A detailed history of Modera Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 69,804 shares of XOM stock, worth $8.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
69,804
Previous 66,422 5.09%
Holding current value
$8.01 Million
Previous $6.64 Million 22.2%
% of portfolio
0.12%
Previous 0.11%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$96.8 - $116.24 $327,377 - $393,123
3,382 Added 5.09%
69,804 $8.11 Million
Q4 2023

Feb 14, 2024

BUY
$98.05 - $115.83 $35,788 - $42,277
365 Added 0.55%
66,422 $6.64 Million
Q3 2023

Nov 01, 2023

SELL
$100.92 - $120.2 $972,061 - $1.16 Million
-9,632 Reduced 12.73%
66,057 $7.77 Million
Q2 2023

Aug 07, 2023

BUY
$102.18 - $118.34 $4.14 Million - $4.79 Million
40,500 Added 115.09%
75,689 $8.12 Million
Q1 2023

May 05, 2023

BUY
$99.84 - $119.17 $158,246 - $188,884
1,585 Added 4.72%
35,189 $3.86 Million
Q4 2022

Feb 07, 2023

BUY
$91.92 - $114.2 $92,103 - $114,428
1,002 Added 3.07%
33,604 $3.71 Million
Q3 2022

Nov 01, 2022

SELL
$83.14 - $100.12 $71,417 - $86,003
-859 Reduced 2.57%
32,602 $2.85 Million
Q2 2022

Jul 27, 2022

BUY
$82.26 - $104.59 $36,605 - $46,542
445 Added 1.35%
33,461 $2.87 Million
Q1 2022

May 03, 2022

SELL
$63.54 - $87.78 $89,845 - $124,120
-1,414 Reduced 4.11%
33,016 $2.73 Million
Q4 2021

Feb 04, 2022

BUY
$59.16 - $66.36 $304,851 - $341,953
5,153 Added 17.6%
34,430 $2.11 Million
Q3 2021

Nov 04, 2021

BUY
$52.73 - $63.26 $32,112 - $38,525
609 Added 2.12%
29,277 $1.72 Million
Q2 2021

Aug 02, 2021

SELL
$55.27 - $64.66 $76,217 - $89,166
-1,379 Reduced 4.59%
28,668 $1.81 Million
Q1 2021

Apr 29, 2021

SELL
$41.5 - $61.97 $107,941 - $161,183
-2,601 Reduced 7.97%
30,047 $1.68 Million
Q4 2020

Feb 11, 2021

BUY
$31.57 - $44.01 $69,012 - $96,205
2,186 Added 7.18%
32,648 $1.35 Million
Q3 2020

Nov 12, 2020

BUY
$34.28 - $44.97 $239 - $314
7 Added 0.02%
30,462 $1.05 Million
Q2 2020

Aug 12, 2020

SELL
$37.53 - $54.74 $145,541 - $212,281
-3,878 Reduced 11.3%
30,455 $1.36 Million
Q1 2020

May 12, 2020

BUY
$31.45 - $70.9 $75,134 - $169,380
2,389 Added 7.48%
34,333 $1.3 Million
Q4 2019

Feb 05, 2020

BUY
$66.7 - $73.09 $68,701 - $75,282
1,030 Added 3.33%
31,944 $2.23 Million
Q3 2019

Nov 12, 2019

BUY
$67.19 - $77.63 $67,055 - $77,474
998 Added 3.34%
30,914 $2.18 Million
Q2 2019

Aug 07, 2019

BUY
$70.77 - $83.38 $154,561 - $182,101
2,184 Added 7.88%
29,916 $2.29 Million
Q1 2019

May 13, 2019

BUY
$68.62 - $81.79 $156,384 - $186,399
2,279 Added 8.95%
27,732 $2.24 Million
Q4 2018

Feb 14, 2019

SELL
$65.51 - $86.51 $213,628 - $282,109
-3,261 Reduced 11.36%
25,453 $1.74 Million
Q3 2018

Nov 13, 2018

BUY
$76.94 - $86.6 $259,056 - $291,582
3,367 Added 13.28%
28,714 $2.44 Million
Q2 2018

Aug 10, 2018

BUY
$73.22 - $83.6 $50,668 - $57,851
692 Added 2.81%
25,347 $2.1 Million
Q1 2018

May 10, 2018

BUY
$72.81 - $89.07 $9,319 - $11,400
128 Added 0.52%
24,655 $1.84 Million
Q4 2017

Feb 05, 2018

SELL
$80.24 - $84.02 $49,748 - $52,092
-620 Reduced 2.47%
24,527 $2.05 Million
Q3 2017

Nov 14, 2017

SELL
$76.1 - $82.19 $215,210 - $232,433
-2,828 Reduced 10.11%
25,147 $2.06 Million
Q2 2017

Aug 10, 2017

BUY
N/A
27,975
27,975 $2.26 Million

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 $478B
  • 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 Modera Wealth Management, LLC Portfolio

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

News

Stay updated on Modera Wealth Management, LLC with notifications on news.