A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 3,501 shares of XOM stock, worth $413,012. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,501
Previous 4,408 20.58%
Holding current value
$413,012
Previous $507,000 19.13%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Nov 14, 2024

SELL
$109.72 - $119.0 $99,516 - $107,933
-907 Reduced 20.58%
3,501 $410,000
Q2 2024

Aug 12, 2024

BUY
$108.36 - $122.2 $120,604 - $136,008
1,113 Added 33.78%
4,408 $507,000
Q1 2024

May 13, 2024

BUY
$96.8 - $116.24 $7,647 - $9,182
79 Added 2.46%
3,295 $383,000
Q4 2023

Feb 13, 2024

SELL
$98.05 - $115.83 $4,118 - $4,864
-42 Reduced 1.29%
3,216 $321,000
Q3 2023

Nov 14, 2023

BUY
$100.92 - $120.2 $8,376 - $9,976
83 Added 2.61%
3,258 $383,000
Q2 2023

Aug 11, 2023

SELL
$102.18 - $118.34 $30,245 - $35,028
-296 Reduced 8.53%
3,175 $340,000
Q1 2023

May 12, 2023

BUY
$99.84 - $119.17 $116,812 - $139,428
1,170 Added 50.85%
3,471 $380,000
Q4 2022

Feb 13, 2023

SELL
$91.92 - $114.2 $128,228 - $159,309
-1,395 Reduced 37.74%
2,301 $253,000
Q3 2022

Nov 01, 2022

BUY
$83.14 - $100.12 $2,826 - $3,404
34 Added 0.93%
3,696 $323,000
Q2 2022

Aug 09, 2022

SELL
$82.26 - $104.59 $66,466 - $84,508
-808 Reduced 18.08%
3,662 $314,000
Q1 2022

May 13, 2022

BUY
$63.54 - $87.78 $2,732 - $3,774
43 Added 0.97%
4,470 $369,000
Q4 2021

Feb 10, 2022

SELL
$59.16 - $66.36 $25,202 - $28,269
-426 Reduced 8.78%
4,427 $271,000
Q3 2021

Nov 15, 2021

BUY
$52.73 - $63.26 $2,214 - $2,656
42 Added 0.87%
4,853 $285,000
Q2 2021

Aug 16, 2021

BUY
$55.27 - $64.66 $1,989 - $2,327
36 Added 0.75%
4,811 $303,000
Q1 2021

May 17, 2021

BUY
$41.5 - $61.97 $1,535 - $2,292
37 Added 0.78%
4,775 $267,000
Q4 2020

Feb 19, 2021

BUY
$31.57 - $44.01 $1,641 - $2,288
52 Added 1.11%
4,738 $195,000
Q3 2020

Nov 13, 2020

BUY
$34.28 - $44.97 $1,919 - $2,518
56 Added 1.21%
4,686 $161,000
Q2 2020

Aug 18, 2020

BUY
$37.53 - $54.74 $1,463 - $2,134
39 Added 0.85%
4,630 $207,000
Q1 2020

May 15, 2020

BUY
$31.45 - $70.9 $1,603 - $3,615
51 Added 1.12%
4,591 $174,000
Q4 2019

May 15, 2020

BUY
$66.7 - $73.09 $302,818 - $331,828
4,540 New
4,540 $317,000

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 $492B
  • 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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