DWM
Destination Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
13,909
+834
| +6% | +$89.9K | 0.04% | 124 |
|
|
2025
Q1 | $1.55M | Sell |
13,075
-547
| -4% | -$65.1K | 0.05% | 118 |
|
|
2024
Q4 | $1.47M | Buy |
13,622
+7,492
| +122% | +$806K | 0.05% | 117 |
|
|
2024
Q3 | $719K | Buy |
6,130
+1,124
| +22% | +$132K | 0.02% | 134 |
|
|
2024
Q2 | $576K | Buy |
5,006
+25
| +0.5% | +$2.88K | 0.02% | 144 |
|
|
2024
Q1 | $579K | Sell |
4,981
-1,441
| -22% | -$168K | 0.02% | 145 |
|
|
2023
Q4 | $642K | Sell |
6,422
-21
| -0.3% | -$2.1K | 0.02% | 141 |
|
|
2023
Q3 | $758K | Sell |
6,443
-51
| -0.8% | -$6K | 0.03% | 128 |
|
|
2023
Q2 | $696K | Buy |
6,494
+1,612
| +33% | +$173K | 0.03% | 136 |
|
|
2023
Q1 | $535K | Buy |
4,882
+808
| +20% | +$88.6K | 0.02% | 142 |
|
|
2022
Q4 | $449K | Sell |
4,074
-1,495
| -27% | -$165K | 0.02% | 146 |
|
|
2022
Q3 | $486K | Buy |
5,569
+1,763
| +46% | +$154K | 0.02% | 136 |
|
|
2022
Q2 | $326K | Buy |
3,806
+59
| +2% | +$5.05K | 0.01% | 163 |
|
|
2022
Q1 | $309K | Buy |
+3,747
| New | +$309K | 0.01% | 162 |
|
|
2021
Q1 | – | Sell |
-7,902
| Closed | -$326K | – | 181 |
|
|
2020
Q4 | $326K | Sell |
7,902
-1,026
| -11% | -$42.3K | 0.01% | 138 |
|
|
2020
Q3 | $306K | Sell |
8,928
-4,557
| -34% | -$156K | 0.02% | 125 |
|
|
2020
Q2 | $603K | Sell |
13,485
-6,002
| -31% | -$268K | 0.03% | 108 |
|
|
2020
Q1 | $740K | Sell |
19,487
-279,724
| -93% | -$10.6M | 0.05% | 108 |
|
|
2019
Q4 | $20.9M | Sell |
299,211
-61,450
| -17% | -$4.29M | 1.06% | 29 |
|
|
2019
Q3 | $25.5M | Buy |
360,661
+12,875
| +4% | +$909K | 1.38% | 27 |
|
|
2019
Q2 | $26.7M | Sell |
347,786
-2,177
| -0.6% | -$167K | 1.47% | 26 |
|
|
2019
Q1 | $28.3M | Buy |
349,963
+31,058
| +10% | +$2.51M | 1.59% | 21 |
|
|
2018
Q4 | $21.7M | Sell |
318,905
-8,418
| -3% | -$574K | 1.31% | 27 |
|
|
2018
Q3 | $27.8M | Buy |
327,323
+14,573
| +5% | +$1.24M | 1.55% | 19 |
|
|
2018
Q2 | $25.9M | Sell |
312,750
-1,924
| -0.6% | -$159K | 1.55% | 19 |
|
|
2018
Q1 | $23.5M | Buy |
314,674
+19,067
| +6% | +$1.42M | 1.43% | 25 |
|
|
2017
Q4 | $24.7M | Buy |
295,607
+2,762
| +0.9% | +$231K | 1.5% | 23 |
|
|
2017
Q3 | $24M | Buy |
292,845
+8,527
| +3% | +$699K | 1.53% | 21 |
|
|
2017
Q2 | $23M | Buy |
284,318
+13,179
| +5% | +$1.06M | 1.53% | 20 |
|
|
2017
Q1 | $22.2M | Buy |
271,139
+19,865
| +8% | +$1.63M | 1.53% | 18 |
|
|
2016
Q4 | $22.7M | Buy |
251,274
+9,731
| +4% | +$878K | 1.67% | 15 |
|
|
2016
Q3 | $21.1M | Buy |
241,543
+11,932
| +5% | +$1.04M | 1.63% | 15 |
|
|
2016
Q2 | $21.5M | Buy |
229,611
+20,033
| +10% | +$1.88M | 1.77% | 14 |
|
|
2016
Q1 | $16.3M | Hold |
209,578
| – | – | 1.56% | 24 |
|
|
2015
Q4 | $16.3M | Sell |
209,578
-4,206
| -2% | -$328K | 1.56% | 24 |
|
|
2015
Q3 | $15.9M | Sell |
213,784
-50,997
| -19% | -$3.79M | 1.77% | 24 |
|
|
2015
Q2 | $22M | Buy |
264,781
+84,118
| +47% | +$7M | 1.46% | 27 |
|
|
2015
Q1 | $15.4M | Sell |
180,663
-962
| -0.5% | -$81.8K | 1.66% | 29 |
|
|
2014
Q4 | $16.8M | Sell |
181,625
-513
| -0.3% | -$47.4K | 1.7% | 25 |
|
|
2014
Q3 | $17.1M | Buy |
182,138
+1,247
| +0.7% | +$117K | 1.79% | 21 |
|
|
2014
Q2 | $18.2M | Buy |
180,891
+1,169
| +0.7% | +$118K | 1.88% | 19 |
|
|
2014
Q1 | $17.6M | Buy |
179,722
+3,689
| +2% | +$360K | 1.88% | 22 |
|
|
2013
Q4 | $17.8M | Buy |
176,033
+2,098
| +1% | +$212K | 1.87% | 21 |
|
|
2013
Q3 | $15M | Sell |
173,935
-2,327
| -1% | -$200K | 1.73% | 26 |
|
|
2013
Q2 | $15.9M | Buy |
+176,262
| New | +$15.9M | 1.95% | 20 |
|