A detailed history of Vista Private Wealth Partners. LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 2,140 shares of XOM stock, worth $245,586. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,140
Previous 2,079 2.93%
Holding current value
$245,586
Previous $207,000 19.81%
% of portfolio
0.11%
Previous 0.08%

Shares

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

May 13, 2024

BUY
$96.8 - $116.24 $5,904 - $7,090
61 Added 2.93%
2,140 $248,000
Q4 2023

Feb 13, 2024

SELL
$98.05 - $115.83 $28,826 - $34,054
-294 Reduced 12.39%
2,079 $207,000
Q3 2023

Oct 10, 2023

BUY
$100.92 - $120.2 $3,128 - $3,726
31 Added 1.32%
2,373 $279,000
Q2 2023

Jul 17, 2023

SELL
$102.18 - $118.34 $1,328 - $1,538
-13 Reduced 0.55%
2,342 $251,000
Q1 2023

May 09, 2023

SELL
$99.84 - $119.17 $22,164 - $26,455
-222 Reduced 8.61%
2,355 $258,000
Q4 2022

Jan 12, 2023

SELL
$91.92 - $114.2 $2,573 - $3,197
-28 Reduced 1.07%
2,577 $0
Q3 2022

Oct 13, 2022

BUY
$83.14 - $100.12 $13,219 - $15,919
159 Added 6.5%
2,605 $239,000
Q2 2022

Jul 13, 2022

BUY
$82.26 - $104.59 $201,207 - $255,827
2,446 New
2,446 $210,000
Q4 2019

Jan 08, 2020

SELL
$66.7 - $73.09 $67,500 - $73,967
-1,012 Closed
0 $0
Q3 2019

Oct 16, 2019

BUY
$67.19 - $77.63 $67,996 - $78,561
1,012 New
1,012 $71,000

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 Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth 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 Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.