A detailed history of Collaborative Wealth Managment Inc. transactions in Exxon Mobil Corp stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,070 shares of XOM stock, worth $433,048. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,070
Previous 4,030 0.99%
Holding current value
$433,048
Previous $463,000 3.02%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Nov 12, 2024

BUY
$109.72 - $119.0 $4,388 - $4,760
40 Added 0.99%
4,070 $477,000
Q2 2024

Aug 09, 2024

BUY
$108.36 - $122.2 $1,191 - $1,344
11 Added 0.27%
4,030 $463,000
Q4 2023

Feb 07, 2024

SELL
$98.05 - $115.83 $14,707 - $17,374
-150 Reduced 3.6%
4,019 $401,000
Q3 2023

Nov 09, 2023

BUY
$100.92 - $120.2 $302 - $360
3 Added 0.07%
4,169 $490,000
Q2 2023

Aug 07, 2023

SELL
$102.18 - $118.34 $1,123 - $1,301
-11 Reduced 0.26%
4,166 $446,000
Q1 2023

May 08, 2023

SELL
$99.84 - $119.17 $698 - $834
-7 Reduced 0.17%
4,177 $458,000
Q4 2022

Feb 10, 2023

SELL
$91.92 - $114.2 $22,060 - $27,408
-240 Reduced 5.42%
4,184 $461,000
Q2 2022

Aug 15, 2022

BUY
$82.26 - $104.59 $3,537 - $4,497
43 Added 0.98%
4,424 $379,000
Q4 2021

Feb 11, 2022

SELL
$59.16 - $66.36 $2,307 - $2,588
-39 Reduced 0.88%
4,381 $268,000
Q1 2021

May 12, 2022

BUY
$41.5 - $61.97 $183,430 - $273,907
4,420 New
4,420 $365,000

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 $443B
  • 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 Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.