EWM
Evermay Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
11,535
+470
| +4% | +$50.7K | 0.15% | 67 |
|
|
2025
Q1 | $1.32M | Sell |
11,065
-300
| -3% | -$35.7K | 0.17% | 62 |
|
|
2024
Q4 | $1.22M | Sell |
11,365
-332
| -3% | -$35.7K | 0.19% | 66 |
|
|
2024
Q3 | $1.37M | Sell |
11,697
-385
| -3% | -$45.1K | 0.22% | 62 |
|
|
2024
Q2 | $1.39M | Buy |
12,082
+395
| +3% | +$45.5K | 0.22% | 59 |
|
|
2024
Q1 | $1.36M | Buy |
11,687
+1,335
| +13% | +$155K | 0.21% | 62 |
|
|
2023
Q4 | $1.03M | Buy |
10,352
+125
| +1% | +$12.5K | 0.19% | 62 |
|
|
2023
Q3 | $1.2M | Buy |
10,227
+85
| +0.8% | +$9.99K | 0.25% | 46 |
|
|
2023
Q2 | $1.09M | Hold |
10,142
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $1.11M | Buy |
10,142
+300
| +3% | +$32.9K | 0.22% | 47 |
|
|
2022
Q4 | $1.09M | Hold |
9,842
| – | – | 0.22% | 52 |
|
|
2022
Q3 | $859K | Buy |
9,842
+204
| +2% | +$17.8K | 0.17% | 61 |
|
|
2022
Q2 | $825K | Buy |
9,638
+5,738
| +147% | +$491K | 0.16% | 61 |
|
|
2022
Q1 | $322K | Sell |
3,900
-8,072
| -67% | -$666K | 0.05% | 148 |
|
|
2021
Q4 | $733K | Sell |
11,972
-2,241
| -16% | -$137K | 0.13% | 62 |
|
|
2021
Q3 | $836K | Sell |
14,213
-4,702
| -25% | -$277K | 0.16% | 51 |
|
|
2021
Q2 | $1.19M | Buy |
18,915
+1,164
| +7% | +$73.4K | 0.22% | 47 |
|
|
2021
Q1 | $991K | Sell |
17,751
-306
| -2% | -$17.1K | 0.2% | 49 |
|
|
2020
Q4 | $744K | Sell |
18,057
-3,228
| -15% | -$133K | 0.16% | 62 |
|
|
2020
Q3 | $731K | Sell |
21,285
-201
| -0.9% | -$6.9K | 0.18% | 61 |
|
|
2020
Q2 | $961K | Buy |
21,486
+1,917
| +10% | +$85.7K | 0.25% | 42 |
|
|
2020
Q1 | $743K | Sell |
19,569
-2,815
| -13% | -$107K | 0.23% | 48 |
|
|
2019
Q4 | $1.56M | Sell |
22,384
-698
| -3% | -$48.7K | 0.38% | 33 |
|
|
2019
Q3 | $1.63M | Buy |
23,082
+661
| +3% | +$46.7K | 0.44% | 25 |
|
|
2019
Q2 | $1.72M | Sell |
22,421
-539
| -2% | -$41.3K | 0.48% | 25 |
|
|
2019
Q1 | $1.86M | Sell |
22,960
-114
| -0.5% | -$9.21K | 0.52% | 23 |
|
|
2018
Q4 | $1.57M | Buy |
23,074
+209
| +0.9% | +$14.2K | 0.51% | 25 |
|
|
2018
Q3 | $1.94M | Buy |
22,865
+735
| +3% | +$62.5K | 0.61% | 20 |
|
|
2018
Q2 | $1.83M | Sell |
22,130
-1,851
| -8% | -$153K | 0.61% | 22 |
|
|
2018
Q1 | $1.79M | Sell |
23,981
-4,314
| -15% | -$322K | 0.62% | 18 |
|
|
2017
Q4 | $2.37M | Buy |
28,295
+5,541
| +24% | +$464K | 0.87% | 14 |
|
|
2017
Q3 | $1.87M | Sell |
22,754
-1,062
| -4% | -$87K | 0.81% | 12 |
|
|
2017
Q2 | $1.92M | Sell |
23,816
-590
| -2% | -$47.6K | 0.85% | 14 |
|
|
2017
Q1 | $2M | Buy |
24,406
+375
| +2% | +$30.8K | 0.9% | 16 |
|
|
2016
Q4 | $2.17M | Sell |
24,031
-100
| -0.4% | -$9.03K | 1.06% | 12 |
|
|
2016
Q3 | $2.11M | Sell |
24,131
-92
| -0.4% | -$8.03K | 1.06% | 15 |
|
|
2016
Q2 | $2.27M | Hold |
24,223
| – | – | 1.19% | 13 |
|
|
2016
Q1 | $2.03M | Buy |
24,223
+1,164
| +5% | +$97.3K | 1.13% | 14 |
|
|
2015
Q4 | $1.8M | Buy |
23,059
+214
| +0.9% | +$16.7K | 1.06% | 14 |
|
|
2015
Q3 | $1.7M | Sell |
22,845
-384
| -2% | -$28.6K | 1.02% | 15 |
|
|
2015
Q2 | $1.93M | Sell |
23,229
-660
| -3% | -$54.9K | 1.15% | 15 |
|
|
2015
Q1 | $2.03M | Sell |
23,889
-1,400
| -6% | -$119K | 1.2% | 14 |
|
|
2014
Q4 | $2.34M | Sell |
25,289
-316
| -1% | -$29.2K | 1.52% | 11 |
|
|
2014
Q3 | $2.41M | Sell |
25,605
-1,025
| -4% | -$96.4K | 2.07% | 9 |
|
|
2014
Q2 | $2.68M | Buy |
26,630
+17,897
| +205% | +$1.8M | 2.32% | 9 |
|
|
2014
Q1 | $853K | Buy |
8,733
+30
| +0.3% | +$2.93K | 0.91% | 16 |
|
|
2013
Q4 | $881K | Buy |
+8,703
| New | +$881K | 1.22% | 12 |
|