Moneta Group Investment Advisors LLC Exxon Mobil Corp Transaction History

Moneta Group Investment Advisors LLC

$6.28 Billion
Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 137,722 shares of XOM stock, worth $16.9 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

137,722

Previous 140,455 1.95%

Holding current value

$16.9 Million

Previous $16.3 Million 2.89%

% of portfolio

0.25%

Previous 0.26%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$108.36 - $122.2 $296,147 - $333,972	-2,733 Reduced 1.95%	137,722 $15.9 Million
Q1 2024 Aug 13, 2024	BUY	$96.8 - $116.24 $1.03 Million - $1.23 Million	10,590 Added 8.15%	140,455 $16.3 Million
Q4 2023 Feb 15, 2024	BUY	$98.05 - $115.83 $204,434 - $241,505	2,085 Added 1.63%	129,865 $13 Million
Q3 2023 Nov 15, 2023	BUY	$100.92 - $120.2 $69,332 - $82,577	687 Added 0.54%	127,780 $15 Million
Q2 2023 Aug 15, 2023	BUY	$102.18 - $118.34 $521,118 - $603,534	5,100 Added 4.18%	127,093 $13.6 Million
Q1 2023 May 15, 2023	BUY	$99.84 - $119.17 $1.49 Million - $1.78 Million	14,942 Added 13.96%	121,993 $13.4 Million
Q4 2022 Feb 16, 2023	SELL	$91.92 - $114.2 $11.3 Billion - $14.1 Billion	-123,218,226 Reduced 99.9%	123,342 $13.6 Million
Q4 2022 Feb 16, 2023	SELL	$91.92 - $114.2 $1.5 Million - $1.86 Million	-16,291 Reduced 13.21%	107,051 $11.8 Million
Q4 2022 Feb 15, 2023	BUY	$91.92 - $114.2 $11.3 Billion - $14.1 Billion	123,254,064 Added 140855.34%	123,341,568 $13.6 Billion
Q3 2022 Nov 14, 2022	SELL	$83.14 - $100.12 $871,972 - $1.05 Million	-10,488 Reduced 10.7%	87,504 $7.64 Million
Q2 2022 Aug 15, 2022	BUY	$82.26 - $104.59 $871,626 - $1.11 Million	10,596 Added 12.12%	97,992 $8.39 Million
Q1 2022 May 11, 2022	SELL	$63.54 - $87.78 $473,754 - $654,487	-7,456 Reduced 7.86%	87,396 $7.22 Million
Q4 2021 Feb 11, 2022	BUY	$59.16 - $66.36 $135,949 - $152,495	2,298 Added 2.48%	94,852 $5.8 Million
Q3 2021 Nov 12, 2021	SELL	$52.73 - $63.26 $286,482 - $343,691	-5,433 Reduced 5.54%	92,554 $5.44 Million
Q2 2021 Aug 13, 2021	BUY	$55.27 - $64.66 $655,944 - $767,384	11,868 Added 13.78%	97,987 $6.18 Million
Q1 2021 May 14, 2021	BUY	$41.5 - $61.97 $1.76 Million - $2.63 Million	42,475 Added 97.32%	86,119 $4.81 Million
Q4 2020 Feb 12, 2021	BUY	$31.57 - $44.01 $13,164 - $18,352	417 Added 0.96%	43,644 $1.8 Million
Q3 2020 Nov 13, 2020	SELL	$34.28 - $44.97 $126,390 - $165,804	-3,687 Reduced 7.86%	43,227 $1.48 Million
Q2 2020 Aug 12, 2020	BUY	$37.53 - $54.74 $146,592 - $213,814	3,906 Added 9.08%	46,914 $2.1 Million
Q1 2020 May 13, 2020	BUY	$31.45 - $70.9 $404,761 - $912,483	12,870 Added 42.7%	43,008 $1.63 Million
Q4 2019 Feb 11, 2020	SELL	$66.7 - $73.09 $138,802 - $152,100	-2,081 Reduced 6.46%	30,138 $2.1 Million
Q3 2019 Nov 12, 2019	BUY	$67.19 - $77.63 $459,378 - $530,756	6,837 Added 26.94%	32,219 $2.28 Million
Q2 2019 Aug 16, 2019	SELL	$70.77 - $83.38 $4.57 Million - $5.38 Million	-64,536 Reduced 71.77%	25,382 $1.95 Million
Q2 2019 Aug 13, 2019	BUY	$70.77 - $83.38 $3.71 Million - $4.37 Million	52,393 Added 139.62%	89,918 $1.95 Million
Q1 2019 May 16, 2019	BUY	$68.62 - $81.79 $1.89 Million - $2.26 Million	27,612 Added 278.54%	37,525 $3.03 Million
Q1 2019 May 15, 2019	SELL	$68.62 - $81.79 $1.61 Million - $1.92 Million	-23,479 Reduced 70.31%	9,913 $3.03 Million
Q4 2018 Feb 11, 2019	SELL	$65.51 - $86.51 $789,133 - $1.04 Million	-12,046 Reduced 26.51%	33,392 $2.28 Million
Q3 2018 Nov 13, 2018	SELL	$76.94 - $86.6 $123,488 - $138,993	-1,605 Reduced 3.41%	45,438 $3.86 Million
Q2 2018 Aug 15, 2018	SELL	$73.22 - $83.6 $21.7 Million - $24.8 Million	-296,955 Reduced 86.32%	47,043 $3.89 Million
Q2 2018 Aug 15, 2018	SELL	$73.22 - $83.6 $781,550 - $892,346	-10,674 Reduced 3.01%	343,998 $3.89 Million
Q2 2018 Aug 14, 2018	BUY	$73.22 - $83.6 $23.3 Million - $26.6 Million	318,230 Added 873.25%	354,672 $3.93 Million
Q1 2018 May 14, 2018	BUY	$72.81 - $89.07 $562,093 - $687,620	7,720 Added 26.88%	36,442 $2.72 Million
Q4 2017 Feb 13, 2018	SELL	$80.24 - $84.02 $181,422 - $189,969	-2,261 Reduced 7.3%	28,722 $2.4 Million
Q3 2017 Nov 13, 2017	BUY	$76.1 - $82.19 $2.36 Million - $2.55 Million	30,983	30,983 $2.54 Million

Others Institutions Holding XOM

# of Institutions

4,282

Shares Held

2.68B

Call Options Held

42.8M

Put Options Held

31.2M

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 $511B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Account

Moneta Group Investment Advisors LLC Exxon Mobil Corp Transaction History