Corient Private Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347M | Buy |
3,207,658
+104,722
| +3% | +$11.3M | 0.37% | 50 |
|
|
2025
Q1 | $369M | Sell |
3,102,936
-46,955
| -1% | -$5.58M | 0.6% | 31 |
|
|
2024
Q4 | $334M | Sell |
3,149,891
-248,987
| -7% | -$26.4M | 0.55% | 33 |
|
|
2024
Q3 | $398M | Buy |
3,398,878
+94,814
| +3% | +$11.1M | 0.62% | 29 |
|
|
2024
Q2 | $380M | Sell |
3,304,064
-42,934
| -1% | -$4.94M | 0.66% | 31 |
|
|
2024
Q1 | $389M | Sell |
3,346,998
-109,832
| -3% | -$12.8M | 0.69% | 30 |
|
|
2023
Q4 | $346M | Buy |
3,456,830
+281,052
| +9% | +$28.1M | 0.64% | 32 |
|
|
2023
Q3 | $373M | Buy |
3,175,778
+129,798
| +4% | +$15.3M | 0.86% | 22 |
|
|
2023
Q2 | $327M | Buy |
3,045,980
+284,320
| +10% | +$30.5M | 0.75% | 24 |
|
|
2023
Q1 | $303M | Buy |
2,761,660
+863,499
| +45% | +$94.7M | 0.81% | 23 |
|
|
2022
Q4 | $209M | Buy |
+1,898,161
| New | +$209M | 0.76% | 27 |
|