EWM
Empirical Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
101,971
+6,084
| +6% | +$656K | 0.25% | 81 |
|
|
2025
Q1 | $11.4M | Buy |
95,887
+21,664
| +29% | +$2.58M | 0.29% | 65 |
|
|
2024
Q4 | $7.98M | Buy |
74,223
+6,872
| +10% | +$739K | 0.22% | 88 |
|
|
2024
Q3 | $7.89M | Buy |
67,351
+5,888
| +10% | +$690K | 0.22% | 90 |
|
|
2024
Q2 | $7.08M | Buy |
61,463
+2,056
| +3% | +$237K | 0.21% | 90 |
|
|
2024
Q1 | $6.91M | Sell |
59,407
-65,498
| -52% | -$7.61M | 0.21% | 92 |
|
|
2023
Q4 | $12.5M | Buy |
124,905
+8,911
| +8% | +$891K | 0.41% | 47 |
|
|
2023
Q3 | $13.6M | Buy |
115,994
+15,274
| +15% | +$1.8M | 0.53% | 33 |
|
|
2023
Q2 | $10.8M | Buy |
100,720
+36,411
| +57% | +$3.91M | 0.43% | 46 |
|
|
2023
Q1 | $7.05M | Sell |
64,309
-814
| -1% | -$89.3K | 0.31% | 63 |
|
|
2022
Q4 | $7.18M | Buy |
65,123
+22,860
| +54% | +$2.52M | 0.34% | 58 |
|
|
2022
Q3 | $3.69M | Buy |
42,263
+8,615
| +26% | +$752K | 0.19% | 89 |
|
|
2022
Q2 | $2.88M | Buy |
33,648
+16,362
| +95% | +$1.4M | 0.15% | 101 |
|
|
2022
Q1 | $1.43M | Sell |
17,286
-478
| -3% | -$39.5K | 0.07% | 171 |
|
|
2021
Q4 | $1.09M | Buy |
17,764
+1,682
| +10% | +$103K | 0.05% | 203 |
|
|
2021
Q3 | $946K | Sell |
16,082
-4,008
| -20% | -$236K | 0.05% | 203 |
|
|
2021
Q2 | $1.27M | Buy |
20,090
+4,341
| +28% | +$274K | 0.08% | 160 |
|
|
2021
Q1 | $879K | Sell |
15,749
-11,079
| -41% | -$618K | 0.07% | 170 |
|
|
2020
Q4 | $1.11M | Sell |
26,828
-4,854
| -15% | -$200K | 0.08% | 141 |
|
|
2020
Q3 | $1.09M | Sell |
31,682
-1,652
| -5% | -$56.7K | 0.09% | 132 |
|
|
2020
Q2 | $1.49M | Sell |
33,334
-2,915
| -8% | -$130K | 0.14% | 103 |
|
|
2020
Q1 | $1.38M | Buy |
36,249
+3,373
| +10% | +$128K | 0.15% | 94 |
|
|
2019
Q4 | $2.29M | Buy |
32,876
+1,430
| +5% | +$99.8K | 0.25% | 61 |
|
|
2019
Q3 | $2.22M | Buy |
31,446
+887
| +3% | +$62.6K | 0.27% | 58 |
|
|
2019
Q2 | $2.34M | Buy |
30,559
+3,297
| +12% | +$253K | 0.31% | 50 |
|
|
2019
Q1 | $2.2M | Buy |
27,262
+1,785
| +7% | +$144K | 0.32% | 47 |
|
|
2018
Q4 | $1.74M | Sell |
25,477
-632
| -2% | -$43.1K | 0.3% | 49 |
|
|
2018
Q3 | $2.22M | Buy |
26,109
+1,646
| +7% | +$140K | 0.39% | 31 |
|
|
2018
Q2 | $2.02M | Buy |
24,463
+14,913
| +156% | +$1.23M | 0.38% | 31 |
|
|
2018
Q1 | $713K | Buy |
9,550
+625
| +7% | +$46.7K | 0.14% | 79 |
|
|
2017
Q4 | $746K | Buy |
8,925
+2,629
| +42% | +$220K | 0.16% | 67 |
|
|
2017
Q3 | $516K | Buy |
6,296
+368
| +6% | +$30.2K | 0.12% | 84 |
|
|
2017
Q2 | $479K | Buy |
5,928
+467
| +9% | +$37.7K | 0.12% | 84 |
|
|
2017
Q1 | $448K | Sell |
5,461
-571
| -9% | -$46.8K | 0.11% | 88 |
|
|
2016
Q4 | $544K | Sell |
6,032
-517
| -8% | -$46.6K | 0.13% | 75 |
|
|
2016
Q3 | $572K | Buy |
6,549
+909
| +16% | +$79.4K | 0.15% | 64 |
|
|
2016
Q2 | $529K | Sell |
5,640
-1,141
| -17% | -$107K | 0.14% | 65 |
|
|
2016
Q1 | $567K | Sell |
6,781
-1,639
| -19% | -$137K | 0.14% | 65 |
|
|
2015
Q4 | $656K | Buy |
8,420
+865
| +11% | +$67.4K | 0.16% | 64 |
|
|
2015
Q3 | $562K | Buy |
7,555
+1,392
| +23% | +$104K | 0.13% | 72 |
|
|
2015
Q2 | $513K | Buy |
6,163
+2,003
| +48% | +$167K | 0.12% | 73 |
|
|
2015
Q1 | $354K | Sell |
4,160
-90
| -2% | -$7.66K | 0.08% | 76 |
|
|
2014
Q4 | $393K | Buy |
4,250
+1,968
| +86% | +$182K | 0.1% | 73 |
|
|
2014
Q3 | $215K | Buy |
+2,282
| New | +$215K | 0.05% | 98 |
|