Evercore Wealth Management, LLC Exxon Mobil Corp Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 88,689 shares of XOM stock, worth $10.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

88,689

Previous 90,548 2.05%

Holding current value

$10.4 Million

Previous $10.4 Million 0.26%

% of portfolio

0.16%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$109.72 - $119.0 $203,969 - $221,221	-1,859 Reduced 2.05%	88,689 $10.4 Million
Q2 2024 Aug 14, 2024	SELL	$108.36 - $122.2 $5,743 - $6,476	-53 Reduced 0.06%	90,548 $10.4 Million
Q1 2024 May 15, 2024	SELL	$96.8 - $116.24 $2,516 - $3,022	-26 Reduced 0.03%	90,601 $10.5 Million
Q4 2023 Feb 14, 2024	SELL	$98.05 - $115.83 $314,446 - $371,466	-3,207 Reduced 3.42%	90,627 $9.06 Million
Q3 2023 Nov 14, 2023	BUY	$100.92 - $120.2 $291,557 - $347,257	2,889 Added 3.18%	93,834 $11 Million
Q2 2023 Aug 04, 2023	SELL	$102.18 - $118.34 $36,989 - $42,839	-362 Reduced 0.4%	90,945 $9.75 Million
Q1 2023 May 15, 2023	BUY	$99.84 - $119.17 $72,983 - $87,113	731 Added 0.81%	91,307 $10 Million
Q4 2022 Feb 14, 2023	BUY	$91.92 - $114.2 $175,383 - $217,893	1,908 Added 2.15%	90,576 $9.99 Million
Q3 2022 Nov 14, 2022	BUY	$83.14 - $100.12 $50,549 - $60,872	608 Added 0.69%	88,668 $7.74 Million
Q2 2022 Aug 15, 2022	SELL	$82.26 - $104.59 $583,141 - $741,438	-7,089 Reduced 7.45%	88,060 $7.54 Million
Q1 2022 May 16, 2022	SELL	$63.54 - $87.78 $186,744 - $257,985	-2,939 Reduced 3.0%	95,149 $7.86 Million
Q4 2021 Feb 14, 2022	SELL	$59.16 - $66.36 $554,565 - $622,058	-9,374 Reduced 8.72%	98,088 $6 Million
Q3 2021 Nov 15, 2021	BUY	$52.73 - $63.26 $96,601 - $115,892	1,832 Added 1.73%	107,462 $6.32 Million
Q2 2021 Aug 16, 2021	SELL	$55.27 - $64.66 $263,969 - $308,816	-4,776 Reduced 4.33%	105,630 $6.66 Million
Q1 2021 May 17, 2021	SELL	$41.5 - $61.97 $283,486 - $423,317	-6,831 Reduced 5.83%	110,406 $6.16 Million
Q4 2020 Feb 16, 2021	SELL	$31.57 - $44.01 $336,252 - $468,750	-10,651 Reduced 8.33%	117,237 $4.83 Million
Q3 2020 Nov 16, 2020	SELL	$34.28 - $44.97 $263,784 - $346,044	-7,695 Reduced 5.68%	127,888 $4.39 Million
Q2 2020 Aug 13, 2020	SELL	$37.53 - $54.74 $664,468 - $969,171	-17,705 Reduced 11.55%	135,583 $6.06 Million
Q1 2020 May 14, 2020	SELL	$31.45 - $70.9 $1.3 Million - $2.93 Million	-41,395 Reduced 21.26%	153,288 $5.82 Million
Q4 2019 Feb 13, 2020	SELL	$66.7 - $73.09 $1.39 Million - $1.52 Million	-20,783 Reduced 9.65%	194,683 $13.6 Million
Q3 2019 Nov 14, 2019	SELL	$67.19 - $77.63 $369,007 - $426,343	-5,492 Reduced 2.49%	215,466 $15.2 Million
Q2 2019 Aug 13, 2019	BUY	$70.77 - $83.38 $110,755 - $130,489	1,565 Added 0.71%	220,958 $16.9 Million
Q1 2019 May 14, 2019	SELL	$68.62 - $81.79 $405,750 - $483,624	-5,913 Reduced 2.62%	219,393 $17.7 Million
Q4 2018 Feb 13, 2019	SELL	$65.51 - $86.51 $804,790 - $1.06 Million	-12,285 Reduced 5.17%	225,306 $15.4 Million
Q3 2018 Nov 13, 2018	SELL	$76.94 - $86.6 $1.12 Million - $1.26 Million	-14,600 Reduced 5.79%	237,591 $20.2 Million
Q2 2018 Aug 14, 2018	BUY	$73.22 - $83.6 $3.09 Million - $3.52 Million	42,152 Added 20.07%	252,191 $20.9 Million
Q1 2018 May 15, 2018	SELL	$72.81 - $89.07 $744,336 - $910,562	-10,223 Reduced 4.64%	210,039 $15.7 Million
Q4 2017 Feb 13, 2018	SELL	$80.24 - $84.02 $453,035 - $474,376	-5,646 Reduced 2.5%	220,262 $18.4 Million
Q3 2017 Nov 13, 2017	BUY	$76.1 - $82.19 $17.2 Million - $18.6 Million	225,908	225,908 $18.5 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 $490B
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

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Evercore Wealth Management, LLC Exxon Mobil Corp Transaction History