A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 6,357 shares of XOM stock, worth $676,511. This represents 0.7% of its overall portfolio holdings.

Number of Shares
6,357
Previous 6,351 0.09%
Holding current value
$676,511
Previous $731,000 1.92%
% of portfolio
0.7%
Previous 0.59%

Shares

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

Oct 21, 2024

BUY
$109.72 - $119.0 $658 - $714
6 Added 0.09%
6,357 $745,000
Q2 2024

Aug 09, 2024

SELL
$108.36 - $122.2 $19,613 - $22,118
-181 Reduced 2.77%
6,351 $731,000
Q1 2024

Apr 26, 2024

BUY
$96.8 - $116.24 $10,260 - $12,321
106 Added 1.65%
6,532 $759,000
Q4 2023

Jan 31, 2024

SELL
$98.05 - $115.83 $11,079 - $13,088
-113 Reduced 1.73%
6,426 $642,000
Q3 2023

Nov 06, 2023

BUY
$100.92 - $120.2 $605 - $721
6 Added 0.09%
6,539 $768,000
Q2 2023

Aug 07, 2023

BUY
$102.18 - $118.34 $298,263 - $345,434
2,919 Added 80.77%
6,533 $700,000
Q1 2023

May 04, 2023

BUY
$99.84 - $119.17 $599 - $715
6 Added 0.17%
3,614 $396,000
Q4 2022

Feb 02, 2023

BUY
$91.92 - $114.2 $551 - $685
6 Added 0.17%
3,608 $398,000
Q3 2022

Nov 10, 2022

BUY
$83.14 - $100.12 $498 - $600
6 Added 0.17%
3,602 $399,000
Q2 2022

Aug 08, 2022

SELL
$82.26 - $104.59 $31,670 - $40,267
-385 Reduced 9.67%
3,596 $308,000
Q1 2022

Apr 25, 2022

BUY
$63.54 - $87.78 $444 - $614
7 Added 0.18%
3,981 $329,000
Q4 2021

Feb 10, 2022

BUY
$59.16 - $66.36 $235,101 - $263,714
3,974 New
3,974 $243,000

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 $444B
  • 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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