A detailed history of Cassady Schiller Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 8,989 shares of XOM stock, worth $1.05 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
8,989
Previous 8,568 4.91%
Holding current value
$1.05 Million
Previous $995,000 3.92%
% of portfolio
0.44%
Previous 0.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$108.36 - $122.2 $45,619 - $51,446
421 Added 4.91%
8,989 $1.03 Million
Q1 2024

May 13, 2024

BUY
$96.8 - $116.24 $147,910 - $177,614
1,528 Added 21.7%
8,568 $995,000
Q3 2023

Nov 09, 2023

SELL
$100.92 - $120.2 $46,826 - $55,772
-464 Reduced 6.18%
7,040 $827,000
Q2 2023

Aug 10, 2023

SELL
$102.18 - $118.34 $40,872 - $47,336
-400 Reduced 5.06%
7,504 $804,000
Q1 2023

May 12, 2023

SELL
$99.84 - $119.17 $72,783 - $86,874
-729 Reduced 8.44%
7,904 $866,000
Q4 2022

May 16, 2023

SELL
$91.92 - $114.2 $55,152 - $68,520
-600 Reduced 7.59%
7,304 $805,000
Q4 2022

Feb 13, 2023

BUY
$91.92 - $114.2 $1,378 - $1,713
15 Added 0.17%
8,633 $952,000
Q3 2022

Nov 09, 2022

BUY
$83.14 - $100.12 $44,646 - $53,764
537 Added 6.65%
8,618 $752,000
Q2 2022

Aug 11, 2022

BUY
$82.26 - $104.59 $4,030 - $5,124
49 Added 0.61%
8,081 $692,000
Q1 2022

May 12, 2022

BUY
$63.54 - $87.78 $166,347 - $229,808
2,618 Added 48.36%
8,032 $663,000
Q4 2021

Feb 09, 2022

BUY
$59.16 - $66.36 $320,292 - $359,273
5,414 New
5,414 $331,000

Others Institutions Holding XOM

About EXXON MOBIL CORP


  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $489B
  • 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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