A detailed history of Lifeworks Advisors, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,749 shares of XOM stock, worth $1.04 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,749
Previous 7,955 9.98%
Holding current value
$1.04 Million
Previous $915,000 12.02%
% of portfolio
0.21%
Previous 0.26%

Shares

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

Nov 06, 2024

BUY
$109.72 - $119.0 $87,117 - $94,486
794 Added 9.98%
8,749 $1.03 Million
Q2 2024

Aug 13, 2024

SELL
$108.36 - $122.2 $12,027 - $13,564
-111 Reduced 1.38%
7,955 $915,000
Q1 2024

May 10, 2024

BUY
$96.8 - $116.24 $103,866 - $124,725
1,073 Added 15.34%
8,066 $937,000
Q4 2023

Feb 12, 2024

BUY
$98.05 - $115.83 $8,726 - $10,308
89 Added 1.29%
6,993 $699,000
Q3 2023

Nov 01, 2023

SELL
$100.92 - $120.2 $9,082 - $10,818
-90 Reduced 1.29%
6,904 $811,000
Q2 2023

Aug 02, 2023

SELL
$102.18 - $118.34 $15,531 - $17,987
-152 Reduced 2.13%
6,994 $750,000
Q1 2023

May 15, 2023

BUY
$99.84 - $119.17 $72,184 - $86,159
723 Added 11.26%
7,146 $783,000
Q4 2022

Feb 14, 2023

SELL
$91.92 - $114.2 $188,803 - $234,566
-2,054 Reduced 24.23%
6,423 $708,000
Q3 2022

Nov 14, 2022

SELL
$83.14 - $100.12 $145,162 - $174,809
-1,746 Reduced 17.08%
8,477 $939,000
Q2 2022

Aug 12, 2022

SELL
$82.26 - $104.59 $42,610 - $54,177
-518 Reduced 4.82%
10,223 $875,000
Q1 2022

May 16, 2022

SELL
$63.54 - $87.78 $264,517 - $365,428
-4,163 Reduced 27.93%
10,741 $887,000
Q4 2021

Feb 15, 2022

BUY
$59.16 - $66.36 $881,720 - $989,029
14,904 New
14,904 $912,000

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 $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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.