A detailed history of Connecticut Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 9,693 shares of XOM stock, worth $1.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,693
Previous 11,208 13.52%
Holding current value
$1.1 Million
Previous $1.12 Million 0.54%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$96.8 - $116.24 $146,652 - $176,103
-1,515 Reduced 13.52%
9,693 $1.13 Million
Q4 2023

Feb 06, 2024

BUY
$98.05 - $115.83 $27,355 - $32,316
279 Added 2.55%
11,208 $1.12 Million
Q3 2023

Oct 19, 2023

BUY
$100.92 - $120.2 $196,289 - $233,789
1,945 Added 21.65%
10,929 $1.29 Million
Q1 2023

Apr 18, 2023

BUY
$99.84 - $119.17 $36,142 - $43,139
362 Added 4.2%
8,984 $985,000
Q4 2022

Jan 17, 2023

SELL
$91.92 - $114.2 $147,531 - $183,291
-1,605 Reduced 15.69%
8,622 $0
Q3 2022

Nov 02, 2022

SELL
$83.14 - $100.12 $234,953 - $282,939
-2,826 Reduced 21.65%
10,227 $893,000
Q2 2022

Jul 12, 2022

BUY
$82.26 - $104.59 $98,053 - $124,671
1,192 Added 10.05%
13,053 $1.12 Million
Q1 2022

Apr 18, 2022

BUY
$63.54 - $87.78 $41,428 - $57,232
652 Added 5.82%
11,861 $980,000
Q4 2021

Jan 24, 2022

SELL
$59.16 - $66.36 $140,445 - $157,538
-2,374 Reduced 17.48%
11,209 $686,000
Q3 2021

Nov 02, 2021

BUY
$52.73 - $63.26 $45,031 - $54,024
854 Added 6.71%
13,583 $799,000
Q2 2021

Jul 29, 2021

SELL
$55.27 - $64.66 $412,314 - $482,363
-7,460 Reduced 36.95%
12,729 $803,000
Q1 2021

May 12, 2021

BUY
$41.5 - $61.97 $837,843 - $1.25 Million
20,189 New
20,189 $1.13 Million
Q1 2021

Apr 29, 2021

SELL
$41.5 - $61.97 $842,616 - $1.26 Million
-20,304 Closed
0 $0
Q4 2020

Jan 29, 2021

SELL
$31.57 - $44.01 $208,709 - $290,950
-6,611 Reduced 24.56%
20,304 $837,000
Q3 2020

Oct 13, 2020

BUY
$34.28 - $44.97 $234,749 - $307,954
6,848 Added 34.13%
26,915 $924,000
Q2 2020

Jul 14, 2020

BUY
$37.53 - $54.74 $89,696 - $130,828
2,390 Added 13.52%
20,067 $897,000
Q1 2020

Apr 20, 2020

SELL
$31.45 - $70.9 $168,194 - $379,173
-5,348 Reduced 23.23%
17,677 $671,000
Q4 2019

Jan 29, 2020

BUY
$66.7 - $73.09 $16,941 - $18,564
254 Added 1.12%
23,025 $1.61 Million
Q3 2019

Oct 24, 2019

BUY
$67.19 - $77.63 $160,718 - $185,690
2,392 Added 11.74%
22,771 $1.61 Million
Q2 2019

Jul 29, 2019

BUY
$70.77 - $83.38 $663,751 - $782,021
9,379 Added 85.26%
20,379 $1.56 Million
Q1 2019

Apr 23, 2019

SELL
$68.62 - $81.79 $38,633 - $46,047
-563 Reduced 4.87%
11,000 $889,000
Q4 2018

Jan 28, 2019

SELL
$65.51 - $86.51 $13,298 - $17,561
-203 Reduced 1.73%
11,563 $788,000
Q3 2018

Nov 14, 2018

BUY
$76.94 - $86.6 $9,232 - $10,392
120 Added 1.03%
11,766 $1.01 Million
Q2 2018

Aug 07, 2018

SELL
$73.22 - $83.6 $165,037 - $188,434
-2,254 Reduced 16.22%
11,646 $952,000
Q1 2018

May 08, 2018

BUY
$72.81 - $89.07 $129,893 - $158,900
1,784 Added 14.72%
13,900 $1.02 Million
Q4 2017

Feb 14, 2018

BUY
$80.24 - $84.02 $10,832 - $11,342
135 Added 1.13%
12,116 $1.06 Million
Q3 2017

Nov 08, 2017

BUY
$76.1 - $82.19 $911,754 - $984,718
11,981
11,981 $983,000

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 $472B
  • 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 Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.