EWM
Evercore Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Sell |
84,629
-685
| -0.8% | -$73.8K | 0.14% | 75 |
|
|
2025
Q1 | $10.1M | Sell |
85,314
-2,280
| -3% | -$271K | 0.16% | 67 |
|
|
2024
Q4 | $9.42M | Sell |
87,594
-1,095
| -1% | -$118K | 0.14% | 75 |
|
|
2024
Q3 | $10.4M | Sell |
88,689
-1,859
| -2% | -$218K | 0.16% | 69 |
|
|
2024
Q2 | $10.4M | Sell |
90,548
-53
| -0.1% | -$6.1K | 0.16% | 66 |
|
|
2024
Q1 | $10.5M | Sell |
90,601
-26
| -0% | -$3.02K | 0.17% | 66 |
|
|
2023
Q4 | $9.06M | Sell |
90,627
-3,207
| -3% | -$321K | 0.15% | 71 |
|
|
2023
Q3 | $11M | Buy |
93,834
+2,889
| +3% | +$340K | 0.21% | 61 |
|
|
2023
Q2 | $9.75M | Sell |
90,945
-362
| -0.4% | -$38.8K | 0.18% | 63 |
|
|
2023
Q1 | $10M | Buy |
91,307
+731
| +0.8% | +$80.2K | 0.2% | 63 |
|
|
2022
Q4 | $9.99M | Buy |
90,576
+1,908
| +2% | +$210K | 0.21% | 62 |
|
|
2022
Q3 | $7.74M | Buy |
88,668
+608
| +0.7% | +$53.1K | 0.17% | 66 |
|
|
2022
Q2 | $7.54M | Sell |
88,060
-7,089
| -7% | -$607K | 0.16% | 69 |
|
|
2022
Q1 | $7.86M | Sell |
95,149
-2,939
| -3% | -$243K | 0.14% | 76 |
|
|
2021
Q4 | $6M | Sell |
98,088
-9,374
| -9% | -$574K | 0.1% | 97 |
|
|
2021
Q3 | $6.32M | Buy |
107,462
+1,832
| +2% | +$108K | 0.11% | 88 |
|
|
2021
Q2 | $6.66M | Sell |
105,630
-4,776
| -4% | -$301K | 0.12% | 90 |
|
|
2021
Q1 | $6.16M | Sell |
110,406
-6,831
| -6% | -$381K | 0.12% | 92 |
|
|
2020
Q4 | $4.83M | Sell |
117,237
-10,651
| -8% | -$439K | 0.1% | 100 |
|
|
2020
Q3 | $4.39M | Sell |
127,888
-7,695
| -6% | -$264K | 0.11% | 95 |
|
|
2020
Q2 | $6.06M | Sell |
135,583
-17,705
| -12% | -$792K | 0.16% | 78 |
|
|
2020
Q1 | $5.82M | Sell |
153,288
-41,395
| -21% | -$1.57M | 0.19% | 68 |
|
|
2019
Q4 | $13.6M | Sell |
194,683
-20,783
| -10% | -$1.45M | 0.37% | 51 |
|
|
2019
Q3 | $15.2M | Sell |
215,466
-5,492
| -2% | -$388K | 0.45% | 50 |
|
|
2019
Q2 | $16.9M | Buy |
220,958
+1,565
| +0.7% | +$120K | 0.51% | 46 |
|
|
2019
Q1 | $17.7M | Sell |
219,393
-5,913
| -3% | -$478K | 0.57% | 44 |
|
|
2018
Q4 | $15.4M | Sell |
225,306
-12,285
| -5% | -$838K | 0.58% | 45 |
|
|
2018
Q3 | $20.2M | Sell |
237,591
-14,600
| -6% | -$1.24M | 0.65% | 45 |
|
|
2018
Q2 | $20.9M | Buy |
252,191
+42,152
| +20% | +$3.49M | 0.71% | 44 |
|
|
2018
Q1 | $15.7M | Sell |
210,039
-10,223
| -5% | -$763K | 0.6% | 46 |
|
|
2017
Q4 | $18.4M | Sell |
220,262
-5,646
| -2% | -$472K | 0.69% | 43 |
|
|
2017
Q3 | $18.5M | Sell |
225,908
-8,741
| -4% | -$717K | 0.72% | 43 |
|
|
2017
Q2 | $18.9M | Sell |
234,649
-17,606
| -7% | -$1.42M | 0.73% | 42 |
|
|
2017
Q1 | $20.7M | Sell |
252,255
-2,932
| -1% | -$240K | 0.81% | 41 |
|
|
2016
Q4 | $23M | Sell |
255,187
-660
| -0.3% | -$59.6K | 0.95% | 39 |
|
|
2016
Q3 | $22.3M | Buy |
255,847
+8,137
| +3% | +$710K | 0.92% | 39 |
|
|
2016
Q2 | $23.2M | Sell |
247,710
-19,660
| -7% | -$1.84M | 1.02% | 36 |
|
|
2016
Q1 | $22.3M | Buy |
267,370
+1,981
| +0.7% | +$166K | 0.99% | 37 |
|
|
2015
Q4 | $20.7M | Sell |
265,389
-25,741
| -9% | -$2.01M | 0.96% | 38 |
|
|
2015
Q3 | $21.6M | Sell |
291,130
-15,854
| -5% | -$1.18M | 1.03% | 35 |
|
|
2015
Q2 | $25.5M | Sell |
306,984
-2,661
| -0.9% | -$221K | 1.15% | 33 |
|
|
2015
Q1 | $26.3M | Sell |
309,645
-6,731
| -2% | -$573K | 1.21% | 30 |
|
|
2014
Q4 | $29.2M | Sell |
316,376
-18,597
| -6% | -$1.72M | 1.46% | 23 |
|
|
2014
Q3 | $31.5M | Sell |
334,973
-5,216
| -2% | -$491K | 1.58% | 12 |
|
|
2014
Q2 | $34.2M | Sell |
340,189
-2,530
| -0.7% | -$255K | 1.77% | 5 |
|
|
2014
Q1 | $33.5M | Sell |
342,719
-29,453
| -8% | -$2.88M | 1.88% | 5 |
|
|
2013
Q4 | $37.6M | Buy |
372,172
+10,940
| +3% | +$1.11M | 2.07% | 5 |
|
|
2013
Q3 | $31.1M | Sell |
361,232
-113,682
| -24% | -$9.78M | 1.78% | 5 |
|
|
2013
Q2 | $42.9M | Buy |
+474,914
| New | +$42.9M | 2.43% | 2 |
|