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
651+ 19.37% |
$59.8K - $74.3K
|
4.01K
$425K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
645+ 26.35% |
$59.3K - $73.7K
|
3.09K
$327K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
644+ 0.7% |
$59.2K - $73.5K
|
92.7K
$9.81M
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
637+ 7.13% |
$58.6K - $72.7K
|
9.57K
$1.01M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
630+ 2.13% |
$57.9K - $71.9K
|
30.2K
$3.19M
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
626+ 12.59% |
$57.5K - $71.5K
|
5.6K
$593K
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
625+ 6.87% |
$57.5K - $71.4K
|
9.72K
$1.03M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
617+ 7.96% |
$56.7K - $70.5K
|
8.37K
$886K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
616+ 2.97% |
$56.6K - $70.3K
|
21.4K
$2.26M
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
615+ 3.38% |
$56.5K - $70.2K
|
18.8K
$1.99M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
614+ 3.23% |
$56.4K - $70.1K
|
19.6K
$2.08M
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
613+ 19.25% |
$56.3K - $70K
|
3.8K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
603+ 17.29% |
$55.4K - $68.9K
|
4.09K
$433K
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
600+ 0.93% |
$55.2K - $68.5K
|
65K
$6.88M
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
600+ 1.68% |
$55.2K - $68.5K
|
36.3K
$3.85M
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
599+ 1.72% |
$55.1K - $68.4K
|
35.4K
$3.74M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
589+ 0.92% |
$54.1K - $67.3K
|
64.5K
$6.83M
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
585+ 20.37% |
$53.8K - $66.8K
|
3.46K
$366K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
577+ 2.24% |
$53K - $65.9K
|
26.3K
$2.79M
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
574+ 6.1% |
$52.8K - $65.6K
|
9.98K
$1.06M
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
570+ 2.54% |
$52.4K - $65.1K
|
23K
$2.44M
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
569+ 2.5% |
$52.3K - $65K
|
23.4K
$2.47M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
568+ 4.94% |
$52.2K - $64.9K
|
12.1K
$1.28M
|