A detailed history of Wealth Plan Partners, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,523 shares of XOM stock, worth $1.12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,523
Previous 10,911 3.56%
Holding current value
$1.12 Million
Previous $1.26 Billion 1.79%
% of portfolio
0.17%
Previous 0.13%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$109.72 - $119.0 $42,571 - $46,172
-388 Reduced 3.56%
10,523 $1.23 Billion
Q2 2024

Aug 09, 2024

SELL
$108.36 - $122.2 $125,372 - $141,385
-1,157 Reduced 9.59%
10,911 $1.26 Billion
Q1 2024

May 07, 2024

SELL
$96.8 - $116.24 $338,122 - $406,026
-3,493 Reduced 22.45%
12,068 $1.4 Billion
Q4 2023

Jan 05, 2024

SELL
$98.05 - $115.83 $46,769 - $55,250
-477 Reduced 2.97%
15,561 $1.56 Billion
Q3 2023

Nov 01, 2023

BUY
$100.92 - $120.2 $65,295 - $77,769
647 Added 4.2%
16,038 $1.89 Billion
Q2 2023

Jul 31, 2023

SELL
$102.18 - $118.34 $61,308 - $71,004
-600 Reduced 3.75%
15,391 $1.65 Billion
Q1 2023

May 10, 2023

SELL
$99.84 - $119.17 $1.18 Million - $1.4 Million
-11,782 Reduced 42.42%
15,991 $1.75 Billion
Q4 2022

Feb 16, 2023

BUY
$91.92 - $114.2 $49,269 - $61,211
536 Added 1.97%
27,773 $3.23 Billion
Q1 2022

May 03, 2022

SELL
$63.54 - $87.78 $74,659 - $103,141
-1,175 Reduced 4.14%
27,237 $2.32 Million
Q4 2021

Feb 01, 2022

SELL
$59.16 - $66.36 $323,131 - $362,458
-5,462 Reduced 16.12%
28,412 $2.16 Million
Q3 2021

Dec 09, 2021

BUY
$52.73 - $63.26 $108,465 - $130,125
2,057 Added 6.47%
33,874 $1.99 Million
Q2 2021

Aug 19, 2021

SELL
$55.27 - $64.66 $52,727 - $61,685
-954 Reduced 2.91%
31,817 $1.86 Million
Q1 2021

May 11, 2021

SELL
$41.5 - $61.97 $43,575 - $65,068
-1,050 Reduced 3.1%
32,771 $1.94 Million
Q4 2020

Feb 09, 2021

SELL
$31.57 - $44.01 $61,308 - $85,467
-1,942 Reduced 5.43%
33,821 $1.63 Million
Q3 2020

Dec 18, 2020

SELL
$34.28 - $44.97 $333,201 - $437,108
-9,720 Reduced 21.37%
35,763 $1.26 Million
Q2 2020

Aug 19, 2020

SELL
$37.53 - $54.74 $18,126 - $26,439
-483 Reduced 1.05%
45,483 $1.96 Million
Q1 2020

May 15, 2020

BUY
$31.45 - $70.9 $226,471 - $510,550
7,201 Added 18.58%
45,966 $1.94 Million
Q4 2019

Feb 14, 2020

SELL
$66.7 - $73.09 $77,905 - $85,369
-1,168 Reduced 2.92%
38,765 $2.38 Million
Q3 2019

Nov 15, 2019

BUY
$67.19 - $77.63 $231,133 - $267,047
3,440 Added 9.43%
39,933 $2.75 Million
Q2 2019

Aug 19, 2019

SELL
$70.77 - $83.38 $55,979 - $65,953
-791 Reduced 2.12%
36,493 $2.57 Million
Q1 2019

May 16, 2019

SELL
$68.62 - $81.79 $132,024 - $157,363
-1,924 Reduced 4.91%
37,284 $2.85 Million
Q4 2018

Feb 20, 2019

SELL
$65.51 - $86.51 $6.65 Million - $8.79 Million
-101,571 Reduced 72.15%
39,208 $3.05 Million
Q3 2018

Nov 21, 2018

BUY
$76.94 - $86.6 $409,320 - $460,711
5,320 Added 3.93%
140,779 $10.8 Million
Q2 2018

Aug 16, 2018

BUY
$73.22 - $83.6 $582,172 - $664,703
7,951 Added 6.24%
135,459 $11.2 Million
Q1 2018

May 16, 2018

BUY
$72.81 - $89.07 $9.28 Million - $11.4 Million
127,508 New
127,508 $9.51 Million

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 $444B
  • 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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