A detailed history of Holistic Planning, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Holistic Planning, LLC holds 17,599 shares of XOM stock, worth $2.13 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
17,599
Previous 16,306 7.93%
Holding current value
$2.13 Million
Previous $1.9 Billion 8.84%
% of portfolio
0.87%
Previous 1.46%

Shares

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

Nov 01, 2024

BUY
$109.72 - $119.0 $141,867 - $153,867
1,293 Added 7.93%
17,599 $2.06 Billion
Q1 2024

May 01, 2024

SELL
$96.8 - $116.24 $9,196 - $11,042
-95 Reduced 0.58%
16,306 $1.9 Billion
Q4 2023

Feb 14, 2024

BUY
$98.05 - $115.83 $1.61 Million - $1.9 Million
16,401 New
16,401 $1.64 Billion

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 $504B
  • 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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