CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
102,410
-281
| -0.3% | -$31.4K | 4.15% | 5 |
|
|
2025
Q1 | $10.7M | Sell |
102,691
-286
| -0.3% | -$29.8K | 4.42% | 4 |
|
|
2024
Q4 | $11.3M | Sell |
102,977
-388
| -0.4% | -$42.6K | 4.18% | 5 |
|
|
2024
Q3 | $12.3M | Sell |
103,365
-642
| -0.6% | -$76.1K | 4.67% | 4 |
|
|
2024
Q2 | $12.3M | Sell |
104,007
-197
| -0.2% | -$23.3K | 4.81% | 4 |
|
|
2024
Q1 | $12.6M | Sell |
104,204
-338
| -0.3% | -$41K | 5.32% | 4 |
|
|
2023
Q4 | $10.4M | Buy |
104,542
+67
| +0.1% | +$6.67K | 4.34% | 4 |
|
|
2023
Q3 | $11.3M | Buy |
104,475
+2,341
| +2% | +$254K | 5.28% | 3 |
|
|
2023
Q2 | $11M | Sell |
102,134
-1,041
| -1% | -$112K | 4.83% | 4 |
|
|
2023
Q1 | $11.1M | Sell |
103,175
-1,486
| -1% | -$160K | 5.07% | 3 |
|
|
2022
Q4 | $12.1M | Sell |
104,661
-8,139
| -7% | -$941K | 5.31% | 3 |
|
|
2022
Q3 | $11.9M | Sell |
112,800
-40
| -0% | -$4.23K | 5.64% | 3 |
|
|
2022
Q2 | $9.71M | Buy |
112,840
+684
| +0.6% | +$58.9K | 4.46% | 4 |
|
|
2022
Q1 | $9.74M | Buy |
112,156
+1,650
| +1% | +$143K | 3.99% | 4 |
|
|
2021
Q4 | $8.28M | Buy |
110,506
+300
| +0.3% | +$22.5K | 3.49% | 4 |
|
|
2021
Q3 | $7.24M | Sell |
110,206
-17,683
| -14% | -$1.16M | 2.91% | 5 |
|
|
2021
Q2 | $7.33M | Buy |
127,889
+7,737
| +6% | +$444K | 3.16% | 5 |
|
|
2021
Q1 | $6.78M | Sell |
120,152
-2,128
| -2% | -$120K | 3.01% | 6 |
|
|
2020
Q4 | $5.97M | Buy |
122,280
+6,823
| +6% | +$333K | 2.94% | 7 |
|
|
2020
Q3 | $4.21M | Buy |
115,457
+5,676
| +5% | +$207K | 2.21% | 10 |
|
|
2020
Q2 | $4.83M | Buy |
109,781
+2,133
| +2% | +$93.9K | 2.76% | 7 |
|
|
2020
Q1 | $5.11M | Buy |
107,648
+3,211
| +3% | +$152K | 3.14% | 6 |
|
|
2019
Q4 | $6.76M | Sell |
104,437
-10,433
| -9% | -$675K | 3.81% | 6 |
|
|
2019
Q3 | $7.84M | Sell |
114,870
-529
| -0.5% | -$36.1K | 4.82% | 5 |
|
|
2019
Q2 | $8.71M | Buy |
115,399
+23
| +0% | +$1.74K | 5.26% | 4 |
|
|
2019
Q1 | $9.32M | Sell |
115,376
-1,397
| -1% | -$113K | 5.84% | 3 |
|
|
2018
Q4 | $7.96M | Sell |
116,773
-5,891
| -5% | -$402K | 5.69% | 5 |
|
|
2018
Q3 | $10.4M | Buy |
122,664
+154
| +0.1% | +$13.1K | 6.4% | 3 |
|
|
2018
Q2 | $9.88M | Sell |
122,510
-1,276
| -1% | -$103K | 6.36% | 3 |
|
|
2018
Q1 | $9.01M | Sell |
123,786
-740
| -0.6% | -$53.9K | 6.05% | 4 |
|
|
2017
Q4 | $10.4M | Sell |
124,526
-511
| -0.4% | -$42.7K | 6.53% | 3 |
|
|
2017
Q3 | $10.3M | Sell |
125,037
-37
| -0% | -$3.03K | 6.55% | 4 |
|
|
2017
Q2 | $10.1M | Sell |
125,074
-313
| -0.2% | -$25.3K | 6.85% | 4 |
|
|
2017
Q1 | $10.3M | Buy |
125,387
+1,698
| +1% | +$139K | 7.17% | 4 |
|
|
2016
Q4 | $11.2M | Buy |
123,689
+45
| +0% | +$4.06K | 8.13% | 2 |
|
|
2016
Q3 | $10.8M | Sell |
123,644
-4,174
| -3% | -$364K | 8.43% | 2 |
|
|
2016
Q2 | $12M | Sell |
127,818
-1,819
| -1% | -$171K | 9.44% | 1 |
|
|
2016
Q1 | $10.8M | Buy |
129,637
+367
| +0.3% | +$30.7K | 8.84% | 1 |
|
|
2015
Q4 | $10M | Sell |
129,270
-2,010
| -2% | -$156K | 8.59% | 1 |
|
|
2015
Q3 | $9.76M | Buy |
131,280
+3,833
| +3% | +$285K | 9.49% | 1 |
|
|
2015
Q2 | $10.5M | Sell |
127,447
-840
| -0.7% | -$69.2K | 9.79% | 1 |
|
|
2015
Q1 | $10.9M | Buy |
128,287
+3,854
| +3% | +$328K | 10.89% | 1 |
|
|
2014
Q4 | $11.5M | Buy |
124,433
+1,817
| +1% | +$168K | 10.14% | 2 |
|
|
2014
Q3 | $11.5M | Sell |
122,616
-8,010
| -6% | -$750K | 13.18% | 1 |
|
|
2014
Q2 | $13.2M | Sell |
130,626
-8,797
| -6% | -$886K | 16.96% | 1 |
|
|
2014
Q1 | $13.6M | Buy |
139,423
+1,032
| +0.7% | +$101K | 17.7% | 1 |
|
|
2013
Q4 | $14M | Sell |
138,391
-1,729
| -1% | -$175K | 19.7% | 1 |
|
|
2013
Q3 | $12.1M | Buy |
140,120
+9,159
| +7% | +$788K | 19.31% | 1 |
|
|
2013
Q2 | $11.8M | Buy |
+130,961
| New | +$11.8M | 18.93% | 1 |
|