A detailed history of Defined Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Defined Wealth Management, LLC holds 4,091 shares of XOM stock, worth $453,855. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,091
Previous 3,938 3.89%
Holding current value
$453,855
Previous $393,000 20.87%
% of portfolio
0.35%
Previous 0.3%

Shares

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

Apr 15, 2024

BUY
$96.8 - $116.24 $14,810 - $17,784
153 Added 3.89%
4,091 $475,000
Q4 2023

Jan 09, 2024

SELL
$98.05 - $115.83 $11,079 - $13,088
-113 Reduced 2.79%
3,938 $393,000
Q3 2023

Oct 24, 2023

BUY
$100.92 - $120.2 $9,688 - $11,539
96 Added 2.43%
4,051 $476,000
Q2 2023

Jul 28, 2023

BUY
$102.18 - $118.34 $1,737 - $2,011
17 Added 0.43%
3,955 $424,000
Q4 2022

Jan 23, 2023

BUY
$91.92 - $114.2 $2,481 - $3,083
27 Added 0.69%
3,938 $0
Q2 2021

Jul 20, 2021

BUY
$55.27 - $64.66 $829 - $969
15 Added 0.39%
3,911 $247,000
Q4 2020

Mar 09, 2021

BUY
$31.57 - $44.01 $122,996 - $171,462
3,896 New
3,896 $161,000

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 $462B
  • 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 Defined Wealth Management, LLC Portfolio

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

News

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