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 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1K+ 3.3% |
$92.2K - $115K
|
31.4K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$92.2K - $115K
|
1K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1K+ 3.07% |
$92.1K - $114K
|
33.6K
$3.95M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1K+ 25.16% |
$91.9K - $114K
|
4.98K
$585K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
999+ 1.78% |
$91.8K - $114K
|
57.3K
$6.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
995+ 172.74% |
$91.5K - $114K
|
1.57K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
974+ 5.09% |
$89.5K - $111K
|
20.1K
$2.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
973New |
$89.4K - $111K
|
973
$114K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
972+ 12.01% |
$89.3K - $111K
|
9.07K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
970+ 21.96% |
$89.2K - $111K
|
5.39K
$634K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
964New |
$88.6K - $110K
|
964
$113K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
962+ 1.01% |
$88.4K - $110K
|
96.2K
$11.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
956+ 2.55% |
$87.9K - $109K
|
38.5K
$4.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
950+ 4.94% |
$87.3K - $108K
|
20.2K
$2.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
948+ 7.19% |
$87.1K - $108K
|
14.1K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
943+ 4.79% |
$86.7K - $108K
|
20.6K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
937+ 2.95% |
$86.1K - $107K
|
32.7K
$3.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
934+ 7.23% |
$85.9K - $107K
|
13.9K
$1.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
BUY
|
- |
930+ 1.94% |
$85.5K - $106K
|
48.8K
$5.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
925+ 2.95% |
$85K - $106K
|
32.3K
$3.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
925+ 4.04% |
$85K - $106K
|
23.8K
$2.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
917New |
$84.3K - $105K
|
917
$108K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
912+ 13.65% |
$83.8K - $104K
|
7.59K
$894K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
910+ 12.92% |
$83.6K - $104K
|
7.95K
$936K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
910+ 1.47% |
$83.6K - $104K
|
62.7K
$7.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
909+ 46.95% |
$83.6K - $104K
|
2.85K
$335K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
904+ 0.98% |
$83.1K - $103K
|
93.1K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
902+ 6.44% |
$82.9K - $103K
|
14.9K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
876+ 6.25% |
$80.5K - $100K
|
14.9K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
872+ 5.02% |
$80.2K - $99.6K
|
18.3K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
872+ 1.7% |
$80.2K - $99.6K
|
52.3K
$6.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
869+ 10.74% |
$79.9K - $99.2K
|
8.96K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
866+ 1.76% |
$79.6K - $98.9K
|
50.1K
$5.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
863+ 2.36% |
$79.3K - $98.6K
|
37.5K
$4.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
860+ 1.05% |
$79.1K - $98.2K
|
82.4K
$9.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
850+ 6.12% |
$78.1K - $97.1K
|
14.7K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
850+ 1.55% |
$78.1K - $97.1K
|
55.8K
$6.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
844+ 17.42% |
$77.6K - $96.4K
|
5.69K
$669K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
836+ 3.1% |
$76.8K - $95.5K
|
27.8K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
833New |
$76.6K - $95.1K
|
833
$98K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
830+ 0.93% |
$76.3K - $94.8K
|
90.4K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
827+ 19.6% |
$76K - $94.4K
|
5.05K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
825New |
$75.8K - $94.2K
|
825
$97.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
816+ 1.75% |
$75K - $93.2K
|
47.4K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
810+ 3.11% |
$74.5K - $92.5K
|
26.8K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
808+ 14.65% |
$74.3K - $92.3K
|
6.33K
$744K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
805+ 23.77% |
$74K - $91.9K
|
4.19K
$493K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
800+ 186.92% |
$73.5K - $91.4K
|
1.23K
$144K
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
BUY
|
- |
800+ 26.26% |
$73.5K - $91.4K
|
3.85K
$453K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
799+ 38.47% |
$73.4K - $91.2K
|
2.88K
$338K
|