LA
LVW Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
19,886
+1,393
| +8% | +$150K | 0.23% | 59 |
|
|
2025
Q1 | $2.2M | Sell |
18,493
-117
| -0.6% | -$13.9K | 0.26% | 51 |
|
|
2024
Q4 | $2M | Sell |
18,610
-503
| -3% | -$54.1K | 0.24% | 59 |
|
|
2024
Q3 | $2.24M | Buy |
19,113
+985
| +5% | +$115K | 0.29% | 56 |
|
|
2024
Q2 | $2.09M | Buy |
18,128
+848
| +5% | +$97.6K | 0.31% | 50 |
|
|
2024
Q1 | $2.01M | Sell |
17,280
-627
| -4% | -$72.9K | 0.34% | 49 |
|
|
2023
Q4 | $1.79M | Buy |
17,907
+2,597
| +17% | +$260K | 0.34% | 51 |
|
|
2023
Q3 | $1.8M | Sell |
15,310
-910
| -6% | -$107K | 0.37% | 55 |
|
|
2023
Q2 | $1.74M | Sell |
16,220
-71
| -0.4% | -$7.62K | 0.33% | 64 |
|
|
2023
Q1 | $1.79M | Buy |
16,291
+114
| +0.7% | +$12.5K | 0.35% | 64 |
|
|
2022
Q4 | $1.78M | Sell |
16,177
-5
| -0% | -$552 | 0.36% | 65 |
|
|
2022
Q3 | $1.41M | Buy |
16,182
+511
| +3% | +$44.6K | 0.32% | 64 |
|
|
2022
Q2 | $1.34M | Buy |
15,671
+2
| +0% | +$171 | 0.27% | 70 |
|
|
2022
Q1 | $1.29M | Buy |
15,669
+80
| +0.5% | +$6.61K | 0.22% | 73 |
|
|
2021
Q4 | $954K | Buy |
15,589
+179
| +1% | +$11K | 0.16% | 97 |
|
|
2021
Q3 | $906K | Sell |
15,410
-885
| -5% | -$52K | 0.16% | 103 |
|
|
2021
Q2 | $1.03M | Sell |
16,295
-1,646
| -9% | -$104K | 0.18% | 87 |
|
|
2021
Q1 | $1M | Sell |
17,941
-9,924
| -36% | -$554K | 0.19% | 86 |
|
|
2020
Q4 | $1.15M | Sell |
27,865
-58,944
| -68% | -$2.43M | 0.23% | 68 |
|
|
2020
Q3 | $2.98M | Buy |
86,809
+10,568
| +14% | +$363K | 0.66% | 44 |
|
|
2020
Q2 | $3.41M | Sell |
76,241
-27,033
| -26% | -$1.21M | 0.82% | 35 |
|
|
2020
Q1 | $3.92M | Buy |
103,274
+33,641
| +48% | +$1.28M | 1.04% | 21 |
|
|
2019
Q4 | $4.86M | Sell |
69,633
-1,729
| -2% | -$121K | 1.1% | 20 |
|
|
2019
Q3 | $5.04M | Buy |
71,362
+1,394
| +2% | +$98.4K | 1.25% | 18 |
|
|
2019
Q2 | $5.36M | Buy |
69,968
+1,454
| +2% | +$111K | 1.48% | 15 |
|
|
2019
Q1 | $5.54M | Buy |
68,514
+2,542
| +4% | +$205K | 1.48% | 13 |
|
|
2018
Q4 | $4.5M | Buy |
65,972
+18,217
| +38% | +$1.24M | 1.52% | 16 |
|
|
2018
Q3 | $4.06M | Buy |
47,755
+9,198
| +24% | +$782K | 1.14% | 20 |
|
|
2018
Q2 | $3.19M | Buy |
38,557
+3,536
| +10% | +$293K | 1.01% | 24 |
|
|
2018
Q1 | $2.61M | Sell |
35,021
-823
| -2% | -$61.4K | 0.81% | 29 |
|
|
2017
Q4 | $3M | Sell |
35,844
-736
| -2% | -$61.6K | 0.88% | 30 |
|
|
2017
Q3 | $3M | Sell |
36,580
-3,172
| -8% | -$260K | 1.19% | 23 |
|
|
2017
Q2 | $3.21M | Sell |
39,752
-2,581
| -6% | -$208K | 1.13% | 15 |
|
|
2017
Q1 | $3.47M | Sell |
42,333
-2,250
| -5% | -$185K | 1.24% | 13 |
|
|
2016
Q4 | $4.02M | Buy |
44,583
+1,428
| +3% | +$129K | 1.41% | 11 |
|
|
2016
Q3 | $3.77M | Buy |
43,155
+2,625
| +6% | +$229K | 1.23% | 10 |
|
|
2016
Q2 | $3.8M | Sell |
40,530
-7,081
| -15% | -$664K | 1.43% | 9 |
|
|
2016
Q1 | $3.98M | Sell |
47,611
-428
| -0.9% | -$35.8K | 1.27% | 13 |
|
|
2015
Q4 | $3.75M | Buy |
48,039
+103
| +0.2% | +$8.03K | 1.47% | 16 |
|
|
2015
Q3 | $3.56M | Buy |
47,936
+4,684
| +11% | +$348K | 1.64% | 11 |
|
|
2015
Q2 | $3.6M | Sell |
43,252
-668
| -2% | -$55.6K | 1.53% | 12 |
|
|
2015
Q1 | $3.73M | Buy |
43,920
+2,591
| +6% | +$220K | 1.78% | 9 |
|
|
2014
Q4 | $3.82M | Buy |
+41,329
| New | +$3.82M | 2.11% | 9 |
|