Jeppson Wealth Management, LLC Exxon Mobil Corp Transaction History

Jeppson Wealth Management, LLC

$258 Million
Q1 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 55,322 shares of XOM stock, worth $6.37 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

55,322

Previous 56,857 2.7%

Holding current value

$6.37 Million

Previous $5.68 Million 13.12%

% of portfolio

2.5%

Previous 2.35%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$96.8 - $116.24 $148,588 - $178,428	-1,535 Reduced 2.7%	55,322 $6.43 Million
Q4 2023 Jan 11, 2024	SELL	$98.05 - $115.83 $86,774 - $102,509	-885 Reduced 1.53%	56,857 $5.68 Million
Q3 2023 Oct 25, 2023	SELL	$100.92 - $120.2 $199,317 - $237,395	-1,975 Reduced 3.31%	57,742 $6.79 Million
Q2 2023 Jul 31, 2023	SELL	$102.18 - $118.34 $756,336 - $875,952	-7,402 Reduced 11.03%	59,717 $6.4 Million
Q1 2023 Apr 27, 2023	SELL	$99.84 - $119.17 $873,999 - $1.04 Million	-8,754 Reduced 11.54%	67,119 $7.36 Million

Q4 2022 Jan 27, 2023	SELL	$91.92 - $114.2 $1.54 Million - $1.92 Million	-16,779 Reduced 18.11%	75,873 $0
Q3 2022 Oct 20, 2022	SELL	$83.14 - $100.12 $836,138 - $1.01 Million	-10,057 Reduced 9.79%	92,652 $8.09 Million
Q2 2022 Aug 03, 2022	BUY	$82.26 - $104.59 $6.51 Million - $8.27 Million	79,113 Added 335.28%	102,709 $8.8 Million
Q1 2022 Apr 27, 2022	SELL	$63.54 - $87.78 $95,373 - $131,757	-1,501 Reduced 5.98%	23,596 $1.95 Million
Q4 2021 Jan 19, 2022	SELL	$59.16 - $66.36 $12,778 - $14,333	-216 Reduced 0.85%	25,097 $1.54 Million
Q3 2021 Nov 17, 2021	SELL	$52.73 - $63.26 $27,946 - $33,527	-530 Reduced 2.05%	25,313 $1.49 Million
Q2 2021 Jul 20, 2021	SELL	$55.27 - $64.66 $6,908 - $8,082	-125 Reduced 0.48%	25,843 $1.63 Million
Q1 2021 May 19, 2021	SELL	$41.5 - $61.97 $2,407 - $3,594	-58 Reduced 0.22%	25,968 $1.45 Million
Q4 2020 Mar 05, 2021	BUY	$31.57 - $44.01 $62,508 - $87,139	1,980 Added 8.23%	26,026 $1.07 Million
Q3 2020 Nov 19, 2020	BUY	$34.28 - $44.97 $824,296 - $1.08 Million	24,046 New	24,046 $825,000

Others Institutions Holding XOM

# of Institutions

4,102

Shares Held

2.31B

Call Options Held

44.9M

Put Options Held

36M

View Full List

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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Jeppson Wealth Management, LLC Exxon Mobil Corp Transaction History