Avantax Planning Partners, Inc. Exxon Mobil Corp Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Exxon Mobil Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 77,305 shares of XOM stock, worth $8.23 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

77,305

Previous 92,074 16.04%

Holding current value

$8.23 Million

Previous $10.6 Million 14.51%

% of portfolio

0.33%

Previous 0.34%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$109.72 - $119.0 $1.62 Million - $1.76 Million	-14,769 Reduced 16.04%	77,305 $9.06 Million
Q2 2024 Aug 09, 2024	SELL	$108.36 - $122.2 $213,577 - $240,856	-1,971 Reduced 2.1%	92,074 $10.6 Million
Q1 2024 May 02, 2024	BUY	$96.8 - $116.24 $2.21 Million - $2.66 Million	22,870 Added 32.13%	94,045 $10.9 Million
Q4 2023 Feb 09, 2024	BUY	$98.05 - $115.83 $912,551 - $1.08 Million	9,307 Added 15.04%	71,175 $7.12 Million
Q3 2023 Nov 03, 2023	BUY	$100.92 - $120.2 $245,336 - $292,206	2,431 Added 4.09%	61,868 $7.27 Million
Q2 2023 Jul 17, 2023	BUY	$102.18 - $118.34 $21,355 - $24,733	209 Added 0.35%	59,437 $6.37 Million
Q1 2023 Apr 20, 2023	BUY	$99.84 - $119.17 $218,549 - $260,863	2,189 Added 3.84%	59,228 $6.49 Million
Q4 2022 Feb 09, 2023	SELL	$91.92 - $114.2 $574,591 - $713,864	-6,251 Reduced 9.88%	57,039 $6.29 Million
Q3 2022 Oct 14, 2022	SELL	$83.14 - $100.12 $236,117 - $284,340	-2,840 Reduced 4.29%	63,290 $5.53 Million
Q2 2022 Jul 18, 2022	SELL	$82.26 - $104.59 $431,289 - $548,365	-5,243 Reduced 7.35%	66,130 $5.66 Million
Q1 2022 May 09, 2022	SELL	$63.54 - $87.78 $654,144 - $903,695	-10,295 Reduced 12.61%	71,373 $5.9 Million
Q4 2021 Jan 28, 2022	SELL	$59.16 - $66.36 $54,545 - $61,183	-922 Reduced 1.12%	81,668 $5 Million
Q3 2021 Oct 27, 2021	SELL	$52.73 - $63.26 $516,332 - $619,441	-9,792 Reduced 10.6%	82,590 $4.86 Million
Q2 2021 Aug 10, 2021	BUY	$55.27 - $64.66 $283,700 - $331,899	5,133 Added 5.88%	92,382 $5.83 Million
Q1 2021 May 06, 2021	SELL	$41.5 - $61.97 $369,350 - $551,533	-8,900 Reduced 9.26%	87,249 $4.87 Million
Q4 2020 Feb 04, 2021	SELL	$31.57 - $44.01 $298,589 - $416,246	-9,458 Reduced 8.96%	96,149 $3.96 Million
Q3 2020 Oct 28, 2020	SELL	$34.28 - $44.97 $157,208 - $206,232	-4,586 Reduced 4.16%	105,607 $3.63 Million
Q2 2020 Jul 15, 2020	BUY	$37.53 - $54.74 $1.55 Million - $2.27 Million	41,401 Added 60.18%	110,193 $4.93 Million
Q1 2020 Apr 27, 2020	BUY	$31.45 - $70.9 $4,748 - $10,705	151 Added 0.22%	68,792 $2.61 Million
Q4 2019 Jan 15, 2020	SELL	$66.7 - $73.09 $521,393 - $571,344	-7,817 Reduced 10.22%	68,641 $4.79 Million
Q3 2019 Nov 08, 2019	BUY	$67.19 - $77.63 $744,935 - $860,683	11,087 Added 16.96%	76,458 $5.4 Million
Q2 2019 Aug 07, 2019	SELL	$70.77 - $83.38 $297,870 - $350,946	-4,209 Reduced 6.05%	65,371 $5 Million
Q1 2019 May 08, 2019	BUY	$68.62 - $81.79 $1.65 Million - $1.97 Million	24,103 Added 53.0%	69,580 $5.62 Million
Q4 2018 Feb 14, 2019	SELL	$65.51 - $86.51 $331,742 - $438,086	-5,064 Reduced 10.02%	45,477 $3.1 Million
Q3 2018 Nov 13, 2018	BUY	$76.94 - $86.6 $73,939 - $83,222	961 Added 1.94%	50,541 $4.3 Million
Q2 2018 Aug 13, 2018	SELL	$73.22 - $83.6 $827,752 - $945,097	-11,305 Reduced 18.57%	49,580 $4.1 Million
Q1 2018 May 15, 2018	BUY	$72.81 - $89.07 $409,192 - $500,573	5,620 Added 10.17%	60,885 $4.54 Million
Q4 2017 Feb 09, 2018	SELL	$80.24 - $84.02 $1.04 Million - $1.09 Million	-12,997 Reduced 19.04%	55,265 $4.62 Million
Q3 2017 Oct 19, 2017	BUY	$76.1 - $82.19 $5.19 Million - $5.61 Million	68,262	68,262 $5.6 Million

Others Institutions Holding XOM

# of Institutions

4,319

Shares Held

2.62B

Call Options Held

44.8M

Put Options Held

38.5M

View Full List

About EXXON MOBIL CORP

Ticker XOM
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 4,167,640,064
Market Cap $443B
Description
Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...

More about XOM

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Avantax Planning Partners, Inc. Exxon Mobil Corp Transaction History