Mark Sheptoff Financial Planning, LLC Exxon Mobil Corp Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,492 shares of XOM stock, worth $265,148. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,492

Previous 2,492 -0.0%

Holding current value

$265,148

Previous $286,000 2.1%

% of portfolio

0.16%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$108.36 - $122.2 $32,508 - $36,660	-300 Reduced 10.74%	2,492 $286,000
Q1 2024 May 10, 2024	SELL	$96.8 - $116.24 $19,360 - $23,248	-200 Reduced 6.68%	2,792 $324,000
Q3 2023 Nov 09, 2023	SELL	$100.92 - $120.2 $10,092 - $12,020	-100 Reduced 3.23%	2,992 $351,000
Q2 2023 Aug 10, 2023	BUY	$102.18 - $118.34 $20,436 - $23,668	200 Added 6.92%	3,092 $331,000
Q3 2022 Nov 08, 2022	SELL	$83.14 - $100.12 $16,628 - $20,024	-200 Reduced 6.47%	2,892 $253,000
Q4 2021 Feb 11, 2022	BUY	$59.16 - $66.36 $75,133 - $84,277	1,270 Added 69.7%	3,092 $189,000
Q3 2021 Nov 10, 2021	SELL	$52.73 - $63.26 $34,169 - $40,992	-648 Reduced 26.23%	1,822 $107,000
Q2 2021 Aug 12, 2021	BUY	$55.27 - $64.66 $4,366 - $5,108	79 Added 3.3%	2,470 $156,000
Q1 2021 May 11, 2021	SELL	$41.5 - $61.97 $20,750 - $30,985	-500 Reduced 17.3%	2,391 $133,000
Q4 2020 Feb 11, 2021	SELL	$31.57 - $44.01 $50,133 - $69,887	-1,588 Reduced 35.45%	2,891 $119,000
Q2 2020 Aug 10, 2020	SELL	$37.53 - $54.74 $48,789 - $71,162	-1,300 Reduced 22.5%	4,479 $200,000
Q1 2020 May 07, 2020	SELL	$31.45 - $70.9 $49,533 - $111,667	-1,575 Reduced 21.42%	5,779 $219,000
Q4 2019 Feb 10, 2020	BUY	$66.7 - $73.09 $6,670 - $7,309	100 Added 1.38%	7,354 $513,000
Q3 2019 Nov 12, 2019	SELL	$67.19 - $77.63 $113,147 - $130,728	-1,684 Reduced 18.84%	7,254 $512,000
Q2 2019 Aug 12, 2019	SELL	$70.77 - $83.38 $60,862 - $71,706	-860 Reduced 8.78%	8,938 $685,000
Q1 2019 May 10, 2019	SELL	$68.62 - $81.79 $78,158 - $93,158	-1,139 Reduced 10.41%	9,798 $792,000
Q4 2018 Feb 11, 2019	SELL	$65.51 - $86.51 $105,602 - $139,454	-1,612 Reduced 12.85%	10,937 $746,000
Q3 2018 Nov 13, 2018	BUY	$76.94 - $86.6 $36,007 - $40,528	468 Added 3.87%	12,549 $1.07 Million
Q2 2018 Aug 09, 2018	BUY	$73.22 - $83.6 $1,171 - $1,337	16 Added 0.13%	12,081 $999,000
Q1 2018 May 08, 2018	SELL	$72.81 - $89.07 $66,839 - $81,766	-918 Reduced 7.07%	12,065 $900,000
Q4 2017 Feb 09, 2018	BUY	$80.24 - $84.02 $1,203 - $1,260	15 Added 0.12%	12,983 $1.09 Million
Q3 2017 Nov 09, 2017	BUY	$76.1 - $82.19 $986,864 - $1.07 Million	12,968	12,968 $1.06 Million

Others Institutions Holding XOM

# of Institutions

4,319

Shares Held

2.62B

Call Options Held

44.8M

Put Options Held

38.5M

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 $443B
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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Mark Sheptoff Financial Planning, LLC Exxon Mobil Corp Transaction History