JWA
JFS Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
34,041
-996
| -3% | -$107K | 0.23% | 68 |
|
|
2025
Q1 | $4.17M | Sell |
35,037
-853
| -2% | -$101K | 0.28% | 60 |
|
|
2024
Q4 | $3.86M | Sell |
35,890
-221
| -0.6% | -$23.8K | 0.26% | 61 |
|
|
2024
Q3 | $4.23M | Buy |
36,111
+7,245
| +25% | +$849K | 0.28% | 61 |
|
|
2024
Q2 | $3.32M | Sell |
28,866
-2,130
| -7% | -$245K | 0.26% | 57 |
|
|
2024
Q1 | $3.6M | Buy |
30,996
+299
| +1% | +$34.8K | 0.29% | 55 |
|
|
2023
Q4 | $3.07M | Sell |
30,697
-612
| -2% | -$61.2K | 0.26% | 58 |
|
|
2023
Q3 | $3.68M | Buy |
31,309
+111
| +0.4% | +$13.1K | 0.35% | 48 |
|
|
2023
Q2 | $3.35M | Sell |
31,198
-542
| -2% | -$58.1K | 0.3% | 53 |
|
|
2023
Q1 | $3.48M | Sell |
31,740
-253
| -0.8% | -$27.7K | 0.33% | 53 |
|
|
2022
Q4 | $3.53M | Buy |
31,993
+65
| +0.2% | +$7.17K | 0.35% | 51 |
|
|
2022
Q3 | $2.79M | Sell |
31,928
-2,690
| -8% | -$235K | 0.31% | 54 |
|
|
2022
Q2 | $2.97M | Buy |
34,618
+751
| +2% | +$64.3K | 0.31% | 56 |
|
|
2022
Q1 | $2.8M | Sell |
33,867
-1,997
| -6% | -$165K | 0.26% | 76 |
|
|
2021
Q4 | $2.2M | Buy |
35,864
+424
| +1% | +$26K | 0.21% | 81 |
|
|
2021
Q3 | $2.09M | Buy |
35,440
+719
| +2% | +$42.3K | 0.21% | 80 |
|
|
2021
Q2 | $2.19M | Buy |
34,721
+426
| +1% | +$26.9K | 0.33% | 51 |
|
|
2021
Q1 | $1.92M | Sell |
34,295
-10,468
| -23% | -$585K | 0.39% | 52 |
|
|
2020
Q4 | $1.85M | Buy |
44,763
+10,342
| +30% | +$426K | 0.39% | 55 |
|
|
2020
Q3 | $1.18M | Buy |
34,421
+1,782
| +5% | +$61.2K | 0.28% | 66 |
|
|
2020
Q2 | $1.46M | Sell |
32,639
-1,960
| -6% | -$87.7K | 0.38% | 55 |
|
|
2020
Q1 | $1.31M | Sell |
34,599
-3,088
| -8% | -$117K | 0.39% | 55 |
|
|
2019
Q4 | $2.63M | Sell |
37,687
-3,879
| -9% | -$271K | 0.65% | 38 |
|
|
2019
Q3 | $2.94M | Sell |
41,566
-510
| -1% | -$36K | 0.75% | 31 |
|
|
2019
Q2 | $3.22M | Sell |
42,076
-280
| -0.7% | -$21.5K | 0.82% | 28 |
|
|
2019
Q1 | $3.42M | Sell |
42,356
-467
| -1% | -$37.7K | 0.89% | 27 |
|
|
2018
Q4 | $2.92M | Sell |
42,823
-447
| -1% | -$30.5K | 0.78% | 29 |
|
|
2018
Q3 | $3.68M | Sell |
43,270
-749
| -2% | -$63.7K | 0.95% | 25 |
|
|
2018
Q2 | $3.64M | Sell |
44,019
-269
| -0.6% | -$22.3K | 0.96% | 26 |
|
|
2018
Q1 | $3.3M | Sell |
44,288
-5,143
| -10% | -$384K | 0.87% | 27 |
|
|
2017
Q4 | $4.13M | Sell |
49,431
-1,643
| -3% | -$137K | 1.01% | 27 |
|
|
2017
Q3 | $4.19M | Buy |
51,074
+1,205
| +2% | +$98.8K | 1.08% | 24 |
|
|
2017
Q2 | $4.03M | Sell |
49,869
-4,096
| -8% | -$331K | 1.11% | 24 |
|
|
2017
Q1 | $4.87M | Hold |
53,965
| – | – | 1.32% | 21 |
|
|
2016
Q4 | $4.87M | Sell |
53,965
-1,602
| -3% | -$145K | 1.32% | 21 |
|
|
2016
Q3 | $4.85M | Buy |
55,567
+1,048
| +2% | +$91.5K | 1.39% | 17 |
|
|
2016
Q2 | $5.11M | Buy |
54,519
+697
| +1% | +$65.3K | 1.41% | 15 |
|
|
2016
Q1 | $4.5M | Sell |
53,822
-2,558
| -5% | -$214K | 1.33% | 17 |
|
|
2015
Q4 | $4.39M | Buy |
56,380
+3,118
| +6% | +$243K | 1.27% | 19 |
|
|
2015
Q3 | $3.96M | Buy |
53,262
+15,650
| +42% | +$1.16M | 1.74% | 14 |
|
|
2015
Q2 | $3.13M | Sell |
37,612
-2,405
| -6% | -$200K | 1.61% | 19 |
|
|
2015
Q1 | $3.4M | Sell |
40,017
-74
| -0.2% | -$6.29K | 1.6% | 17 |
|
|
2014
Q4 | $3.71M | Buy |
40,091
+1,087
| +3% | +$100K | 0.59% | 16 |
|
|
2014
Q3 | $3.67M | Sell |
39,004
-2,261
| -5% | -$213K | 0.64% | 14 |
|
|
2014
Q2 | $4.16M | Sell |
41,265
-1,564
| -4% | -$157K | 0.76% | 13 |
|
|
2014
Q1 | $4.18M | Buy |
42,829
+793
| +2% | +$77.5K | 2.32% | 11 |
|
|
2013
Q4 | $4.25M | Sell |
42,036
-556
| -1% | -$56.3K | 1.85% | 14 |
|
|
2013
Q3 | $3.67M | Buy |
42,592
+2,117
| +5% | +$182K | 1.71% | 14 |
|
|
2013
Q2 | $3.66M | Buy |
+40,475
| New | +$3.66M | 1.84% | 12 |
|