A detailed history of Wetherby Asset Management Inc transactions in Exxon Mobil Corp stock. As of the latest transaction made, Wetherby Asset Management Inc holds 76,686 shares of XOM stock, worth $9 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
76,686
Previous 61,841 24.01%
Holding current value
$9 Million
Previous $7.19 Million 22.82%
% of portfolio
0.42%
Previous 0.35%

Shares

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

Aug 14, 2024

BUY
$108.36 - $122.2 $1.61 Million - $1.81 Million
14,845 Added 24.01%
76,686 $8.83 Million
Q1 2024

May 15, 2024

SELL
$96.8 - $116.24 $144,812 - $173,895
-1,496 Reduced 2.36%
61,841 $7.19 Million
Q4 2023

Feb 14, 2024

SELL
$98.05 - $115.83 $212,180 - $250,656
-2,164 Reduced 3.3%
63,337 $6.33 Million
Q3 2023

Nov 14, 2023

SELL
$100.92 - $120.2 $249,676 - $297,374
-2,474 Reduced 3.64%
65,501 $7.7 Million
Q2 2023

Aug 14, 2023

SELL
$102.18 - $118.34 $234,094 - $271,116
-2,291 Reduced 3.26%
67,975 $7.29 Million
Q1 2023

May 12, 2023

BUY
$99.84 - $119.17 $188,098 - $224,516
1,884 Added 2.76%
70,266 $7.71 Million
Q4 2022

Feb 14, 2023

BUY
$91.92 - $114.2 $186,413 - $231,597
2,028 Added 3.06%
68,382 $7.54 Million
Q3 2022

Nov 14, 2022

BUY
$83.14 - $100.12 $541,657 - $652,281
6,515 Added 10.89%
66,354 $5.79 Million
Q2 2022

Aug 15, 2022

BUY
$82.26 - $104.59 $440,420 - $559,974
5,354 Added 9.83%
59,839 $5.12 Million
Q1 2022

May 16, 2022

SELL
$63.54 - $87.78 $226,329 - $312,672
-3,562 Reduced 6.14%
54,485 $4.5 Million
Q4 2021

Feb 14, 2022

BUY
$59.16 - $66.36 $33,662 - $37,758
569 Added 0.99%
58,047 $3.55 Million
Q3 2021

Nov 15, 2021

SELL
$52.73 - $63.26 $127,606 - $153,089
-2,420 Reduced 4.04%
57,478 $3.38 Million
Q2 2021

Aug 16, 2021

BUY
$55.27 - $64.66 $187,420 - $219,262
3,391 Added 6.0%
59,898 $3.78 Million
Q1 2021

May 14, 2021

SELL
$41.5 - $61.97 $118,814 - $177,420
-2,863 Reduced 4.82%
56,507 $3.16 Million
Q4 2020

Feb 11, 2021

SELL
$31.57 - $44.01 $172,687 - $240,734
-5,470 Reduced 8.44%
59,370 $2.45 Million
Q3 2020

Dec 16, 2020

SELL
$34.28 - $44.97 $119,020 - $156,135
-3,472 Reduced 5.08%
64,840 $2.23 Million
Q3 2020

Nov 13, 2020

BUY
$34.28 - $44.97 $42,267 - $55,448
1,233 Added 1.84%
68,312 $2.35 Million
Q2 2020

Aug 14, 2020

BUY
$37.53 - $54.74 $247,698 - $361,284
6,600 Added 10.91%
67,079 $3 Million
Q1 2020

May 06, 2020

SELL
$31.45 - $70.9 $245,939 - $554,438
-7,820 Reduced 11.45%
60,479 $2.3 Million
Q4 2019

Jan 28, 2020

SELL
$66.7 - $73.09 $58,429 - $64,026
-876 Reduced 1.27%
68,299 $4.77 Million
Q3 2019

Oct 31, 2019

SELL
$67.19 - $77.63 $885,967 - $1.02 Million
-13,186 Reduced 16.01%
69,175 $4.88 Million
Q2 2019

Jul 25, 2019

BUY
$70.77 - $83.38 $139,063 - $163,841
1,965 Added 2.44%
82,361 $6.31 Million
Q1 2019

May 09, 2019

SELL
$68.62 - $81.79 $211,143 - $251,667
-3,077 Reduced 3.69%
80,396 $6.5 Million
Q4 2018

Jan 30, 2019

SELL
$65.51 - $86.51 $339,800 - $448,727
-5,187 Reduced 5.85%
83,473 $5.69 Million
Q3 2018

Nov 07, 2018

SELL
$76.94 - $86.6 $42,317 - $47,630
-550 Reduced 0.62%
88,660 $7.54 Million
Q2 2018

Jul 24, 2018

BUY
$73.22 - $83.6 $72,853 - $83,182
995 Added 1.13%
89,210 $7.38 Million
Q1 2018

May 04, 2018

SELL
$72.81 - $89.07 $484,696 - $592,938
-6,657 Reduced 7.02%
88,215 $6.58 Million
Q4 2017

Feb 09, 2018

BUY
$80.24 - $84.02 $181,502 - $190,053
2,262 Added 2.44%
94,872 $7.94 Million
Q3 2017

Nov 13, 2017

BUY
$76.1 - $82.19 $7.05 Million - $7.61 Million
92,610
92,610 $7.59 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 $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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.