A detailed history of True Wealth Design, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 166 shares of XOM stock, worth $17,514. This represents 0.01% of its overall portfolio holdings.

Number of Shares
166
Previous 845 80.36%
Holding current value
$17,514
Previous $97.3 Million 80.01%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$109.72 - $119.0 $74,499 - $80,801
-679 Reduced 80.36%
166 $19.5 Million
Q2 2024

Aug 14, 2024

BUY
$108.36 - $122.2 $6,501 - $7,332
60 Added 7.64%
845 $97.3 Million
Q1 2024

May 14, 2024

BUY
$96.8 - $116.24 $12,100 - $14,530
125 Added 18.94%
785 $91.3 Million
Q4 2023

Feb 14, 2024

BUY
$98.05 - $115.83 $196 - $231
2 Added 0.3%
660 $66 Million
Q3 2023

Nov 13, 2023

SELL
$100.92 - $120.2 $10,899 - $12,981
-108 Reduced 14.1%
658 $77.4 Million
Q2 2023

Aug 14, 2023

SELL
$102.18 - $118.34 $189,135 - $219,047
-1,851 Reduced 70.73%
766 $82.2 Million
Q1 2023

May 12, 2023

BUY
$99.84 - $119.17 $145,367 - $173,511
1,456 Added 125.41%
2,617 $287 Million
Q4 2022

Feb 15, 2023

BUY
$91.92 - $114.2 $106,719 - $132,586
1,161 New
1,161 $128 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 $440B
  • 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.