Carson Wealth (CWM LLC)’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $175M | Sell |
1,030,824
-23,056
| -2% | -$3.36M | 0.46% | 39 |
|
|
2025
Q4 | $127M | Buy |
1,053,880
+144,851
| +16% | +$16.8M | 0.34% | 60 |
|
|
2025
Q3 | $102M | Buy |
909,029
+137,102
| +18% | +$15.2M | 0.31% | 65 |
|
|
2025
Q2 | $83.2M | Buy |
771,927
+24,405
| +3% | +$2.61M | 0.29% | 65 |
|
|
2025
Q1 | $88.9M | Buy |
747,522
+63,613
| +9% | +$7.04M | 0.35% | 56 |
|
|
2024
Q4 | $73.6M | Buy |
683,909
+44,480
| +7% | +$5.2M | 0.31% | 60 |
|
|
2024
Q3 | $75M | Buy |
639,429
+21,852
| +4% | +$2.52M | 0.32% | 58 |
|
|
2024
Q2 | $71.1M | Sell |
617,577
-16,781
| -3% | -$1.95M | 0.34% | 53 |
|
|
2024
Q1 | $73.7M | Buy |
634,358
+43,301
| +7% | +$4.53M | 0.36% | 48 |
|
|
2023
Q4 | $59.1M | Buy |
591,057
+51,081
| +9% | +$5.37M | 0.32% | 59 |
|
|
2023
Q3 | $63.5M | Buy |
539,976
+251,522
| +87% | +$27.6M | 0.39% | 48 |
|
|
2023
Q2 | $30.9M | Buy |
288,454
+22,499
| +8% | +$2.45M | 0.19% | 101 |
|
|
2023
Q1 | $29.2M | Buy |
265,955
+61,106
| +30% | +$6.76M | 0.2% | 101 |
|
|
2022
Q4 | $22.6M | Buy |
204,849
+55,730
| +37% | +$5.97M | 0.17% | 129 |
|
|
2022
Q3 | $13M | Buy |
149,119
+8,131
| +6% | +$742K | 0.1% | 162 |
|
|
2022
Q2 | $12.1M | Buy |
140,988
+19,542
| +16% | +$1.76M | 0.09% | 171 |
|
|
2022
Q1 | $10M | Buy |
121,446
+9,014
| +8% | +$701K | 0.07% | 204 |
|
|
2021
Q4 | $6.88M | Buy |
+112,432
| New | +$7.03M | 0.05% | 265 |
|
|
2021
Q2 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2021
Q1 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2020
Q4 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2020
Q3 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2020
Q2 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2020
Q1 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2019
Q4 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2019
Q3 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2019
Q2 | $6.27M | Hold |
99,463
| – | – | 0.05% | 258 |
|
|
2019
Q1 | $6.27M | Sell |
99,463
-334,979
| -77% | -$25.5M | 0.05% | 258 |
|
|
2018
Q4 | $29.6M | Buy |
434,442
+31,204
| +8% | +$2.45M | 0.74% | 25 |
|
|
2018
Q3 | $34.3M | Sell |
403,238
-942
| -0.2% | -$77K | 0.88% | 17 |
|
|
2018
Q2 | $33.4M | Sell |
404,180
-13,992
| -3% | -$1.11M | 1.1% | 14 |
|
|
2018
Q1 | $31.2M | Buy |
418,172
+83,617
| +25% | +$6.68M | 1.24% | 17 |
|
|
2017
Q4 | $28M | Sell |
334,555
-18,420
| -5% | -$1.52M | 1.24% | 25 |
|
|
2017
Q3 | $28.9M | Sell |
352,975
-20,140
| -5% | -$1.6M | 1.37% | 16 |
|
|
2017
Q2 | $30.1M | Sell |
373,115
-2,885
| -0.8% | -$236K | 1.54% | 13 |
|
|
2017
Q1 | $30.8M | Buy |
376,000
+2,980
| +0.8% | +$249K | 1.74% | 8 |
|
|
2016
Q4 | $33.7M | Buy |
373,020
+31,083
| +9% | +$2.72M | 2.06% | 2 |
|
|
2016
Q3 | $29.8M | Buy |
341,937
+44,231
| +15% | +$3.92M | 2.06% | 3 |
|
|
2016
Q2 | $27.9M | Buy |
297,706
+39,639
| +15% | +$3.5M | 2.04% | 4 |
|
|
2016
Q1 | $21.6M | Buy |
258,067
+58,460
| +29% | +$4.68M | 1.89% | 4 |
|
|
2015
Q4 | $15.6M | Buy |
199,607
+55,316
| +38% | +$4.42M | 1.52% | 6 |
|
|
2015
Q3 | $10.7M | Buy |
144,291
+61,481
| +74% | +$4.74M | 1.08% | 30 |
|
|
2015
Q2 | $6.89M | Buy |
82,810
+7,888
| +11% | +$678K | 0.66% | 62 |
|
|
2015
Q1 | $6.37M | Buy |
74,922
+18,810
| +34% | +$1.67M | 0.64% | 58 |
|
|
2014
Q4 | $5.19M | Buy |
56,112
+18,855
| +51% | +$1.76M | 0.63% | 45 |
|
|
2014
Q3 | $3.5M | Buy |
37,257
+13,689
| +58% | +$1.36M | 0.51% | 66 |
|
|
2014
Q2 | $2.37M | Buy |
23,568
+5,405
| +30% | +$545K | 0.42% | 73 |
|
|
2014
Q1 | $1.77M | Buy |
18,163
+181
| +1% | +$17.3K | 0.24% | 73 |
|
|
2013
Q4 | $1.82M | Buy |
17,982
+2,323
| +15% | +$215K | 0.28% | 61 |
|
|
2013
Q3 | $1.35M | Buy |
+15,659
| New | +$1.41M | 0.35% | 48 |
|
Other funds holding XOM
VCM
VPM
Carson Wealth (CWM LLC)'s XOM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2026, selling an estimated $3.36M and leaving 1,030,824 shares worth $175M. The position accounts for 0.46% of the portfolio, ranked #39.
Carson Wealth (CWM LLC) first reported a position in XOM in Q3 2013 and has held it in 50 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,030,824 shares of ExxonMobil worth $175M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 23,056 ExxonMobil shares in Q1 2026, an estimated $3.36M.
- ExxonMobil made up 0.46% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #39 holding.
- Carson Wealth (CWM LLC) first reported a position in ExxonMobil in Q3 2013 and has held it in 50 quarters since.
- 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.