Integrated Wealth Concepts LLC Exxon Mobil Corp Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 260,824 shares of XOM stock, worth $28.9 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

260,824

Previous 255,106 2.24%

Holding current value

$28.9 Million

Previous $30.3 Million 7.33%

% of portfolio

0.3%

Previous 0.38%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$99.93 - $119.04 $571,399 - $680,670	5,718 Added 2.24%	260,824 $28.1 Million
Q1 2025 May 15, 2025	BUY	$105.44 - $118.93 $772,453 - $871,281	7,326 Added 2.96%	255,106 $30.3 Million
Q4 2024 Feb 14, 2025	BUY	$105.51 - $125.37 $421,828 - $501,229	3,998 Added 1.64%	247,780 $26.7 Million
Q3 2024 Nov 14, 2024	BUY	$109.72 - $119.0 $3.36 Million - $3.65 Million	30,657 Added 14.38%	243,782 $28.6 Million
Q2 2024 Aug 14, 2024	BUY	$108.36 - $122.2 $746,383 - $841,713	6,888 Added 3.34%	213,125 $24.5 Million
Q1 2024 May 15, 2024	BUY	$96.8 - $116.24 $410,819 - $493,322	4,244 Added 2.1%	206,237 $24 Million
Q4 2023 Feb 13, 2024	SELL	$98.05 - $115.83 $768,025 - $907,296	-7,833 Reduced 3.73%	201,993 $20.2 Million
Q3 2023 Nov 15, 2023	BUY	$100.92 - $120.2 $330,613 - $393,775	3,276 Added 1.59%	209,826 $24.7 Million
Q2 2023 Aug 15, 2023	BUY	$102.18 - $118.34 $2.77 Million - $3.21 Million	27,114 Added 15.11%	206,550 $22.2 Million
Q1 2023 May 03, 2023	BUY	$99.84 - $119.17 $5.33 Million - $6.36 Million	53,387 Added 42.35%	179,436 $19.7 Million
Q4 2022 Feb 13, 2023	BUY	$91.92 - $114.2 $174,556 - $216,865	1,899 Added 1.53%	126,049 $13.9 Million
Q3 2022 Nov 14, 2022	BUY	$83.14 - $100.12 $374,545 - $451,040	4,505 Added 3.77%	124,150 $10.8 Million
Q2 2022 Aug 08, 2022	BUY	$82.26 - $104.59 $1.29 Million - $1.64 Million	15,681 Added 15.08%	119,645 $10.2 Million
Q1 2022 May 12, 2022	SELL	$63.54 - $87.78 $7,116 - $9,831	-112 Reduced 0.11%	103,964 $8.59 Million
Q4 2021 Feb 15, 2022	SELL	$59.16 - $66.36 $454,822 - $510,175	-7,688 Reduced 6.88%	104,076 $6.37 Million
Q3 2021 Nov 15, 2021	SELL	$52.73 - $63.26 $59,584 - $71,483	-1,130 Reduced 1.0%	111,764 $6.57 Million
Q2 2021 Aug 13, 2021	BUY	$55.27 - $64.66 $829,602 - $970,546	15,010 Added 15.33%	112,894 $7.12 Million
Q1 2021 May 13, 2021	BUY	$41.5 - $61.97 $1.41 Million - $2.11 Million	34,058 Added 53.36%	97,884 $5.47 Million
Q4 2020 Feb 12, 2021	BUY	$31.57 - $44.01 $167,321 - $233,253	5,300 Added 9.06%	63,826 $2.63 Million
Q3 2020 Nov 13, 2020	BUY	$34.28 - $44.97 $318,289 - $417,546	9,285 Added 18.86%	58,526 $2.01 Million
Q2 2020 Jul 30, 2020	BUY	$37.53 - $54.74 $460,943 - $672,316	12,282 Added 33.23%	49,241 $2.2 Million
Q1 2020 May 18, 2020	SELL	$31.45 - $70.9 $59,692 - $134,568	-1,898 Reduced 4.88%	36,959 $1.4 Million
Q4 2019 Feb 20, 2020	BUY	$66.7 - $73.09 $789,461 - $865,093	11,836 Added 43.8%	38,857 $2.71 Million
Q3 2019 Nov 15, 2019	BUY	$67.19 - $77.63 $52,475 - $60,629	781 Added 2.98%	27,021 $1.91 Million
Q2 2019 Aug 15, 2019	BUY	$70.77 - $83.38 $554,695 - $653,532	7,838 Added 42.59%	26,240 $1.88 Million
Q1 2019 May 15, 2019	BUY	$68.62 - $81.79 $120,771 - $143,950	1,760 Added 10.58%	18,402 $1.49 Million
Q4 2018 Feb 14, 2019	BUY	$65.51 - $86.51 $2,816 - $3,719	43 Added 0.26%	16,642 $1.14 Million
Q3 2018 Nov 13, 2018	SELL	$76.94 - $86.6 $21,466 - $24,161	-279 Reduced 1.65%	16,599 $1.42 Million
Q2 2018 Jul 27, 2018	BUY	$73.22 - $83.6 $9,372 - $10,700	128 Added 0.76%	16,878 $1.38 Million
Q1 2018 May 15, 2018	BUY	$72.81 - $89.07 $43,758 - $53,531	601 Added 3.72%	16,750 $1.23 Million
Q4 2017 May 15, 2018	BUY	$80.24 - $84.02 $1.3 Million - $1.36 Million	16,149	16,149 $1.41 Million

Others Institutions Holding XOM

# of Institutions

4,782

Shares Held

2.69B

Call Options Held

44.1M

Put Options Held

37.2M

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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 $461B
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...

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Integrated Wealth Concepts LLC Exxon Mobil Corp Transaction History