A detailed history of Shepherd Financial Partners LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 6,526 shares of XOM stock, worth $748,923. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,526
Previous 6,218 4.95%
Holding current value
$748,923
Previous $621,000 22.06%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Apr 22, 2024

BUY
$96.8 - $116.24 $29,814 - $35,801
308 Added 4.95%
6,526 $758,000
Q4 2023

Feb 12, 2024

BUY
$98.05 - $115.83 $8,334 - $9,845
85 Added 1.39%
6,218 $621,000
Q3 2023

Nov 08, 2023

BUY
$100.92 - $120.2 $246,951 - $294,129
2,447 Added 66.39%
6,133 $721,000
Q2 2023

Aug 11, 2023

SELL
$102.18 - $118.34 $17,472 - $20,236
-171 Reduced 4.43%
3,686 $395,000
Q1 2023

May 01, 2023

BUY
$99.84 - $119.17 $40,335 - $48,144
404 Added 11.7%
3,857 $422,000
Q4 2022

Feb 14, 2023

BUY
$91.92 - $114.2 $24,910 - $30,948
271 Added 8.52%
3,453 $380,000
Q3 2022

Nov 09, 2022

BUY
$83.14 - $100.12 $16,461 - $19,823
198 Added 6.64%
3,182 $278,000
Q2 2022

Aug 15, 2022

BUY
$82.26 - $104.59 $329 - $418
4 Added 0.13%
2,984 $256,000
Q1 2022

May 13, 2022

BUY
$63.54 - $87.78 $189,349 - $261,584
2,980 New
2,980 $247,000
Q1 2020

May 07, 2020

SELL
$31.45 - $70.9 $111,144 - $250,560
-3,534 Closed
0 $0
Q4 2019

Jan 31, 2020

SELL
$66.7 - $73.09 $193,630 - $212,180
-2,903 Reduced 45.1%
3,534 $248,000
Q3 2019

Nov 25, 2019

SELL
$67.19 - $77.63 $184,974 - $213,715
-2,753 Reduced 29.96%
6,437 $456,000
Q2 2019

Aug 05, 2019

SELL
$70.77 - $83.38 $24,981 - $29,433
-353 Reduced 3.7%
9,190 $704,000
Q1 2019

Apr 29, 2019

SELL
$68.62 - $81.79 $19,488 - $23,228
-284 Reduced 2.89%
9,543 $771,000
Q4 2018

Feb 07, 2019

BUY
$65.51 - $86.51 $4,192 - $5,536
64 Added 0.66%
9,827 $669,000
Q2 2018

Aug 02, 2018

BUY
$73.22 - $83.6 $160,058 - $182,749
2,186 Added 28.85%
9,763 $796,000
Q1 2018

May 01, 2018

SELL
$72.81 - $89.07 $64,873 - $79,361
-891 Reduced 10.52%
7,577 $566,000
Q4 2017

Feb 14, 2018

BUY
$80.24 - $84.02 $60,500 - $63,351
754 Added 9.77%
8,468 $709,000
Q3 2017

Nov 13, 2017

BUY
$76.1 - $82.19 $587,035 - $634,013
7,714
7,714 $631,000

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 $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 Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners 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 Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.