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 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.72KNew |
$250K - $311K
|
2.72K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.68K+ 5.08% |
$247K - $306K
|
55.5K
$6.53M
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2885.87% |
$244K - $303K
|
2.75K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.64K+ 7.63% |
$243K - $302K
|
37.3K
$4.38M
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.63K+ 7.33% |
$242K - $301K
|
38.6K
$4.54M
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2.63K+ 7.33% |
$242K - $301K
|
38.6K
$4.54M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.63K+ 1.81% |
$242K - $301K
|
148K
$17.5M
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$242K - $301K
|
2.63K
$310K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.62KNew |
$241K - $299K
|
2.62K
$309K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.62K+ 87.08% |
$240K - $299K
|
5.62K
$661K
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$239K - $297K
|
2.6K
$306K
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.58KNew |
$237K - $295K
|
2.58K
$303K
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.58KNew |
$237K - $294K
|
2.58K
$303K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.58K+ 13.62% |
$237K - $294K
|
21.5K
$2.53M
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.57KNew |
$236K - $293K
|
2.57K
$302K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
2.55K+ 7.87% |
$234K - $291K
|
34.9K
$4.11M
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.55KNew |
$234K - $291K
|
2.55K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.54K+ 0.14% |
$233K - $290K
|
1.77M
$208M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.53K+ 3.3% |
$233K - $289K
|
79.2K
$9.32M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$233K - $289K
|
2.53K
$298K
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.52K+ 0.31% |
$231K - $288K
|
811K
$95.4M
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
2.5K+ 5.32% |
$230K - $286K
|
49.5K
$5.82M
|
|
Feb 10, 2023
Q4 2022
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$230K - $286K
|
2.5K
$294K
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$230K - $286K
|
2.5K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.48KNew |
$228K - $283K
|
2.48K
$292K
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.48K+ 89.68% |
$228K - $283K
|
5.24K
$616K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
2.45K+ 0.03% |
$225K - $279K
|
7.14M
$840M
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.44KNew |
$224K - $279K
|
2.44K
$287K
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.42KNew |
$222K - $276K
|
2.42K
$284K
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.42KNew |
$222K - $276K
|
2.42K
$284K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 4.37% |
$222K - $276K
|
57.6K
$6.78M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.41K+ 0.58% |
$221K - $275K
|
421K
$49.5M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
2.4KNew |
$220K - $274K
|
2.4K
$282K
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.39KNew |
$220K - $273K
|
2.39K
$282K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.39KNew |
$220K - $273K
|
2.39K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$217K - $270K
|
2.36K
$278K
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$216K - $268K
|
2.35K
$277K
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.35K+ 13.4% |
$216K - $268K
|
19.9K
$2.34M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.35KNew |
$216K - $268K
|
2.35K
$276K
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.35K+ 14.88% |
$216K - $268K
|
18.1K
$2.13M
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.33KNew |
$214K - $266K
|
2.33K
$274K
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.32KNew |
$213K - $265K
|
2.32K
$273K
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
2.32K+ 1.59% |
$213K - $265K
|
148K
$17.5M
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
2.3KNew |
$212K - $263K
|
2.3K
$271K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
2.3KNew |
$211K - $262K
|
2.3K
$270K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$211K - $262K
|
2.3K
$270K
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.29K+ 11.0% |
$211K - $262K
|
23.1K
$2.72M
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.29KNew |
$210K - $261K
|
2.29K
$269K
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
2.28KNew |
$209K - $260K
|
2.28K
$268K
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.27KNew |
$209K - $259K
|
2.27K
$267K
|