Carson Wealth (CWM LLC)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2M | Buy |
771,927
+24,405
| +3% | +$2.63M | 0.29% | 65 |
|
|
2025
Q1 | $88.9M | Buy |
747,522
+63,613
| +9% | +$7.57M | 0.35% | 56 |
|
|
2024
Q4 | $73.6M | Buy |
683,909
+44,480
| +7% | +$4.78M | 0.31% | 60 |
|
|
2024
Q3 | $75M | Buy |
639,429
+21,852
| +4% | +$2.56M | 0.32% | 58 |
|
|
2024
Q2 | $71.1M | Sell |
617,577
-16,781
| -3% | -$1.93M | 0.34% | 53 |
|
|
2024
Q1 | $73.7M | Buy |
634,358
+43,301
| +7% | +$5.03M | 0.36% | 48 |
|
|
2023
Q4 | $59.1M | Buy |
591,057
+51,081
| +9% | +$5.11M | 0.32% | 59 |
|
|
2023
Q3 | $63.5M | Buy |
539,976
+251,522
| +87% | +$29.6M | 0.39% | 48 |
|
|
2023
Q2 | $30.9M | Buy |
288,454
+22,499
| +8% | +$2.41M | 0.19% | 101 |
|
|
2023
Q1 | $29.2M | Buy |
265,955
+61,106
| +30% | +$6.7M | 0.2% | 101 |
|
|
2022
Q4 | $22.6M | Buy |
204,849
+55,730
| +37% | +$6.15M | 0.17% | 129 |
|
|
2022
Q3 | $13M | Buy |
149,119
+8,131
| +6% | +$710K | 0.1% | 162 |
|
|
2022
Q2 | $12.1M | Buy |
140,988
+19,542
| +16% | +$1.67M | 0.09% | 171 |
|
|
2022
Q1 | $10M | Buy |
121,446
+9,014
| +8% | +$744K | 0.07% | 204 |
|
|
2021
Q4 | $6.88M | Buy |
+112,432
| New | +$6.88M | 0.05% | 265 |
|
|
2021
Q2 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2021
Q1 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2020
Q4 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2020
Q3 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2020
Q2 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2020
Q1 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2019
Q4 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2019
Q3 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2019
Q2 | $6.27M | Hold |
99,463
| – | – | 0.05% | 257 |
|
|
2019
Q1 | $6.27M | Sell |
99,463
-334,979
| -77% | -$21.1M | 0.05% | 257 |
|
|
2018
Q4 | $29.6M | Buy |
434,442
+31,204
| +8% | +$2.13M | 0.74% | 25 |
|
|
2018
Q3 | $34.3M | Sell |
403,238
-942
| -0.2% | -$80.1K | 0.88% | 17 |
|
|
2018
Q2 | $33.4M | Sell |
404,180
-13,992
| -3% | -$1.16M | 1.1% | 14 |
|
|
2018
Q1 | $31.2M | Buy |
418,172
+83,617
| +25% | +$6.24M | 1.24% | 17 |
|
|
2017
Q4 | $28M | Sell |
334,555
-18,420
| -5% | -$1.54M | 1.24% | 25 |
|
|
2017
Q3 | $28.9M | Sell |
352,975
-20,140
| -5% | -$1.65M | 1.37% | 16 |
|
|
2017
Q2 | $30.1M | Sell |
373,115
-2,885
| -0.8% | -$233K | 1.54% | 13 |
|
|
2017
Q1 | $30.8M | Buy |
376,000
+2,980
| +0.8% | +$244K | 1.74% | 8 |
|
|
2016
Q4 | $33.7M | Buy |
373,020
+31,083
| +9% | +$2.81M | 2.06% | 2 |
|
|
2016
Q3 | $29.8M | Buy |
341,937
+44,231
| +15% | +$3.86M | 2.06% | 3 |
|
|
2016
Q2 | $27.9M | Buy |
297,706
+39,639
| +15% | +$3.72M | 2.04% | 4 |
|
|
2016
Q1 | $21.6M | Buy |
258,067
+58,460
| +29% | +$4.89M | 1.89% | 4 |
|
|
2015
Q4 | $15.6M | Buy |
199,607
+55,316
| +38% | +$4.31M | 1.52% | 6 |
|
|
2015
Q3 | $10.7M | Buy |
144,291
+61,481
| +74% | +$4.57M | 1.08% | 29 |
|
|
2015
Q2 | $6.89M | Buy |
82,810
+7,888
| +11% | +$656K | 0.66% | 61 |
|
|
2015
Q1 | $6.37M | Buy |
74,922
+18,810
| +34% | +$1.6M | 0.64% | 58 |
|
|
2014
Q4 | $5.19M | Buy |
56,112
+18,855
| +51% | +$1.74M | 0.63% | 44 |
|
|
2014
Q3 | $3.5M | Buy |
37,257
+13,689
| +58% | +$1.29M | 0.51% | 65 |
|
|
2014
Q2 | $2.37M | Buy |
23,568
+5,405
| +30% | +$544K | 0.42% | 73 |
|
|
2014
Q1 | $1.77M | Buy |
18,163
+181
| +1% | +$17.7K | 0.24% | 72 |
|
|
2013
Q4 | $1.82M | Buy |
17,982
+2,323
| +15% | +$235K | 0.28% | 59 |
|
|
2013
Q3 | $1.35M | Buy |
+15,659
| New | +$1.35M | 0.35% | 48 |
|