PWM
Perigon Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
115,805
-14,158
| -11% | -$1.53M | 0.29% | 71 |
|
|
2025
Q1 | $15.5M | Sell |
129,963
-5,771
| -4% | -$686K | 0.4% | 51 |
|
|
2024
Q4 | $15.1M | Sell |
135,734
-3,321
| -2% | -$370K | 0.37% | 55 |
|
|
2024
Q3 | $16.3M | Sell |
139,055
-964
| -0.7% | -$113K | 0.43% | 46 |
|
|
2024
Q2 | $16.1M | Buy |
140,019
+11,806
| +9% | +$1.36M | 0.47% | 43 |
|
|
2024
Q1 | $14.9M | Buy |
128,213
+12,859
| +11% | +$1.49M | 0.45% | 45 |
|
|
2023
Q4 | $11.5M | Sell |
115,354
-1,546
| -1% | -$155K | 0.38% | 56 |
|
|
2023
Q3 | $13.7M | Sell |
116,900
-4,013
| -3% | -$472K | 0.56% | 34 |
|
|
2023
Q2 | $13M | Buy |
120,913
+14,324
| +13% | +$1.54M | 0.51% | 44 |
|
|
2023
Q1 | $11.7M | Buy |
106,589
+2,351
| +2% | +$258K | 0.66% | 28 |
|
|
2022
Q4 | $11.5M | Buy |
104,238
+14,771
| +17% | +$1.63M | 0.71% | 24 |
|
|
2022
Q3 | $7.81M | Sell |
89,467
-1,838
| -2% | -$160K | 0.68% | 27 |
|
|
2022
Q2 | $7.82M | Buy |
91,305
+2,616
| +3% | +$224K | 0.65% | 28 |
|
|
2022
Q1 | $7.33M | Buy |
88,689
+6,576
| +8% | +$543K | 0.52% | 34 |
|
|
2021
Q4 | $5.03M | Buy |
82,113
+4,927
| +6% | +$302K | 0.36% | 58 |
|
|
2021
Q3 | $4.54M | Buy |
77,186
+684
| +0.9% | +$40.2K | 0.39% | 49 |
|
|
2021
Q2 | $4.83M | Buy |
76,502
+2,593
| +4% | +$164K | 0.43% | 45 |
|
|
2021
Q1 | $4.13M | Buy |
73,909
+31,504
| +74% | +$1.76M | 0.42% | 49 |
|
|
2020
Q4 | $1.75M | Buy |
42,405
+5,885
| +16% | +$243K | 0.2% | 89 |
|
|
2020
Q3 | $1.25M | Buy |
36,520
+1,063
| +3% | +$36.5K | 0.18% | 100 |
|
|
2020
Q2 | $1.59M | Buy |
35,457
+2,046
| +6% | +$91.5K | 0.25% | 75 |
|
|
2020
Q1 | $1.44M | Buy |
33,411
+1,247
| +4% | +$53.8K | 0.27% | 77 |
|
|
2019
Q4 | $2.28M | Buy |
32,164
+3,545
| +12% | +$251K | 0.47% | 46 |
|
|
2019
Q3 | $1.99M | Sell |
28,619
-9,014
| -24% | -$626K | 0.47% | 47 |
|
|
2019
Q2 | $2.88M | Sell |
37,633
-659
| -2% | -$50.5K | 0.68% | 39 |
|
|
2019
Q1 | $3.15M | Buy |
38,292
+45
| +0.1% | +$3.7K | 0.73% | 35 |
|
|
2018
Q4 | $2.74M | Sell |
38,247
-4,055
| -10% | -$291K | 0.7% | 38 |
|
|
2018
Q3 | $3.6M | Sell |
42,302
-515
| -1% | -$43.8K | 0.89% | 33 |
|
|
2018
Q2 | $3.54M | Buy |
42,817
+4,382
| +11% | +$362K | 1.06% | 26 |
|
|
2018
Q1 | $2.87M | Sell |
38,435
-471
| -1% | -$35.1K | 1.06% | 30 |
|
|
2017
Q4 | $3.25M | Sell |
38,906
-2,552
| -6% | -$213K | 1.21% | 24 |
|
|
2017
Q3 | $3.4M | Sell |
41,458
-24,307
| -37% | -$1.99M | 1.1% | 24 |
|
|
2017
Q2 | $5.31M | Sell |
65,765
-5,678
| -8% | -$458K | 1.15% | 19 |
|
|
2017
Q1 | $5.86M | Sell |
71,443
-70
| -0.1% | -$5.74K | 1.24% | 11 |
|
|
2016
Q4 | $5.95M | Buy |
71,513
+2,697
| +4% | +$224K | 1.3% | 12 |
|
|
2016
Q3 | $6.01M | Buy |
68,816
+647
| +0.9% | +$56.5K | 1.54% | 10 |
|
|
2016
Q2 | $6.39M | Buy |
68,169
+11,020
| +19% | +$1.03M | 1.7% | 10 |
|
|
2016
Q1 | $5.68M | Hold |
57,149
| – | – | 1.77% | 13 |
|
|
2015
Q4 | $4.46M | Buy |
57,149
+3,440
| +6% | +$268K | 1.23% | 17 |
|
|
2015
Q3 | $3.99M | Buy |
53,709
+12,245
| +30% | +$910K | 1.18% | 16 |
|
|
2015
Q2 | $3.45M | Sell |
41,464
-100
| -0.2% | -$8.32K | 0.91% | 21 |
|
|
2015
Q1 | $3.53M | Buy |
41,564
+15,889
| +62% | +$1.35M | 0.97% | 20 |
|
|
2014
Q4 | $2.37M | Buy |
25,675
+342
| +1% | +$31.6K | 0.71% | 39 |
|
|
2014
Q3 | $2.38M | Sell |
25,333
-18,356
| -42% | -$1.73M | 0.71% | 40 |
|
|
2014
Q2 | $4.4M | Buy |
43,689
+566
| +1% | +$57K | 1.25% | 19 |
|
|
2014
Q1 | $4.21M | Buy |
43,123
+426
| +1% | +$41.6K | 2.32% | 8 |
|
|
2013
Q4 | $4.32M | Buy |
+42,697
| New | +$4.32M | 2.39% | 7 |
|