Wealth Plan Partners, LLC Exxon Mobil Corp Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 12,068 shares of XOM stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,068

Previous 15,561 22.45%

Holding current value

$1.39 Million

Previous $1.56 Billion 9.83%

% of portfolio

0.15%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$96.8 - $116.24 $338,122 - $406,026	-3,493 Reduced 22.45%	12,068 $1.4 Billion
Q4 2023 Jan 05, 2024	SELL	$98.05 - $115.83 $46,769 - $55,250	-477 Reduced 2.97%	15,561 $1.56 Billion
Q3 2023 Nov 01, 2023	BUY	$100.92 - $120.2 $65,295 - $77,769	647 Added 4.2%	16,038 $1.89 Billion
Q2 2023 Jul 31, 2023	SELL	$102.18 - $118.34 $61,308 - $71,004	-600 Reduced 3.75%	15,391 $1.65 Billion
Q1 2023 May 10, 2023	SELL	$99.84 - $119.17 $1.18 Million - $1.4 Million	-11,782 Reduced 42.42%	15,991 $1.75 Billion

Q4 2022 Feb 16, 2023	BUY	$91.92 - $114.2 $49,269 - $61,211	536 Added 1.97%	27,773 $3.23 Billion
Q1 2022 May 03, 2022	SELL	$63.54 - $87.78 $74,659 - $103,141	-1,175 Reduced 4.14%	27,237 $2.32 Million
Q4 2021 Feb 01, 2022	SELL	$59.16 - $66.36 $323,131 - $362,458	-5,462 Reduced 16.12%	28,412 $2.16 Million
Q3 2021 Dec 09, 2021	BUY	$52.73 - $63.26 $108,465 - $130,125	2,057 Added 6.47%	33,874 $1.99 Million
Q2 2021 Aug 19, 2021	SELL	$55.27 - $64.66 $52,727 - $61,685	-954 Reduced 2.91%	31,817 $1.86 Million
Q1 2021 May 11, 2021	SELL	$41.5 - $61.97 $43,575 - $65,068	-1,050 Reduced 3.1%	32,771 $1.94 Million
Q4 2020 Feb 09, 2021	SELL	$31.57 - $44.01 $61,308 - $85,467	-1,942 Reduced 5.43%	33,821 $1.63 Million
Q3 2020 Dec 18, 2020	SELL	$34.28 - $44.97 $333,201 - $437,108	-9,720 Reduced 21.37%	35,763 $1.26 Million
Q2 2020 Aug 19, 2020	SELL	$37.53 - $54.74 $18,126 - $26,439	-483 Reduced 1.05%	45,483 $1.96 Million
Q1 2020 May 15, 2020	BUY	$31.45 - $70.9 $226,471 - $510,550	7,201 Added 18.58%	45,966 $1.94 Million
Q4 2019 Feb 14, 2020	SELL	$66.7 - $73.09 $77,905 - $85,369	-1,168 Reduced 2.92%	38,765 $2.38 Million
Q3 2019 Nov 15, 2019	BUY	$67.19 - $77.63 $231,133 - $267,047	3,440 Added 9.43%	39,933 $2.75 Million
Q2 2019 Aug 19, 2019	SELL	$70.77 - $83.38 $55,979 - $65,953	-791 Reduced 2.12%	36,493 $2.57 Million
Q1 2019 May 16, 2019	SELL	$68.62 - $81.79 $132,024 - $157,363	-1,924 Reduced 4.91%	37,284 $2.85 Million
Q4 2018 Feb 20, 2019	SELL	$65.51 - $86.51 $6.65 Million - $8.79 Million	-101,571 Reduced 72.15%	39,208 $3.05 Million
Q3 2018 Nov 21, 2018	BUY	$76.94 - $86.6 $409,320 - $460,711	5,320 Added 3.93%	140,779 $10.8 Million
Q2 2018 Aug 16, 2018	BUY	$73.22 - $83.6 $582,172 - $664,703	7,951 Added 6.24%	135,459 $11.2 Million
Q1 2018 May 16, 2018	BUY	$72.81 - $89.07 $9.28 Million - $11.4 Million	127,508 New	127,508 $9.51 Million

Others Institutions Holding XOM

# of Institutions

4,135

Shares Held

2.32B

Call Options Held

44.9M

Put Options Held

36M

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 $479B
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 Plan Partners, LLC Exxon Mobil Corp Transaction History