A detailed history of Icon Wealth Advisors, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 63,157 shares of XOM stock, worth $7.54 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
63,157
Previous 108,812 41.96%
Holding current value
$7.54 Million
Previous $12.5 Million 40.9%
% of portfolio
0.22%
Previous 1.08%

Shares

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

Nov 14, 2024

BUY
$109.72 - $119.0 $9.97 Million - $10.8 Million
90,893 Added 143.92%
154,050 $18.1 Million
Q3 2024

Nov 12, 2024

SELL
$109.72 - $119.0 $5.01 Million - $5.43 Million
-45,655 Reduced 41.96%
63,157 $7.4 Million
Q2 2024

Aug 14, 2024

SELL
$108.36 - $122.2 $4.99 Million - $5.63 Million
-46,090 Reduced 29.75%
108,812 $12.5 Million
Q1 2024

May 15, 2024

BUY
$96.8 - $116.24 $266,684 - $320,241
2,755 Added 1.81%
154,902 $18 Million
Q4 2023

Feb 14, 2024

SELL
$98.05 - $115.83 $2.81 Million - $3.32 Million
-28,666 Reduced 15.85%
152,147 $15.2 Million
Q4 2022

Feb 14, 2023

SELL
$91.92 - $114.2 $817,076 - $1.02 Million
-8,889 Reduced 4.69%
180,813 $19.9 Million
Q3 2022

Jan 25, 2023

BUY
$83.14 - $100.12 $15.8 Million - $19 Million
189,702 New
189,702 $16.6 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 $497B
  • 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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.