BEI
Benjamin Edwards Inc’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.7M | Buy |
591,290
+21,016
| +4% | +$2.27M | 0.81% | 24 |
|
|
2025
Q1 | $67.8M | Buy |
570,274
+69,102
| +14% | +$8.22M | 0.95% | 14 |
|
|
2024
Q4 | $53.9M | Buy |
501,172
+8,437
| +2% | +$908K | 0.77% | 26 |
|
|
2024
Q3 | $57.8M | Buy |
492,735
+461,828
| +1,494% | +$54.1M | 0.84% | 17 |
|
|
2024
Q2 | $3.56M | Buy |
30,907
+2,958
| +11% | +$341K | 0.68% | 29 |
|
|
2024
Q1 | $3.25M | Sell |
27,949
-5,242
| -16% | -$609K | 0.65% | 35 |
|
|
2023
Q4 | $3.32M | Sell |
33,191
-483
| -1% | -$48.3K | 0.72% | 36 |
|
|
2023
Q3 | $3.96M | Sell |
33,674
-650
| -2% | -$76.4K | 0.94% | 21 |
|
|
2023
Q2 | $3.68M | Buy |
34,324
+1,810
| +6% | +$194K | 0.85% | 28 |
|
|
2023
Q1 | $3.57M | Sell |
32,514
-2,201
| -6% | -$241K | 0.87% | 28 |
|
|
2022
Q4 | $3.83M | Sell |
34,715
-2,978
| -8% | -$328K | 1.01% | 16 |
|
|
2022
Q3 | $3.29M | Buy |
37,693
+7,418
| +25% | +$648K | 0.99% | 22 |
|
|
2022
Q2 | $2.59M | Buy |
30,275
+1,289
| +4% | +$110K | 0.76% | 37 |
|
|
2022
Q1 | $2.39M | Buy |
28,986
+4,360
| +18% | +$360K | 0.7% | 37 |
|
|
2021
Q4 | $1.51M | Buy |
24,626
+4,831
| +24% | +$296K | 0.49% | 59 |
|
|
2021
Q3 | $1.16M | Buy |
19,795
+1,253
| +7% | +$73.7K | 0.71% | 37 |
|
|
2021
Q2 | $1.17M | Sell |
18,542
-673
| -4% | -$42.5K | 0.8% | 28 |
|
|
2021
Q1 | $1.07M | Buy |
19,215
+6,969
| +57% | +$389K | 0.82% | 36 |
|
|
2020
Q4 | $505K | Buy |
12,246
+1,778
| +17% | +$73.3K | 0.39% | 92 |
|
|
2020
Q3 | $359K | Sell |
10,468
-395
| -4% | -$13.5K | 0.3% | 106 |
|
|
2020
Q2 | $486K | Buy |
10,863
+785
| +8% | +$35.1K | 0.41% | 84 |
|
|
2020
Q1 | $383K | Buy |
10,078
+7,735
| +330% | +$294K | 0.4% | 89 |
|
|
2019
Q4 | $163K | Buy |
2,343
+219
| +10% | +$15.2K | 0.33% | 70 |
|
|
2019
Q3 | $150K | Buy |
2,124
+285
| +15% | +$20.1K | 0.32% | 66 |
|
|
2019
Q2 | $141K | Sell |
1,839
-335
| -15% | -$25.7K | 0.34% | 61 |
|
|
2019
Q1 | $176K | Buy |
+2,174
| New | +$176K | 0.84% | 23 |
|