A detailed history of Vertex Planning Partners, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,778 shares of XOM stock, worth $338,332. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,778
Previous 2,695 3.08%
Holding current value
$338,332
Previous $310 Million 4.96%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 07, 2024

BUY
$109.72 - $119.0 $9,106 - $9,877
83 Added 3.08%
2,778 $326 Million
Q2 2024

Aug 13, 2024

BUY
$108.36 - $122.2 $15,278 - $17,230
141 Added 5.52%
2,695 $310 Million
Q1 2024

May 13, 2024

SELL
$96.8 - $116.24 $57,596 - $69,162
-595 Reduced 18.89%
2,554 $297 Million
Q4 2023

Feb 14, 2024

BUY
$98.05 - $115.83 $31,474 - $37,181
321 Added 11.35%
3,149 $315 Million
Q3 2023

Nov 14, 2023

BUY
$100.92 - $120.2 $2,724 - $3,245
27 Added 0.96%
2,828 $333 Million
Q2 2023

Aug 14, 2023

BUY
$102.18 - $118.34 $34,639 - $40,117
339 Added 13.77%
2,801 $300 Million
Q1 2023

May 16, 2023

SELL
$99.84 - $119.17 $295,626 - $352,862
-2,961 Reduced 54.6%
2,462 $270 Million
Q4 2022

Feb 06, 2023

BUY
$91.92 - $114.2 $498,482 - $619,306
5,423 New
5,423 $598 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 $508B
  • 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 Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.