A detailed history of Heirloom Wealth Management transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 57,321 shares of XOM stock, worth $6.61 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
57,321
Previous 48,573 18.01%
Holding current value
$6.61 Million
Previous $4.86 Million 37.19%
% of portfolio
2.39%
Previous 1.95%

Shares

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

Apr 24, 2024

BUY
$96.8 - $116.24 $846,806 - $1.02 Million
8,748 Added 18.01%
57,321 $6.66 Million
Q4 2023

Jan 31, 2024

BUY
$98.05 - $115.83 $48,436 - $57,220
494 Added 1.03%
48,573 $4.86 Million
Q3 2023

Oct 23, 2023

SELL
$100.92 - $120.2 $137,856 - $164,193
-1,366 Reduced 2.76%
48,079 $5.65 Million
Q2 2023

Aug 08, 2023

SELL
$102.18 - $118.34 $3.92 Million - $4.54 Million
-38,403 Reduced 43.72%
49,445 $5.3 Million
Q1 2023

Apr 27, 2023

BUY
$99.84 - $119.17 $1.5 Million - $1.79 Million
15,060 Added 20.69%
87,848 $9.63 Million
Q4 2022

Feb 01, 2023

BUY
$91.92 - $114.2 $290,559 - $360,986
3,161 Added 4.54%
72,788 $8.03 Million
Q2 2022

Aug 10, 2022

BUY
$82.26 - $104.59 $655,118 - $832,954
7,964 Added 12.92%
69,627 $6.31 Million
Q1 2022

May 17, 2022

BUY
$63.54 - $87.78 $382,892 - $528,962
6,026 Added 10.83%
61,663 $5.48 Million
Q4 2021

Jan 25, 2022

BUY
$59.16 - $66.36 $3.29 Million - $3.69 Million
55,637 New
55,637 $4.05 Million

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 $480B
  • 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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