Baker Tilly Wealth Management, LLC Exxon Mobil Corp Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 12,100 shares of XOM stock, worth $1.43 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

12,100

Previous 18,280 33.81%

Holding current value

$1.43 Million

Previous $2.1 Million 32.6%

% of portfolio

0.65%

Previous 0.88%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$109.72 - $119.0 $678,069 - $735,420	-6,180 Reduced 33.81%	12,100 $1.42 Million
Q2 2024 Jul 18, 2024	SELL	$108.36 - $122.2 $124,180 - $140,041	-1,146 Reduced 5.9%	18,280 $2.1 Million
Q1 2024 May 09, 2024	SELL	$96.8 - $116.24 $266,103 - $319,543	-2,749 Reduced 12.4%	19,426 $2.26 Million
Q4 2023 Jan 10, 2024	BUY	$98.05 - $115.83 $123,739 - $146,177	1,262 Added 6.03%	22,175 $2.22 Million
Q3 2023 Oct 10, 2023	SELL	$100.92 - $120.2 $117,369 - $139,792	-1,163 Reduced 5.27%	20,913 $2.46 Million
Q2 2023 Jul 20, 2023	BUY	$102.18 - $118.34 $8,787 - $10,177	86 Added 0.39%	22,076 $2.37 Million
Q1 2023 Apr 12, 2023	BUY	$99.84 - $119.17 $426,017 - $508,498	4,267 Added 24.08%	21,990 $2.41 Million
Q4 2022 Jan 26, 2023	BUY	$91.92 - $114.2 $371,448 - $461,482	4,041 Added 29.54%	17,723 $0
Q3 2022 Oct 20, 2022	SELL	$83.14 - $100.12 $1.7 Million - $2.05 Million	-20,429 Reduced 59.89%	13,682 $1.2 Million
Q2 2022 Jul 28, 2022	SELL	$82.26 - $104.59 $264,630 - $336,466	-3,217 Reduced 8.62%	34,111 $2.92 Million
Q1 2022 Apr 27, 2022	SELL	$63.54 - $87.78 $93,086 - $128,597	-1,465 Reduced 3.78%	37,328 $3.08 Million
Q4 2021 Feb 08, 2022	BUY	$59.16 - $66.36 $106,369 - $119,315	1,798 Added 4.86%	38,793 $2.37 Million
Q3 2021 Nov 02, 2021	SELL	$52.73 - $63.26 $12,075 - $14,486	-229 Reduced 0.62%	36,995 $2.18 Million
Q2 2021 Jul 30, 2021	BUY	$55.27 - $64.66 $71,132 - $83,217	1,287 Added 3.58%	37,224 $2.35 Million
Q1 2021 Apr 28, 2021	SELL	$41.5 - $61.97 $829,087 - $1.24 Million	-19,978 Reduced 35.73%	35,937 $2.01 Million
Q4 2020 Feb 03, 2021	BUY	$31.57 - $44.01 $1.77 Million - $2.46 Million	55,915 New	55,915 $2.31 Million

Others Institutions Holding XOM

# of Institutions

4,316

Shares Held

2.63B

Call Options Held

44.8M

Put Options Held

38.5M

View Full List

About EXXON MOBIL CORP

Ticker XOM
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 4,167,640,064
Market Cap $492B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Exxon Mobil Corp Transaction History