Carson Wealth (CWM LLC)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102M | Buy |
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|
2025
Q2 | $83.2M | Buy |
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|
2025
Q1 | $88.9M | Buy |
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|
2024
Q4 | $73.6M | Buy |
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|
2024
Q3 | $75M | Buy |
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|
2024
Q2 | $71.1M | Sell |
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|
2024
Q1 | $73.7M | Buy |
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|
2023
Q4 | $59.1M | Buy |
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|
2023
Q3 | $63.5M | Buy |
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|
2023
Q2 | $30.9M | Buy |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $22.6M | Buy |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $10M | Buy |
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|
2021
Q4 | $6.88M | Buy |
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|
2021
Q2 | $6.27M | Hold |
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|
2021
Q1 | $6.27M | Hold |
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|
2020
Q4 | $6.27M | Hold |
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|
2020
Q3 | $6.27M | Hold |
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|
2020
Q2 | $6.27M | Hold |
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|
2020
Q1 | $6.27M | Hold |
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|
2019
Q4 | $6.27M | Hold |
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|
2019
Q3 | $6.27M | Hold |
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|
2019
Q2 | $6.27M | Hold |
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|
2019
Q1 | $6.27M | Sell |
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|
2018
Q4 | $29.6M | Buy |
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|
2018
Q3 | $34.3M | Sell |
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|
2018
Q2 | $33.4M | Sell |
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|
2018
Q1 | $31.2M | Buy |
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|
2017
Q4 | $28M | Sell |
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|
2017
Q3 | $28.9M | Sell |
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|
2017
Q2 | $30.1M | Sell |
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|
2017
Q1 | $30.8M | Buy |
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|
2016
Q4 | $33.7M | Buy |
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|
2016
Q3 | $29.8M | Buy |
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|
2016
Q2 | $27.9M | Buy |
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|
2016
Q1 | $21.6M | Buy |
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|
2015
Q4 | $15.6M | Buy |
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|
2015
Q3 | $10.7M | Buy |
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|
2015
Q2 | $6.89M | Buy |
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|
2015
Q1 | $6.37M | Buy |
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|
2014
Q4 | $5.19M | Buy |
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|
2014
Q3 | $3.5M | Buy |
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|
2014
Q2 | $2.37M | Buy |
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|
2014
Q1 | $1.77M | Buy |
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|
2013
Q4 | $1.82M | Buy |
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|
2013
Q3 | $1.35M | Buy |
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