Polaris Wealth Advisory Group, LLC Exxon Mobil Corp Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 133,522 shares of XOM stock, worth $15.1 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

133,522

Previous 128,364 4.02%

Holding current value

$15.1 Million

Previous $13.8 Million 14.03%

% of portfolio

1.21%

Previous 1.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$100.92 - $120.2 $520,545 - $619,991	5,158 Added 4.02%	133,522 $15.7 Million
Q2 2023 Aug 07, 2023	SELL	$102.18 - $118.34 $562,092 - $650,988	-5,501 Reduced 4.11%	128,364 $13.8 Million
Q1 2023 May 03, 2023	SELL	$99.84 - $119.17 $3.14 Million - $3.75 Million	-31,477 Reduced 19.04%	133,865 $14.7 Million
Q4 2022 Jan 19, 2023	SELL	$91.92 - $114.2 $3.67 Million - $4.56 Million	-39,917 Reduced 19.45%	165,342 $0
Q3 2022 Oct 12, 2022	BUY	$83.14 - $100.12 $16.6 Million - $20 Million	200,102 Added 3880.2%	205,259 $20.3 Million

Q2 2022 Jul 12, 2022	SELL	$82.26 - $104.59 $459,339 - $584,030	-5,584 Reduced 51.99%	5,157 $442,000
Q1 2022 Apr 19, 2022	BUY	$63.54 - $87.78 $248,060 - $342,693	3,904 Added 57.1%	10,741 $914,000
Q4 2021 Jan 26, 2022	SELL	$59.16 - $66.36 $23.3 Million - $26.1 Million	-393,397 Reduced 98.29%	6,837 $418,000
Q3 2021 Oct 18, 2021	BUY	$52.73 - $63.26 $9.53 Million - $11.4 Million	180,777 Added 82.37%	400,234 $24.3 Million
Q2 2021 Jul 23, 2021	BUY	$55.27 - $64.66 $11.8 Million - $13.8 Million	213,159 Added 3384.55%	219,457 $13.9 Million
Q1 2021 Apr 19, 2021	SELL	$41.5 - $61.97 $22.8 Million - $34 Million	-549,126 Reduced 98.87%	6,298 $352,000
Q4 2020 Jan 25, 2021	BUY	$31.57 - $44.01 $17.5 Million - $24.4 Million	555,424 New	555,424 $25.3 Million
Q3 2020 Oct 15, 2020	SELL	$34.28 - $44.97 $388,632 - $509,824	-11,337 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$37.53 - $54.74 $48,939 - $71,380	1,304 Added 13.0%	11,337 $496,000
Q1 2020 Apr 09, 2020	BUY	$31.45 - $70.9 $51,452 - $115,992	1,636 Added 19.48%	10,033 $381,000
Q4 2019 Jan 29, 2020	SELL	$66.7 - $73.09 $64,232 - $70,385	-963 Reduced 10.29%	8,397 $578,000
Q3 2019 Oct 09, 2019	BUY	$67.19 - $77.63 $62,285 - $71,963	927 Added 10.99%	9,360 $629,000
Q2 2019 Jul 25, 2019	BUY	$70.77 - $83.38 $275,790 - $324,931	3,897 Added 85.91%	8,433 $646,000
Q4 2018 Jan 17, 2019	SELL	$65.51 - $86.51 $3,275 - $4,325	-50 Reduced 1.09%	4,536 $309,000
Q3 2018 Oct 19, 2018	BUY	$76.94 - $86.6 $304,143 - $342,329	3,953 Added 624.49%	4,586 $390,000
Q2 2018 Jul 09, 2018	SELL	$73.22 - $83.6 $274,282 - $313,165	-3,746 Reduced 85.54%	633 $47,000
Q1 2018 Apr 09, 2018	BUY	$72.81 - $89.07 $38,807 - $47,474	533 Added 13.86%	4,379 $327,000
Q4 2017 Feb 13, 2018	BUY	$80.24 - $84.02 $25,516 - $26,718	318 Added 9.01%	3,846 $322,000
Q3 2017 Nov 01, 2017	BUY	$76.1 - $82.19 $268,480 - $289,966	3,528	3,528 $289,000

Others Institutions Holding XOM

# of Institutions

4,106

Shares Held

2.31B

Call Options Held

44.9M

Put Options Held

36M

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 $472B
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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Polaris Wealth Advisory Group, LLC Exxon Mobil Corp Transaction History