Financial Synergies Wealth Advisors, Inc. Exxon Mobil Corp Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Exxon Mobil Corp stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 45,979 shares of XOM stock, worth $5.1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

45,979

Previous 22,235 106.79%

Holding current value

$5.1 Million

Previous $2.45 Billion 117.92%

% of portfolio

0.7%

Previous 0.38%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$96.8 - $116.24 $2.3 Million - $2.76 Million	23,744 Added 106.79%	45,979 $5.34 Billion
Q4 2023 Apr 04, 2024	SELL	$98.05 - $115.83 $2.32 Million - $2.74 Million	-23,684 Reduced 51.58%	22,235 $2.45 Billion
Q3 2023 Apr 04, 2024	BUY	$100.92 - $120.2 $609,254 - $725,647	6,037 Added 15.14%	45,919 $5.4 Billion
Q2 2023 Apr 04, 2024	SELL	$102.18 - $118.34 $24,114 - $27,928	-236 Reduced 0.59%	39,882 $4.28 Billion
Q1 2023 Apr 04, 2024	BUY	$99.84 - $119.17 $1.79 Million - $2.13 Million	17,883 Added 80.43%	40,118 $4.4 Billion

Q4 2022 Apr 04, 2024	BUY	$91.92 - $114.2 $1.98 Million - $2.46 Million	21,499 Added 2921.06%	22,235 $2.45 Billion
Q3 2022 Apr 04, 2024	BUY	$83.14 - $100.12 $8,563 - $10,312	103 Added 16.27%	736 $64.3 Million
Q2 2022 Apr 04, 2024	BUY	$82.26 - $104.59 $52,070 - $66,205	633 New	633 $54.2 Million
Q1 2022 Apr 05, 2024	BUY	$63.54 - $87.78 $13,279 - $18,346	209 Added 2.69%	7,970 $658 Million
Q4 2021 Apr 05, 2024	SELL	$59.16 - $66.36 $13,725 - $15,395	-232 Reduced 2.9%	7,761 $475 Million
Q3 2021 Apr 05, 2024	BUY	$52.73 - $63.26 $105 - $126	2 Added 0.03%	7,993 $470 Million
Q2 2021 Apr 05, 2024	SELL	$55.27 - $64.66 $15,143 - $17,716	-274 Reduced 3.32%	7,991 $504 Million
Q1 2021 Apr 05, 2024	BUY	$41.5 - $61.97 $41,790 - $62,403	1,007 Added 13.87%	8,265 $461 Million
Q4 2020 Apr 05, 2024	SELL	$31.57 - $44.01 $5,714 - $7,965	-181 Reduced 2.43%	7,258 $299 Million
Q3 2020 Apr 05, 2024	BUY	$34.28 - $44.97 $651 - $854	19 Added 0.26%	7,439 $255 Million
Q2 2020 Apr 05, 2024	SELL	$37.53 - $54.74 $22,405 - $32,679	-597 Reduced 7.45%	7,420 $332 Million
Q1 2020 Apr 05, 2024	BUY	$31.45 - $70.9 $8,743 - $19,710	278 Added 3.59%	8,017 $304 Million
Q4 2019 Apr 05, 2024	SELL	$66.7 - $73.09 $33,216 - $36,398	-498 Reduced 6.05%	7,739 $540 Million
Q3 2019 Apr 05, 2024	BUY	$67.19 - $77.63 $2,889 - $3,338	43 Added 0.52%	8,237 $582 Million
Q2 2019 Apr 05, 2024	BUY	$70.77 - $83.38 $23,495 - $27,682	332 Added 4.22%	8,194 $628 Million
Q1 2019 Apr 05, 2024	SELL	$68.62 - $81.79 $986,275 - $1.18 Million	-14,373 Reduced 64.64%	7,862 $635 Million

Others Institutions Holding XOM

# of Institutions

4,108

Shares Held

2.31B

Call Options Held

44.9M

Put Options Held

36M

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 $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

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Financial Synergies Wealth Advisors, Inc. Exxon Mobil Corp Transaction History