A detailed history of Wealth Plan Investment Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 14,645 shares of XOM stock, worth $1.72 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,645
Previous 13,862 5.65%
Holding current value
$1.72 Million
Previous $1.39 Million 22.89%
% of portfolio
0.29%
Previous 0.23%

Shares

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

May 16, 2024

BUY
$96.8 - $116.24 $75,794 - $91,015
783 Added 5.65%
14,645 $1.7 Million
Q4 2023

Jan 05, 2024

BUY
$98.05 - $115.83 $98 - $115
1 Added 0.01%
13,862 $1.39 Million
Q3 2023

Nov 15, 2023

SELL
$100.92 - $120.2 $219,702 - $261,675
-2,177 Reduced 13.57%
13,861 $1.63 Million
Q3 2023

Nov 09, 2023

BUY
$100.92 - $120.2 $1.19 Million - $1.42 Million
11,803 Added 278.7%
16,038 $1.89 Million
Q2 2023

Aug 14, 2023

BUY
$102.18 - $118.34 $415,566 - $481,288
4,067 Added 2420.83%
4,235 $454,000
Q2 2023

Jul 25, 2023

SELL
$102.18 - $118.34 $1.3 Million - $1.5 Million
-12,705 Reduced 98.69%
168 $18,000
Q1 2023

May 08, 2023

SELL
$99.84 - $119.17 $1.49 Million - $1.78 Million
-14,900 Reduced 53.65%
12,873 $1.41 Million
Q4 2022

Feb 15, 2023

BUY
$91.92 - $114.2 $76,845 - $95,471
836 Added 3.1%
27,773 $3.06 Million
Q3 2022

Dec 12, 2022

SELL
$83.14 - $100.12 $24,942 - $30,036
-300 Reduced 1.1%
26,937 $2.79 Million
Q1 2022

Sep 07, 2022

BUY
$63.54 - $87.78 $1.73 Million - $2.39 Million
27,237 New
27,237 $2.32 Million

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 $489B
  • 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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