Transform Wealth, LLC Exxon Mobil Corp Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 133,159 shares of XOM stock, worth $16.2 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
133,159
Previous 131,872 0.98%
Holding current value
$16.2 Million
Previous $15.2 Million 2.81%
% of portfolio
1.07%
Previous 1.16%

Shares

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

Oct 15, 2024
BUY
$109.72 - $119.0 $141,209 - $153,153
1,287 Added 0.98%
133,159 $15.6 Million
Q2 2024

Jul 15, 2024
BUY
$108.36 - $122.2 $284,770 - $321,141
2,628 Added 2.03%
131,872 $15.2 Million
Q1 2024

Apr 15, 2024
BUY
$96.8 - $116.24 $544,500 - $653,850
5,625 Added 4.55%
129,244 $15 Million
Q4 2023

Jan 18, 2024
SELL
$98.05 - $115.83 $127,465 - $150,579
-1,300 Reduced 1.04%
123,619 $12.4 Million
Q3 2023

Oct 10, 2023
SELL
$100.92 - $120.2 $12,715 - $15,145
-126 Reduced 0.1%
124,919 $14.7 Million
Q2 2023

Jul 13, 2023
BUY
$102.18 - $118.34 $331,165 - $383,539
3,241 Added 2.66%
125,045 $13.4 Million
Q1 2023

Apr 14, 2023
BUY
$99.84 - $119.17 $361,820 - $431,872
3,624 Added 3.07%
121,804 $13.4 Million
Q4 2022

Jan 12, 2023
BUY
$91.92 - $114.2 $129,055 - $160,336
1,404 Added 1.2%
118,180 $0
Q3 2022

Oct 21, 2022
BUY
$83.14 - $100.12 $76,987 - $92,711
926 Added 0.8%
116,776 $10.2 Million
Q2 2022

Jul 15, 2022
BUY
$82.26 - $104.59 $849,005 - $1.08 Million
10,321 Added 9.78%
115,850 $9.92 Million
Q1 2022

Apr 25, 2022
BUY
$63.54 - $87.78 $92,831 - $128,246
1,461 Added 1.4%
105,529 $8.72 Million
Q4 2021

Jan 26, 2022
BUY
$59.16 - $66.36 $5.13 Million - $5.75 Million
86,637 Added 497.03%
104,068 $6.37 Million
Q3 2021

Oct 15, 2021
SELL
$52.73 - $63.26 $97,497 - $116,967
-1,849 Reduced 9.59%
17,431 $1.03 Million
Q2 2021

Jul 20, 2021
BUY
$55.27 - $64.66 $149,560 - $174,969
2,706 Added 16.33%
19,280 $1.22 Million
Q1 2021

Apr 22, 2021
SELL
$41.5 - $61.97 $18,011 - $26,894
-434 Reduced 2.55%
16,574 $925,000
Q4 2020

Jan 20, 2021
SELL
$31.57 - $44.01 $298,494 - $416,114
-9,455 Reduced 35.73%
17,008 $701,000
Q3 2020

Oct 21, 2020
BUY
$34.28 - $44.97 $280,410 - $367,854
8,180 Added 44.74%
26,463 $908,000
Q2 2020

Jul 22, 2020
BUY
$37.53 - $54.74 $20,941 - $30,544
558 Added 3.15%
18,283 $818,000
Q1 2020

Apr 30, 2020
SELL
$31.45 - $70.9 $81,958 - $184,765
-2,606 Reduced 12.82%
17,725 $673,000
Q4 2019

Jan 24, 2020
BUY
$66.7 - $73.09 $230,915 - $253,037
3,462 Added 20.52%
20,331 $1.42 Million
Q3 2019

Oct 24, 2019
SELL
$67.19 - $77.63 $270,305 - $312,305
-4,023 Reduced 19.26%
16,869 $1.19 Million
Q2 2019

Jul 30, 2019
SELL
$70.77 - $83.38 $1.23 Million - $1.45 Million
-17,399 Reduced 45.44%
20,892 $1.6 Million
Q1 2019

Apr 12, 2019
BUY
$68.62 - $81.79 $624,442 - $744,289
9,100 Added 31.17%
38,291 $3.09 Million
Q4 2018

Jan 30, 2019
BUY
$65.51 - $86.51 $117,918 - $155,718
1,800 Added 6.57%
29,191 $1.99 Million
Q3 2018

Oct 25, 2018
SELL
$76.94 - $86.6 $446,252 - $502,279
-5,800 Reduced 17.47%
27,391 $2.33 Million
Q2 2018

Aug 03, 2018
BUY
$73.22 - $83.6 $355,043 - $405,376
4,849 Added 17.11%
33,191 $2.75 Million
Q1 2018

May 03, 2018
SELL
$72.81 - $89.07 $7,281 - $8,907
-100 Reduced 0.35%
28,342 $2.11 Million
Q4 2017

Feb 08, 2018
BUY
$80.24 - $84.02 $1.4 Million - $1.47 Million
17,490 Added 159.7%
28,442 $2.38 Million
Q3 2017

Oct 19, 2017
BUY
$76.1 - $82.19 $833,447 - $900,144
10,952
10,952 $898,000

Others Institutions Holding XOM

# of Institutions
4,315
Shares Held
2.63B
Call Options Held
44.8M
Put Options Held
38.5M
View Full List

About EXXON MOBIL CORP

XOM Quotes by TradingView
  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $508B
  • 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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