AE Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2M | Buy |
845,761
+44,419
| +6% | +$4.79M | 0.67% | 27 |
|
|
2025
Q1 | $95.3M | Buy |
801,342
+37,474
| +5% | +$4.46M | 0.8% | 21 |
|
|
2024
Q4 | $82.2M | Buy |
763,868
+45,955
| +6% | +$4.94M | 0.7% | 28 |
|
|
2024
Q3 | $84.2M | Buy |
717,913
+53,861
| +8% | +$6.31M | 0.76% | 23 |
|
|
2024
Q2 | $76.4M | Buy |
664,052
+145,910
| +28% | +$16.8M | 0.76% | 22 |
|
|
2024
Q1 | $60.2M | Sell |
518,142
-493,254
| -49% | -$57.3M | 0.68% | 21 |
|
|
2023
Q4 | $104M | Buy |
1,011,396
+137,097
| +16% | +$14.1M | 0.53% | 25 |
|
|
2023
Q3 | $103M | Buy |
874,299
+42,273
| +5% | +$4.97M | 0.61% | 22 |
|
|
2023
Q2 | $89.2M | Sell |
832,026
-297,498
| -26% | -$31.9M | 0.54% | 26 |
|
|
2023
Q1 | $124M | Buy |
1,129,524
+101,713
| +10% | +$11.2M | 0.8% | 17 |
|
|
2022
Q4 | $113M | Buy |
1,027,811
+175,134
| +21% | +$19.3M | 0.82% | 14 |
|
|
2022
Q3 | $74.4M | Buy |
852,677
+59,582
| +8% | +$5.2M | 0.59% | 26 |
|
|
2022
Q2 | $67.9M | Buy |
793,095
+36,270
| +5% | +$3.11M | 0.54% | 34 |
|
|
2022
Q1 | $62.5M | Buy |
756,825
+81,900
| +12% | +$6.76M | 0.43% | 46 |
|
|
2021
Q4 | $41.3M | Buy |
674,925
+61,971
| +10% | +$3.79M | 0.29% | 72 |
|
|
2021
Q3 | $36.1M | Buy |
612,954
+69,920
| +13% | +$4.11M | 0.3% | 72 |
|
|
2021
Q2 | $34.3M | Buy |
543,034
+63,252
| +13% | +$3.99M | 0.3% | 76 |
|
|
2021
Q1 | $26.8M | Buy |
479,782
+5,286
| +1% | +$295K | 0.27% | 87 |
|
|
2020
Q4 | $19.6M | Sell |
474,496
-43,033
| -8% | -$1.77M | 0.22% | 103 |
|
|
2020
Q3 | $17.8M | Buy |
517,529
+36,585
| +8% | +$1.26M | 0.25% | 90 |
|
|
2020
Q2 | $21.5M | Buy |
480,944
+91,843
| +24% | +$4.11M | 0.33% | 66 |
|
|
2020
Q1 | $14.8M | Buy |
389,101
+91,612
| +31% | +$3.48M | 0.34% | 58 |
|
|
2019
Q4 | $20.8M | Buy |
297,489
+43,274
| +17% | +$3.02M | 0.45% | 46 |
|
|
2019
Q3 | $18M | Sell |
254,215
-908
| -0.4% | -$64.1K | 0.52% | 42 |
|
|
2019
Q2 | $19.6M | Buy |
255,123
+76,957
| +43% | +$5.9M | 0.59% | 36 |
|
|
2019
Q1 | $14.4M | Buy |
178,166
+18,464
| +12% | +$1.49M | 1% | 23 |
|
|
2018
Q4 | $10.9M | Buy |
159,702
+2,754
| +2% | +$188K | 1.86% | 3 |
|
|
2018
Q3 | $13.3M | Buy |
156,948
+32,378
| +26% | +$2.75M | 0.73% | 31 |
|
|
2018
Q2 | $10.3M | Sell |
124,570
-3,629
| -3% | -$300K | 0.7% | 29 |
|
|
2018
Q1 | $9.57M | Buy |
128,199
+18,360
| +17% | +$1.37M | 0.74% | 27 |
|
|
2017
Q4 | $9.19M | Buy |
109,839
+16,456
| +18% | +$1.38M | 0.81% | 24 |
|
|
2017
Q3 | $7.66M | Buy |
93,383
+12,076
| +15% | +$990K | 0.71% | 28 |
|
|
2017
Q2 | $6.56M | Buy |
81,307
+22,912
| +39% | +$1.85M | 0.78% | 26 |
|
|
2017
Q1 | $4.79M | Buy |
58,395
+31,545
| +117% | +$2.59M | 0.89% | 18 |
|
|
2016
Q4 | $2.42M | Buy |
+26,850
| New | +$2.42M | 0.98% | 18 |
|