Sugarloaf Wealth Management, LLC Exxon Mobil Corp Transaction History

Sugarloaf Wealth Management, LLC

$460 Million
Q2 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 7,317 shares of XOM stock, worth $857,698. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,317

Previous 3,862 89.46%

Holding current value

$857,698

Previous $448,000 87.95%

% of portfolio

0.18%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$108.36 - $122.2 $374,383 - $422,201	3,455 Added 89.46%	7,317 $842,000
Q1 2024 Apr 23, 2024	BUY	$96.8 - $116.24 $97,864 - $117,518	1,011 Added 35.46%	3,862 $448,000
Q4 2023 Jan 10, 2024	SELL	$98.05 - $115.83 $337,880 - $399,150	-3,446 Reduced 54.72%	2,851 $285,000
Q3 2023 Nov 13, 2023	SELL	$100.92 - $120.2 $38,854 - $46,277	-385 Reduced 5.76%	6,297 $740,000
Q2 2023 Jul 13, 2023	BUY	$102.18 - $118.34 $26,260 - $30,413	257 Added 4.0%	6,682 $716,000
Q1 2023 Apr 26, 2023	BUY	$99.84 - $119.17 $40,435 - $48,263	405 Added 6.73%	6,425 $704,000
Q4 2022 Feb 03, 2023	SELL	$91.92 - $114.2 $664,397 - $825,437	-7,228 Reduced 54.56%	6,020 $664,000
Q3 2022 Oct 11, 2022	BUY	$83.14 - $100.12 $460,928 - $555,065	5,544 Added 71.96%	13,248 $1.15 Million
Q2 2022 Jul 12, 2022	BUY	$82.26 - $104.59 $120,593 - $153,328	1,466 Added 23.5%	7,704 $660,000
Q1 2022 Apr 25, 2022	SELL	$63.54 - $87.78 $10,547 - $14,571	-166 Reduced 2.59%	6,238 $517,000
Q4 2021 Jan 20, 2022	SELL	$59.16 - $66.36 $9,524 - $10,683	-161 Reduced 2.45%	6,404 $392,000
Q3 2021 Oct 20, 2021	SELL	$52.73 - $63.26 $73,136 - $87,741	-1,387 Reduced 17.44%	6,565 $386,000
Q2 2021 Jul 20, 2021	BUY	$55.27 - $64.66 $607 - $711	11 Added 0.14%	7,952 $502,000
Q1 2021 Apr 19, 2021	SELL	$41.5 - $61.97 $3,693 - $5,515	-89 Reduced 1.11%	7,941 $443,000
Q4 2020 Feb 03, 2021	SELL	$31.57 - $44.01 $87,006 - $121,291	-2,756 Reduced 25.55%	8,030 $331,000
Q3 2020 Nov 03, 2020	SELL	$34.28 - $44.97 $52,825 - $69,298	-1,541 Reduced 12.5%	10,786 $370,000
Q2 2020 Jul 21, 2020	BUY	$37.53 - $54.74 $23,944 - $34,924	638 Added 5.46%	12,327 $551,000
Q1 2020 Apr 15, 2020	BUY	$31.45 - $70.9 $45,130 - $101,741	1,435 Added 13.99%	11,689 $444,000
Q4 2019 Jan 29, 2020	BUY	$66.7 - $73.09 $683,941 - $749,464	10,254 New	10,254 $716,000

Others Institutions Holding XOM

# of Institutions

4,281

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 $489B
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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Sugarloaf Wealth Management, LLC Exxon Mobil Corp Transaction History