Forvis Wealth Advisors, LLC Exxon Mobil Corp Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 57,015 shares of XOM stock, worth $6.86 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

57,015

Previous 40,414 41.08%

Holding current value

$6.86 Million

Previous $4.65 Million 43.66%

% of portfolio

0.16%

Previous 0.12%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$109.72 - $119.0 $1.82 Million - $1.98 Million	16,601 Added 41.08%	57,015 $6.68 Million
Q2 2024 Aug 09, 2024	BUY	$108.36 - $122.2 $197,431 - $222,648	1,822 Added 4.72%	40,414 $4.65 Million
Q1 2024 Apr 19, 2024	SELL	$96.8 - $116.24 $322,344 - $387,079	-3,330 Reduced 7.94%	38,592 $4.49 Million
Q4 2023 Jan 11, 2024	SELL	$98.05 - $115.83 $74,518 - $88,030	-760 Reduced 1.78%	41,922 $4.19 Million
Q3 2023 Oct 25, 2023	SELL	$100.92 - $120.2 $450,809 - $536,933	-4,467 Reduced 9.47%	42,682 $5.02 Million
Q2 2023 Aug 08, 2023	SELL	$102.18 - $118.34 $179,530 - $207,923	-1,757 Reduced 3.59%	47,149 $5.06 Million
Q1 2023 Apr 26, 2023	SELL	$99.84 - $119.17 $442,990 - $528,757	-4,437 Reduced 8.32%	48,906 $5.36 Million
Q4 2022 Feb 02, 2023	SELL	$91.92 - $114.2 $66,090 - $82,109	-719 Reduced 1.33%	53,343 $5.88 Million
Q3 2022 Oct 13, 2022	SELL	$83.14 - $100.12 $134,354 - $161,793	-1,616 Reduced 2.9%	54,062 $4.72 Million
Q2 2022 Jul 22, 2022	BUY	$82.26 - $104.59 $1.63 Million - $2.07 Million	19,794 Added 55.16%	55,678 $4.77 Million
Q1 2022 May 10, 2022	BUY	$63.54 - $87.78 $112,783 - $155,809	1,775 Added 5.2%	35,884 $2.96 Million
Q4 2021 Jan 14, 2022	SELL	$59.16 - $66.36 $37,744 - $42,337	-638 Reduced 1.84%	34,109 $2.09 Million
Q3 2021 Oct 14, 2021	BUY	$52.73 - $63.26 $341,532 - $409,735	6,477 Added 22.91%	34,747 $2.04 Million
Q2 2021 Jul 14, 2021	SELL	$55.27 - $64.66 $200,906 - $235,039	-3,635 Reduced 11.39%	28,270 $1.78 Million
Q1 2021 Apr 23, 2021	SELL	$41.5 - $61.97 $269,003 - $401,689	-6,482 Reduced 16.89%	31,905 $1.78 Million
Q4 2020 Jan 22, 2021	BUY	$31.57 - $44.01 $137,487 - $191,663	4,355 Added 12.8%	38,387 $1.58 Million
Q3 2020 Nov 05, 2020	SELL	$34.28 - $44.97 $226,145 - $296,667	-6,597 Reduced 16.24%	34,032 $1.17 Million
Q2 2020 Jul 15, 2020	BUY	$37.53 - $54.74 $135,108 - $197,064	3,600 Added 9.72%	40,629 $1.82 Million
Q1 2020 Apr 10, 2020	SELL	$31.45 - $70.9 $100,702 - $227,021	-3,202 Reduced 7.96%	37,029 $1.41 Million
Q4 2019 Jan 13, 2020	SELL	$66.7 - $73.09 $39,353 - $43,123	-590 Reduced 1.45%	40,231 $2.81 Million
Q3 2019 Oct 29, 2019	BUY	$67.19 - $77.63 $484,439 - $559,712	7,210 Added 21.45%	40,821 $2.88 Million
Q2 2019 Jul 10, 2019	SELL	$70.77 - $83.38 $859,926 - $1.01 Million	-12,151 Reduced 26.55%	33,611 $2.58 Million
Q1 2019 Apr 10, 2019	BUY	$68.62 - $81.79 $1.47 Million - $1.76 Million	21,460 Added 88.31%	45,762 $3.7 Million
Q4 2018 Jan 15, 2019	SELL	$65.51 - $86.51 $675,670 - $892,264	-10,314 Reduced 29.8%	24,302 $1.66 Million
Q3 2018 Oct 09, 2018	BUY	$76.94 - $86.6 $82,018 - $92,315	1,066 Added 3.18%	34,616 $2.94 Million
Q2 2018 Jul 13, 2018	SELL	$73.22 - $83.6 $21,453 - $24,494	-293 Reduced 0.87%	33,550 $2.78 Million
Q1 2018 May 25, 2018	SELL	$72.81 - $89.07 $7,281 - $8,907	-100 Reduced 0.29%	33,843 $2.53 Million
Q1 2018 Apr 20, 2018	BUY	$72.81 - $89.07 $541,560 - $662,502	7,438 Added 28.06%	33,943 $2.69 Million
Q4 2017 Jan 18, 2018	SELL	$80.24 - $84.02 $422,463 - $442,365	-5,265 Reduced 16.57%	26,505 $2.22 Million
Q3 2017 Oct 13, 2017	BUY	$76.1 - $82.19 $2.42 Million - $2.61 Million	31,770	31,770 $2.61 Million

Others Institutions Holding XOM

# of Institutions

4,314

Shares Held

2.63B

Call Options Held

44.8M

Put Options Held

38.5M

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About EXXON MOBIL CORP

Ticker XOM
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 4,167,640,064
Market Cap $501B
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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Forvis Wealth Advisors, LLC Exxon Mobil Corp Transaction History