A detailed history of Levy Wealth Management Group, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 1,760 shares of XOM stock, worth $214,350. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,760
Previous 2,266 22.33%
Holding current value
$214,350
Previous $263,000 23.19%
% of portfolio
0.05%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$108.36 - $122.2 $54,830 - $61,833
-506 Reduced 22.33%
1,760 $202,000
Q4 2023

Jan 23, 2024

BUY
$98.05 - $115.83 $1,568 - $1,853
16 Added 0.71%
2,266 $226,000
Q3 2023

Oct 24, 2023

SELL
$100.92 - $120.2 $181,454 - $216,119
-1,798 Reduced 44.42%
2,250 $264,000
Q2 2023

Jul 21, 2023

BUY
$102.18 - $118.34 $1,839 - $2,130
18 Added 0.45%
4,048 $434,000
Q1 2023

May 04, 2023

BUY
$99.84 - $119.17 $170,227 - $203,184
1,705 Added 73.33%
4,030 $441,000
Q4 2022

Feb 08, 2023

BUY
$91.92 - $114.2 $367 - $456
4 Added 0.17%
2,325 $256,000
Q3 2022

Oct 28, 2022

SELL
$83.14 - $100.12 $9,644 - $11,613
-116 Reduced 4.76%
2,321 $203,000
Q2 2022

Jul 27, 2022

BUY
$82.26 - $104.59 $200,467 - $254,885
2,437 New
2,437 $209,000

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 $508B
  • 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 Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, 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 Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.