Purchases and Sales Made in Q4 2021 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 2021. 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 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
101+ 2.18% |
$5.98K - $6.7K
|
4.73K
$557K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
101+ 2.37% |
$5.98K - $6.7K
|
4.36K
$512K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
100+ 1.05% |
$5.92K - $6.64K
|
9.66K
$1.14M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
100+ 0.39% |
$5.92K - $6.64K
|
25.7K
$3.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 2.06% |
$5.92K - $6.64K
|
4.94K
$582K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
100+ 0.25% |
$5.92K - $6.64K
|
40.4K
$4.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
100+ 0.2% |
$5.92K - $6.64K
|
50.3K
$5.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
99+ 9.16% |
$5.86K - $6.57K
|
1.18K
$139K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
98+ 1.35% |
$5.8K - $6.5K
|
7.34K
$864K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
96+ 1.47% |
$5.68K - $6.37K
|
6.64K
$781K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
96+ 2.27% |
$5.68K - $6.37K
|
4.32K
$509K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
94+ 0.05% |
$5.56K - $6.24K
|
177K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
93+ 1.75% |
$5.5K - $6.17K
|
5.42K
$638K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
91+ 1.75% |
$5.38K - $6.04K
|
5.29K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
87+ 0.14% |
$5.15K - $5.77K
|
63.4K
$7.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
85+ 0.3% |
$5.03K - $5.64K
|
28.2K
$3.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
83+ 0.37% |
$4.91K - $5.51K
|
22.4K
$2.64M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
83+ 0.8% |
$4.91K - $5.51K
|
10.5K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
82+ 1.97% |
$4.85K - $5.44K
|
4.25K
$499K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
81+ 0.24% |
$4.79K - $5.38K
|
34K
$4M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
80+ 0.71% |
$4.73K - $5.31K
|
11.4K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
79New |
$4.67K - $5.24K
|
79
$9.3K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
78+ 0.63% |
$4.61K - $5.18K
|
12.5K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
77+ 0.73% |
$4.56K - $5.11K
|
10.6K
$1.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
75+ 1.39% |
$4.44K - $4.98K
|
5.46K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75New |
$4.44K - $4.98K
|
75
$8.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
74+ 0.06% |
$4.38K - $4.91K
|
133K
$15.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
73+ 10.25% |
$4.32K - $4.84K
|
785
$92.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
71+ 1.06% |
$4.2K - $4.71K
|
6.78K
$797K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
71+ 1.18% |
$4.2K - $4.71K
|
6.09K
$716K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
70+ 0.15% |
$4.14K - $4.65K
|
45.4K
$5.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
70+ 17.5% |
$4.14K - $4.65K
|
470
$55.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
70New |
$4.14K - $4.65K
|
70
$8.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
69+ 1.28% |
$4.08K - $4.58K
|
5.45K
$641K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
68+ 1.94% |
$4.02K - $4.51K
|
3.57K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
68+ 0.14% |
$4.02K - $4.51K
|
47.5K
$5.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
65+ 0.87% |
$3.85K - $4.31K
|
7.51K
$884K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.85% |
$3.85K - $4.31K
|
7.74K
$911K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
62+ 0.28% |
$3.67K - $4.11K
|
22.2K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
58+ 0.1% |
$3.43K - $3.85K
|
56.1K
$6.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
56+ 0.07% |
$3.31K - $3.72K
|
84.8K
$9.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
56+ 0.52% |
$3.31K - $3.72K
|
10.9K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
56+ 0.53% |
$3.31K - $3.72K
|
10.7K
$1.26M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
56+ 0.53% |
$3.31K - $3.72K
|
10.7K
$1.26M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
55+ 0.11% |
$3.25K - $3.65K
|
50.8K
$5.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
52+ 0.27% |
$3.08K - $3.45K
|
19K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
50+ 0.77% |
$2.96K - $3.32K
|
6.58K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.23% |
$2.96K - $3.32K
|
22K
$2.58M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
48+ 0.9% |
$2.84K - $3.19K
|
5.39K
$634K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
48+ 0.26% |
$2.84K - $3.19K
|
18.6K
$2.19M
|