Wealth Effects LLC Exxon Mobil Corp Transaction History

Wealth Effects LLC

$241 Million
Q2 2025

A detailed history of Wealth Effects LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Wealth Effects LLC holds 11,203 shares of XOM stock, worth $1.19 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

11,203

Previous 12,154 7.82%

Holding current value

$1.19 Million

Previous $1.45 Million 16.47%

% of portfolio

0.5%

Previous 0.66%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$99.93 - $119.04 $95,033 - $113,207	-951 Reduced 7.82%	11,203 $1.21 Million
Q1 2025 Apr 23, 2025	SELL	$105.44 - $118.93 $95,106 - $107,274	-902 Reduced 6.91%	12,154 $1.45 Million
Q4 2024 Jan 22, 2025	SELL	$105.51 - $125.37 $79,660 - $94,654	-755 Reduced 5.47%	13,056 $1.4 Million
Q3 2024 Oct 21, 2024	SELL	$109.72 - $119.0 $46,521 - $50,456	-424 Reduced 2.98%	13,811 $1.62 Million
Q2 2024 Aug 02, 2024	SELL	$108.36 - $122.2 $26,114 - $29,450	-241 Reduced 1.66%	14,235 $1.64 Million
Q1 2024 Apr 22, 2024	BUY	$96.8 - $116.24 $220,800 - $265,143	2,281 Added 18.7%	14,476 $1.68 Million
Q4 2023 Jan 29, 2024	BUY	$98.05 - $115.83 $438,577 - $518,107	4,473 Added 57.93%	12,195 $1.22 Million
Q3 2023 Oct 16, 2023	SELL	$100.92 - $120.2 $211,831 - $252,299	-2,099 Reduced 21.37%	7,722 $907,000
Q2 2023 Jul 18, 2023	SELL	$102.18 - $118.34 $107,084 - $124,020	-1,048 Reduced 9.64%	9,821 $1.05 Million
Q1 2023 May 04, 2023	SELL	$99.84 - $119.17 $187,000 - $223,205	-1,873 Reduced 14.7%	10,869 $1.19 Million
Q4 2022 Feb 02, 2023	BUY	$91.92 - $114.2 $3,768 - $4,682	41 Added 0.32%	12,742 $1.41 Million
Q3 2022 Nov 14, 2022	SELL	$83.14 - $100.12 $109,578 - $131,958	-1,318 Reduced 9.4%	12,701 $1.11 Million
Q2 2022 Aug 03, 2022	BUY	$82.26 - $104.59 $46,723 - $59,407	568 Added 4.22%	14,019 $1.2 Million
Q1 2022 May 16, 2022	BUY	$63.54 - $87.78 $94,102 - $130,002	1,481 Added 12.37%	13,451 $1.11 Million
Q4 2021 Feb 09, 2022	BUY	$59.16 - $66.36 $708,145 - $794,329	11,970 New	11,970 $732,000

Others Institutions Holding XOM

# of Institutions

4,764

Shares Held

2.7B

Call Options Held

44M

Put Options Held

37.3M

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 $442B
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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Wealth Effects LLC Exxon Mobil Corp Transaction History