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 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-202- 5.9% |
$18.6K - $23.1K
|
3.22K
$342K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-202- 3.43% |
$18.6K - $23.1K
|
5.69K
$605K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-202- 3.65% |
$18.6K - $23.1K
|
5.33K
$567K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-202- 1.02% |
$18.6K - $23.1K
|
19.5K
$2.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-208- 0.06% |
$19.1K - $23.8K
|
343K
$36.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-208- 2.95% |
$19.1K - $23.8K
|
6.84K
$727K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-208- 2.53% |
$19.1K - $23.8K
|
8.02K
$853K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-209- 1.98% |
$19.2K - $23.9K
|
10.3K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-212- 7.8% |
$19.5K - $24.2K
|
2.51K
$266K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-213- 5.76% |
$19.6K - $24.3K
|
3.49K
$370K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-214- 1.23% |
$19.7K - $24.4K
|
17.1K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-215- 1.75% |
$19.8K - $24.6K
|
12.1K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-216- 0.88% |
$19.9K - $24.7K
|
24.3K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-217- 1.99% |
$19.9K - $24.8K
|
10.7K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-218- 3.42% |
$20K - $24.9K
|
6.16K
$655K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-219- 3.64% |
$20.1K - $25K
|
5.8K
$617K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-220- 0.72% |
$20.2K - $25.1K
|
30.5K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-220- 3.48% |
$20.2K - $25.1K
|
6.1K
$648K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-222- 0.48% |
$20.4K - $25.4K
|
46.2K
$4.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-224- 2.5% |
$20.6K - $25.6K
|
8.72K
$927K
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-225- 1.08% |
$20.7K - $25.7K
|
20.6K
$2.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-228- 2.88% |
$21K - $26K
|
7.68K
$817K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-230- 1.09% |
$21.1K - $26.3K
|
20.9K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-230- 0.75% |
$21.1K - $26.3K
|
30.4K
$3.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-240- 1.88% |
$22.1K - $27.4K
|
12.5K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-240- 0.12% |
$22.1K - $27.4K
|
204K
$21.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-240- 0.7% |
$22.1K - $27.4K
|
33.8K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-240- 5.42% |
$22.1K - $27.4K
|
4.18K
$445K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-242- 4.87% |
$22.2K - $27.6K
|
4.73K
$503K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-243- 0.9% |
$22.3K - $27.8K
|
26.6K
$2.83M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-246- 1.51% |
$22.6K - $28.1K
|
16.1K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-247- 0.37% |
$22.7K - $28.2K
|
66.9K
$7.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-248- 0.66% |
$22.8K - $28.3K
|
37.1K
$3.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-249- 5.0% |
$22.9K - $28.4K
|
4.73K
$503K
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-250- 9.43% |
$23K - $28.6K
|
2.4K
$255K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-250- 3.22% |
$23K - $28.6K
|
7.52K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-250- 2.7% |
$23K - $28.6K
|
9K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-250- 4.67% |
$23K - $28.6K
|
5.1K
$542K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-250- 7.02% |
$23K - $28.6K
|
3.31K
$352K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-252- 4.44% |
$23.2K - $28.8K
|
5.43K
$577K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-253- 3.89% |
$23.3K - $28.9K
|
6.25K
$664K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-255- 2.2% |
$23.4K - $29.1K
|
11.3K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-255- 0.83% |
$23.4K - $29.1K
|
30.3K
$3.23M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-257Closed |
$23.6K - $29.3K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-258- 0.33% |
$23.7K - $29.5K
|
78.2K
$8.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-258- 0.91% |
$23.7K - $29.5K
|
27.9K
$2.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-259- 1.02% |
$23.8K - $29.6K
|
25.2K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-259- 15.42% |
$23.8K - $29.6K
|
1.42K
$151K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-260- 3.85% |
$23.9K - $29.7K
|
6.49K
$690K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-260- 2.39% |
$23.9K - $29.7K
|
10.6K
$1.13M
|