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 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
431New |
$39.6K - $49.2K
|
431
$45.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
428+ 2.21% |
$39.3K - $48.9K
|
19.8K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
426+ 1.51% |
$39.2K - $48.6K
|
28.6K
$3.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
425+ 0.52% |
$39.1K - $48.5K
|
81.7K
$8.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
425+ 0.54% |
$39.1K - $48.5K
|
78.6K
$8.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
424+ 0.79% |
$39K - $48.4K
|
54.3K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
421+ 2.96% |
$38.7K - $48.1K
|
14.6K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
420New |
$38.6K - $48K
|
420
$44.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
417+ 15.02% |
$38.3K - $47.6K
|
3.19K
$338K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
415+ 6.57% |
$38.1K - $47.4K
|
6.73K
$712K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
415+ 5.92% |
$38.1K - $47.4K
|
7.43K
$786K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
415+ 3.04% |
$38.1K - $47.4K
|
14.1K
$1.49M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
413+ 1.09% |
$38K - $47.2K
|
38.4K
$4.06M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
412+ 13.99% |
$37.9K - $47.1K
|
3.36K
$356K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
407+ 0.53% |
$37.4K - $46.5K
|
77K
$8.15M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
406+ 17.65% |
$37.3K - $46.4K
|
2.71K
$286K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
404+ 16.67% |
$37.1K - $46.1K
|
2.83K
$299K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
403+ 4.65% |
$37K - $46K
|
9.06K
$960K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
401+ 8.72% |
$36.9K - $45.8K
|
5K
$529K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
400+ 7.35% |
$36.8K - $45.7K
|
5.85K
$619K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
400+ 43.1% |
$36.8K - $45.7K
|
1.33K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
400+ 10.67% |
$36.8K - $45.7K
|
4.15K
$439K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
399+ 2.42% |
$36.7K - $45.6K
|
16.9K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
399+ 1.39% |
$36.7K - $45.6K
|
29.1K
$3.08M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
398+ 8.03% |
$36.6K - $45.5K
|
5.36K
$567K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
398+ 2.73% |
$36.6K - $45.5K
|
15K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
398+ 4.77% |
$36.6K - $45.5K
|
8.75K
$926K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
398+ 4.48% |
$36.6K - $45.5K
|
9.28K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
394New |
$36.2K - $45K
|
394
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
391+ 2.96% |
$35.9K - $44.7K
|
13.6K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
387+ 2.09% |
$35.6K - $44.2K
|
18.9K
$2M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
387+ 0.07% |
$35.6K - $44.2K
|
560K
$59.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
384+ 13.19% |
$35.3K - $43.9K
|
3.3K
$349K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
383+ 3.13% |
$35.2K - $43.7K
|
12.6K
$1.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
383+ 3.04% |
$35.2K - $43.7K
|
13K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
380+ 111.76% |
$34.9K - $43.4K
|
720
$76.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
380+ 7.11% |
$34.9K - $43.4K
|
5.73K
$606K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
375+ 0.78% |
$34.5K - $42.8K
|
48.3K
$5.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
373+ 15.07% |
$34.3K - $42.6K
|
2.85K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
371+ 0.35% |
$34.1K - $42.4K
|
106K
$11.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
369+ 4.31% |
$33.9K - $42.1K
|
8.93K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
369+ 6.03% |
$33.9K - $42.1K
|
6.49K
$687K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
367+ 1.12% |
$33.7K - $41.9K
|
33.2K
$3.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
360+ 0.29% |
$33.1K - $41.1K
|
124K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
359+ 11.95% |
$33K - $41K
|
3.36K
$356K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
357+ 33.55% |
$32.8K - $40.8K
|
1.42K
$150K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
354+ 11.6% |
$32.5K - $40.4K
|
3.41K
$361K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
352+ 0.94% |
$32.4K - $40.2K
|
38K
$4.02M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
350+ 3.13% |
$32.2K - $40K
|
11.5K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
350+ 3.42% |
$32.2K - $40K
|
10.6K
$1.12M
|