Gerber Kawasaki Wealth & Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $820K | Buy |
7,604
+917
| +14% | +$98.9K | 0.03% | 158 |
|
2025
Q1 | $795K | Buy |
6,687
+699
| +12% | +$83.1K | 0.04% | 155 |
|
2024
Q4 | $644K | Buy |
5,988
+177
| +3% | +$19K | 0.03% | 165 |
|
2024
Q3 | $681K | Buy |
5,811
+168
| +3% | +$19.7K | 0.03% | 154 |
|
2024
Q2 | $650K | Buy |
5,643
+75
| +1% | +$8.64K | 0.03% | 149 |
|
2024
Q1 | $647K | Buy |
5,568
+701
| +14% | +$81.5K | 0.04% | 153 |
|
2023
Q4 | $487K | Buy |
4,867
+615
| +14% | +$61.5K | 0.03% | 163 |
|
2023
Q3 | $500K | Buy |
4,252
+1,503
| +55% | +$177K | 0.03% | 158 |
|
2023
Q2 | $295K | Sell |
2,749
-7
| -0.3% | -$751 | 0.02% | 199 |
|
2023
Q1 | $302K | Buy |
2,756
+115
| +4% | +$12.6K | 0.02% | 196 |
|
2022
Q4 | $291K | Sell |
2,641
-13
| -0.5% | -$1.43K | 0.03% | 199 |
|
2022
Q3 | $231K | Buy |
2,654
+173
| +7% | +$15.1K | 0.02% | 204 |
|
2022
Q2 | $212K | Sell |
2,481
-96
| -4% | -$8.2K | 0.02% | 221 |
|
2022
Q1 | $212K | Buy |
+2,577
| New | +$212K | 0.02% | 244 |
|
2021
Q4 | – | Sell |
-1,545
| Closed | -$90K | – | 1127 |
|
2021
Q3 | $90K | Buy |
+1,545
| New | +$90K | 0.01% | 253 |
|
2018
Q4 | – | Sell |
-3,501
| Closed | -$300K | – | 127 |
|
2018
Q3 | $300K | Sell |
3,501
-175
| -5% | -$15K | 0.08% | 94 |
|
2018
Q2 | $300K | Sell |
3,676
-125
| -3% | -$10.2K | 0.09% | 81 |
|
2018
Q1 | $283K | Sell |
3,801
-250
| -6% | -$18.6K | 0.09% | 89 |
|
2017
Q4 | $338K | Buy |
4,051
+106
| +3% | +$8.84K | 0.12% | 80 |
|
2017
Q3 | $323K | Sell |
3,945
-80
| -2% | -$6.55K | 0.12% | 82 |
|
2017
Q2 | $322K | Sell |
4,025
-1,530
| -28% | -$122K | 0.12% | 89 |
|
2017
Q1 | $458K | Buy |
5,555
+380
| +7% | +$31.3K | 0.2% | 76 |
|
2016
Q4 | $467K | Buy |
5,175
+100
| +2% | +$9.02K | 0.25% | 66 |
|
2016
Q3 | $442K | Sell |
5,075
-563
| -10% | -$49K | 0.26% | 67 |
|
2016
Q2 | $528K | Sell |
5,638
-100
| -2% | -$9.37K | 0.33% | 53 |
|
2016
Q1 | $479K | Sell |
5,738
-631
| -10% | -$52.7K | 0.33% | 52 |
|
2015
Q4 | $496K | Buy |
+6,369
| New | +$496K | 0.34% | 53 |
|