A detailed history of Phillips Wealth Planners LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,784 shares of XOM stock, worth $764,624. This represents 0.8% of its overall portfolio holdings.

Number of Shares
6,784
Previous 6,000 13.07%
Holding current value
$764,624
Previous $712 Million 6.62%
% of portfolio
0.8%
Previous 0.82%

Shares

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

Aug 02, 2024

BUY
$108.36 - $122.2 $84,954 - $95,804
784 Added 13.07%
6,784 $759 Million
Q1 2024

Apr 29, 2024

BUY
$96.8 - $116.24 $27,394 - $32,895
283 Added 4.95%
6,000 $712 Million
Q4 2023

Feb 12, 2024

SELL
$98.05 - $115.83 $8,040 - $9,498
-82 Reduced 1.41%
5,717 $553 Million
Q3 2023

Oct 30, 2023

BUY
$100.92 - $120.2 $6,862 - $8,173
68 Added 1.19%
5,799 $655 Million
Q2 2023

Jul 26, 2023

BUY
$102.18 - $118.34 $11,852 - $13,727
116 Added 2.07%
5,731 $615 Million
Q1 2023

May 15, 2023

BUY
$99.84 - $119.17 $23,861 - $28,481
239 Added 4.45%
5,615 $644 Million
Q4 2022

Feb 14, 2023

BUY
$91.92 - $114.2 $494,161 - $613,939
5,376 New
5,376 $633 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 $470B
  • 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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.