A detailed history of Heartwood Wealth Advisors LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 10,204 shares of XOM stock, worth $1.22 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,204
Previous 10,174 0.29%
Holding current value
$1.22 Million
Previous $1.17 Million 2.13%
% of portfolio
0.13%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$109.72 - $119.0 $3,291 - $3,570
30 Added 0.29%
10,204 $1.2 Million
Q2 2024

Jul 09, 2024

BUY
$108.36 - $122.2 $203,500 - $229,491
1,878 Added 22.64%
10,174 $1.17 Million
Q1 2024

Apr 02, 2024

SELL
$96.8 - $116.24 $63,404 - $76,137
-655 Reduced 7.32%
8,296 $964,000
Q3 2023

Oct 17, 2023

SELL
$100.92 - $120.2 $245,942 - $292,927
-2,437 Reduced 21.4%
8,951 $1.05 Million
Q2 2023

Jul 19, 2023

BUY
$102.18 - $118.34 $74,489 - $86,269
729 Added 6.84%
11,388 $1.22 Million
Q1 2023

Apr 14, 2023

BUY
$99.84 - $119.17 $33,446 - $39,921
335 Added 3.24%
10,659 $1.17 Million
Q4 2022

Jan 12, 2023

SELL
$91.92 - $114.2 $19,211 - $23,867
-209 Reduced 1.98%
10,324 $0
Q3 2022

Oct 25, 2022

BUY
$83.14 - $100.12 $10,974 - $13,215
132 Added 1.27%
10,533 $920,000
Q2 2022

Jul 25, 2022

BUY
$82.26 - $104.59 $318,263 - $404,658
3,869 Added 59.23%
10,401 $891,000
Q1 2022

Apr 26, 2022

BUY
$63.54 - $87.78 $183,439 - $253,420
2,887 Added 79.2%
6,532 $539,000
Q3 2021

Oct 12, 2021

BUY
$52.73 - $63.26 $3,480 - $4,175
66 Added 1.84%
3,645 $214,000
Q2 2021

Jul 21, 2021

BUY
$55.27 - $64.66 $197,811 - $231,418
3,579 New
3,579 $226,000
Q1 2020

May 04, 2020

SELL
$31.45 - $70.9 $106,992 - $241,201
-3,402 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$66.7 - $73.09 $226,913 - $248,652
3,402 New
3,402 $237,000

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 $500B
  • 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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