A detailed history of Sweet Financial Partners, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 5,687 shares of XOM stock, worth $682,269. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,687
Previous 5,954 4.48%
Holding current value
$682,269
Previous $685,000 2.77%
% of portfolio
0.15%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$109.72 - $119.0 $29,295 - $31,773
-267 Reduced 4.48%
5,687 $666,000
Q2 2024

Jul 18, 2024

SELL
$108.36 - $122.2 $38,684 - $43,625
-357 Reduced 5.66%
5,954 $685,000
Q1 2024

Apr 23, 2024

SELL
$96.8 - $116.24 $757,944 - $910,159
-7,830 Reduced 55.37%
6,311 $733,000
Q4 2023

Jan 12, 2024

SELL
$98.05 - $115.83 $116,091 - $137,142
-1,184 Reduced 7.73%
14,141 $1.41 Million
Q3 2023

Oct 23, 2023

BUY
$100.92 - $120.2 $56,817 - $67,672
563 Added 3.81%
15,325 $1.8 Million
Q2 2023

Jul 24, 2023

BUY
$102.18 - $118.34 $509,673 - $590,279
4,988 Added 51.03%
14,762 $1.58 Million
Q1 2023

Apr 14, 2023

BUY
$99.84 - $119.17 $267,471 - $319,256
2,679 Added 37.76%
9,774 $1.07 Million
Q4 2022

Jan 19, 2023

SELL
$91.92 - $114.2 $118,025 - $146,632
-1,284 Reduced 15.32%
7,095 $0
Q3 2022

Nov 10, 2022

BUY
$83.14 - $100.12 $502,913 - $605,625
6,049 Added 259.61%
8,379 $732,000
Q2 2022

Aug 03, 2022

SELL
$82.26 - $104.59 $8,143 - $10,354
-99 Reduced 4.08%
2,330 $200,000
Q1 2022

Apr 22, 2022

BUY
$63.54 - $87.78 $154,338 - $213,217
2,429 New
2,429 $201,000

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 $500B
  • 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 Sweet Financial Partners, LLC Portfolio

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

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.