BWM
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Biltmore Wealth Management’s Exxon Mobil XOM Stock Holding History

Biltmore Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$383K Hold
3,556
– – 0.16% 48
2025
Q1 		$423K Hold
3,556
– – 0.18% 45
2024
Q4 		$383K Hold
3,556
– – 0.16% 46
2024
Q3 		$417K Hold
3,556
– – 0.17% 44
2024
Q2 		$409K Hold
3,556
– – 0.18% 45
2024
Q1 		$356K Hold
3,556
– – 0.17% 44
2023
Q4 		$356K Hold
3,556
– – 0.17% 44
2023
Q3 		$418K Sell
3,556
-20
-0.6% -$2.35K 0.2% 44
2023
Q2 		$384K Hold
3,576
– – 0.16% 43
2023
Q1 		$392K Sell
3,576
-18
-0.5% -$1.97K 0.16% 43
2022
Q4 		$396K Sell
3,594
-2
-0.1% -$221 0.17% 43
2022
Q3 		$314K Hold
3,596
– – 0.14% 42
2022
Q2 		$308K Hold
3,596
– – 0.14% 42
2022
Q1 		$297K Hold
3,596
– – 0.12% 43
2021
Q4 		$220K Hold
3,596
– – 0.08% 49
2021
Q3 		$212K Hold
3,596
– – 0.08% 50
2021
Q2 		$227K Hold
3,596
– – 0.09% 46
2021
Q1 		$201K Buy
+3,596
New +$201K 0.09% 46
2020
Q2 		– Sell
-3,036
Closed -$212K – 60
2020
Q1 		$212K Hold
3,036
– – 0.1% 47
2019
Q4 		$212K Hold
3,036
– – 0.1% 47
2019
Q3 		$214K Hold
3,036
– – 0.1% 46
2019
Q2 		$233K Hold
3,036
– – 0.12% 45
2019
Q1 		$245K Hold
3,036
– – 0.13% 46
2018
Q4 		$207K Hold
3,036
– – 0.23% 38
2018
Q3 		$258K Hold
3,036
– – 0.21% 36
2018
Q2 		$251K Hold
3,036
– – 0.23% 34
2018
Q1 		$227K Hold
3,036
– – 0.22% 35
2017
Q4 		$254K Hold
3,036
– – 0.23% 33
2017
Q3 		$249K Hold
3,036
– – 0.26% 33
2017
Q2 		$245K Hold
3,036
– – 0.28% 31
2017
Q1 		$249K Hold
3,036
– – 0.23% 28
2016
Q4 		$274K Hold
3,036
– – 0.25% 24
2016
Q3 		$265K Sell
3,036
-864
-22% -$75.4K 0.24% 24
2016
Q2 		$366K Sell
3,900
-1,136
-23% -$107K 0.31% 22
2016
Q1 		$421K Buy
5,036
+1,840
+58% +$154K 0.35% 24
2015
Q4 		$249K Sell
3,196
-95
-3% -$7.4K 0.22% 35
2015
Q3 		$245K Hold
3,291
– – 0.22% 36
2015
Q2 		$274K Hold
3,291
– – 0.23% 37
2015
Q1 		$280K Sell
3,291
-75
-2% -$6.38K 0.24% 36
2014
Q4 		$311K Buy
+3,366
New +$311K 0.27% 33