Glassman Wealth Services’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53,552
| Closed | -$5.35M | – | 1864 |
|
|
2023
Q4 | $5.35M | Sell |
53,552
-1,974
| -4% | -$207K | 0.76% | 18 |
|
|
2023
Q3 | $6.53M | Buy |
55,526
+6,278
| +13% | +$689K | 1.05% | 14 |
|
|
2023
Q2 | $5.28M | Buy |
49,248
+145
| +0.3% | +$15.8K | 0.85% | 16 |
|
|
2023
Q1 | $5.38M | Sell |
49,103
-8,994
| -15% | -$995K | 0.94% | 15 |
|
|
2022
Q4 | $6.41M | Sell |
58,097
-6,829
| -11% | -$732K | 1.18% | 13 |
|
|
2022
Q3 | $5.67M | Sell |
64,926
-7,734
| -11% | -$706K | 1.2% | 13 |
|
|
2022
Q2 | $6.22M | Sell |
72,660
-1,762
| -2% | -$159K | 1.28% | 13 |
|
|
2022
Q1 | $6.15M | Buy |
74,422
+3,217
| +5% | +$250K | 1.12% | 13 |
|
|
2021
Q4 | $4.36M | Buy |
71,205
+997
| +1% | +$62.3K | 0.8% | 15 |
|
|
2021
Q3 | $4.13M | Sell |
70,208
-3,630
| -5% | -$207K | 0.87% | 15 |
|
|
2021
Q2 | $4.66M | Sell |
73,838
-5,842
| -7% | -$349K | 0.97% | 15 |
|
|
2021
Q1 | $4.45M | Buy |
79,680
+25,689
| +48% | +$1.35M | 0.95% | 15 |
|
|
2020
Q4 | $2.23M | Sell |
53,991
-891
| -2% | -$33.4K | 0.51% | 21 |
|
|
2020
Q3 | $1.88M | Sell |
54,882
-5,331
| -9% | -$218K | 0.52% | 19 |
|
|
2020
Q2 | $2.69M | Buy |
60,213
+3,911
| +7% | +$175K | 0.84% | 15 |
|
|
2020
Q1 | $2.14M | Sell |
56,302
-2,075
| -4% | -$115K | 0.82% | 15 |
|
|
2019
Q4 | $4.07M | Sell |
58,377
-10,819
| -16% | -$748K | 1.54% | 13 |
|
|
2019
Q3 | $4.89M | Sell |
69,196
-167
| -0.2% | -$12.1K | 1.97% | 11 |
|
|
2019
Q2 | $5.32M | Sell |
69,363
-4,390
| -6% | -$340K | 2.15% | 11 |
|
|
2019
Q1 | $5.96M | Buy |
73,753
+22,559
| +44% | +$1.72M | 2.59% | 9 |
|
|
2018
Q4 | $3.49M | Buy |
51,194
+8
| +0% | +$628 | 1.88% | 9 |
|
|
2018
Q3 | $4.35M | Sell |
51,186
-500
| -1% | -$40.9K | 2% | 9 |
|
|
2018
Q2 | $4.28M | Buy |
51,686
+1,855
| +4% | +$148K | 2.13% | 7 |
|
|
2018
Q1 | $3.72M | Sell |
49,831
-1,739
| -3% | -$139K | 2.3% | 8 |
|
|
2017
Q4 | $4.31M | Sell |
51,570
-7,097
| -12% | -$587K | 2.62% | 7 |
|
|
2017
Q3 | $4.81M | Sell |
58,667
-357
| -0.6% | -$28.3K | 3.13% | 5 |
|
|
2017
Q2 | $4.76M | Sell |
59,024
-459
| -0.8% | -$37.6K | 3.14% | 5 |
|
|
2017
Q1 | $4.88M | Sell |
59,483
-188
| -0.3% | -$15.7K | 3.37% | 4 |
|
|
2016
Q4 | $5.39M | Buy |
59,671
+32,600
| +120% | +$2.85M | 3.81% | 4 |
|
|
2016
Q3 | $2.36M | Sell |
27,071
-4,051
| -13% | -$359K | 1.97% | 5 |
|
|
2016
Q2 | $2.92M | Buy |
31,122
+1,774
| +6% | +$157K | 2.5% | 4 |
|
|
2016
Q1 | $2.45M | Sell |
29,348
-587
| -2% | -$47K | 2.23% | 5 |
|
|
2015
Q4 | $2.33M | Buy |
29,935
+8,770
| +41% | +$701K | 2.11% | 6 |
|
|
2015
Q3 | $1.57M | Sell |
21,165
-6,054
| -22% | -$466K | 1.42% | 9 |
|
|
2015
Q2 | $2.27M | Buy |
27,219
+3
| +0% | +$258 | 1.83% | 7 |
|
|
2015
Q1 | $2.31M | Sell |
27,216
-187
| -0.7% | -$16.6K | 1.86% | 6 |
|
|
2014
Q4 | $2.53M | Buy |
+27,403
| New | +$2.56M | 1.84% | 7 |
|
Other funds holding XOM
Glassman Wealth Services's XOM Position: Q1 2024 in Review
Glassman Wealth Services sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 53,552 shares — an estimated $5.35M sold.
Glassman Wealth Services first reported a position in XOM in Q4 2014 and held it in 37 quarters. The position peaked at $6.53M in Q3 2023. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.
- Glassman Wealth Services reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 53,552 ExxonMobil shares in Q1 2024, an estimated $5.35M.
- Glassman Wealth Services first reported a position in ExxonMobil in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's ExxonMobil position peaked at $6.53M in Q3 2023.
- 3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.