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 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.01K - $1.26K
|
4.78K
$563K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.27% |
$1.01K - $1.26K
|
4.12K
$485K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.01K - $1.26K
|
5.23K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 0.18% |
$1.01K - $1.26K
|
6.06K
$712K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$919 - $1.14K
|
6.6K
$777K
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
10+ 0.02% |
$919 - $1.14K
|
47.3K
$5.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
10+ 0.23% |
$919 - $1.14K
|
4.36K
$513K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
10+ 0.24% |
$919 - $1.14K
|
4.21K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
10+ 0.29% |
$919 - $1.14K
|
3.42K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10+ 0.08% |
$919 - $1.14K
|
12.1K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$919 - $1.14K
|
5.4K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10+ 0.13% |
$919 - $1.14K
|
7.88K
$927K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
9+ 0.28% |
$827 - $1.03K
|
3.17K
$373K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
9+ 0.37% |
$827 - $1.03K
|
2.42K
$285K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
8+ 0.25% |
$735 - $914
|
3.19K
$375K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.05% |
$735 - $914
|
14.7K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8+ 0.02% |
$735 - $914
|
41.7K
$4.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
8+ 0.17% |
$735 - $914
|
4.59K
$540K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
7New |
$643 - $799
|
7
$824
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
7+ 0.09% |
$643 - $799
|
7.96K
$936K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
7+ 0.23% |
$643 - $799
|
3.03K
$356K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.01% |
$643 - $799
|
52.1K
$6.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.13% |
$643 - $799
|
5.42K
$638K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
7+ 0.13% |
$643 - $799
|
5.29K
$623K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.31% |
$643 - $799
|
2.24K
$263K
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.17% |
$552 - $685
|
3.61K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 0.13% |
$552 - $685
|
4.66K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
6+ 0.04% |
$552 - $685
|
15.8K
$1.86M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
6+ 0.11% |
$552 - $685
|
5.37K
$631K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.08% |
$460 - $571
|
6.05K
$712K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5+ 0.13% |
$460 - $571
|
3.81K
$449K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.06% |
$460 - $571
|
8.16K
$961K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
5+ 0.05% |
$460 - $571
|
9.6K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
5+ 0.11% |
$460 - $571
|
4.6K
$541K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$460 - $571
|
5.82K
$685K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
4+ 0.12% |
$368 - $457
|
3.32K
$391K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.67% |
$368 - $457
|
597
$70.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$368 - $457
|
5.95K
$700K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.29% |
$368 - $457
|
1.39K
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.09% |
$368 - $457
|
4.35K
$511K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.17% |
$368 - $457
|
2.33K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$368 - $457
|
17.3K
$2.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.02% |
$276 - $343
|
14.5K
$1.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.05% |
$276 - $343
|
5.52K
$649K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$276 - $343
|
11.1K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.05% |
$276 - $343
|
5.63K
$663K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.08% |
$276 - $343
|
3.61K
$425K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.05% |
$276 - $343
|
5.51K
$648K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3+ 0.02% |
$276 - $343
|
13.9K
$1.64M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$184 - $228
|
4.73K
$557K
|