SWM
Segment Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
209,223
+26,600
| +15% | +$2.87M | 1.43% | 14 |
|
|
2025
Q1 | $21.7M | Buy |
182,623
+2,361
| +1% | +$281K | 1.47% | 12 |
|
|
2024
Q4 | $19.4M | Sell |
180,262
-132
| -0.1% | -$14.2K | 1.32% | 16 |
|
|
2024
Q3 | $21.1M | Sell |
180,394
-385
| -0.2% | -$45.1K | 1.45% | 9 |
|
|
2024
Q2 | $20.8M | Buy |
180,779
+11,659
| +7% | +$1.34M | 1.54% | 11 |
|
|
2024
Q1 | $19.7M | Sell |
169,120
-5,657
| -3% | -$658K | 1.49% | 11 |
|
|
2023
Q4 | $17.5M | Buy |
174,777
+2,094
| +1% | +$209K | 1.54% | 11 |
|
|
2023
Q3 | $20.3M | Buy |
172,683
+103,344
| +149% | +$12.2M | 2.06% | 7 |
|
|
2023
Q2 | $7.44M | Buy |
69,339
+2,242
| +3% | +$240K | 0.76% | 54 |
|
|
2023
Q1 | $7.36M | Sell |
67,097
-989
| -1% | -$108K | 0.83% | 47 |
|
|
2022
Q4 | $7.51M | Buy |
68,086
+147
| +0.2% | +$16.2K | 0.87% | 45 |
|
|
2022
Q3 | $5.93M | Sell |
67,939
-79,442
| -54% | -$6.94M | 0.74% | 55 |
|
|
2022
Q2 | $12.6M | Buy |
147,381
+81,638
| +124% | +$6.99M | 1.6% | 9 |
|
|
2022
Q1 | $5.43M | Buy |
65,743
+15,908
| +32% | +$1.31M | 0.56% | 66 |
|
|
2021
Q4 | $3.05M | Sell |
49,835
-10,967
| -18% | -$671K | 0.32% | 76 |
|
|
2021
Q3 | $3.58M | Buy |
60,802
+103
| +0.2% | +$6.06K | 0.42% | 72 |
|
|
2021
Q2 | $3.83M | Buy |
60,699
+18,219
| +43% | +$1.15M | 0.45% | 69 |
|
|
2021
Q1 | $2.37M | Buy |
42,480
+8,953
| +27% | +$500K | 0.31% | 81 |
|
|
2020
Q4 | $1.38M | Sell |
33,527
-2,204
| -6% | -$90.9K | 0.2% | 92 |
|
|
2020
Q3 | $1.23M | Sell |
35,731
-8,655
| -19% | -$297K | 0.2% | 93 |
|
|
2020
Q2 | $1.99M | Buy |
44,386
+2,506
| +6% | +$112K | 0.37% | 76 |
|
|
2020
Q1 | $1.59M | Sell |
41,880
-3,021
| -7% | -$115K | 0.35% | 74 |
|
|
2019
Q4 | $3.13M | Sell |
44,901
-1,871
| -4% | -$131K | 0.53% | 67 |
|
|
2019
Q3 | $3.3M | Buy |
46,772
+14
| +0% | +$989 | 0.65% | 57 |
|
|
2019
Q2 | $3.58M | Sell |
46,758
-2,809
| -6% | -$215K | 0.73% | 54 |
|
|
2019
Q1 | $4.01M | Buy |
49,567
+2,200
| +5% | +$178K | 0.85% | 49 |
|
|
2018
Q4 | $3.23M | Sell |
47,367
-234
| -0.5% | -$16K | 0.81% | 50 |
|
|
2018
Q3 | $4.05M | Sell |
47,601
-1,167
| -2% | -$99.2K | 0.88% | 42 |
|
|
2018
Q2 | $4.03M | Sell |
48,768
-7,603
| -13% | -$629K | 0.95% | 38 |
|
|
2018
Q1 | $4.21M | Sell |
56,371
-24,060
| -30% | -$1.8M | 1.05% | 33 |
|
|
2017
Q4 | $6.73M | Sell |
80,431
-8,422
| -9% | -$704K | 1.63% | 9 |
|
|
2017
Q3 | $7.28M | Sell |
88,853
-1,840
| -2% | -$151K | 1.93% | 7 |
|
|
2017
Q2 | $7.32M | Sell |
90,693
-16,767
| -16% | -$1.35M | 2.02% | 8 |
|
|
2017
Q1 | $8.81M | Sell |
107,460
-11,171
| -9% | -$916K | 2.87% | 3 |
|
|
2016
Q4 | $10.7M | Sell |
118,631
-5,567
| -4% | -$502K | 3.93% | 2 |
|
|
2016
Q3 | $10.8M | Sell |
124,198
-1,277
| -1% | -$111K | 4.27% | 2 |
|
|
2016
Q2 | $11.8M | Sell |
125,475
-339
| -0.3% | -$31.8K | 4.85% | 1 |
|
|
2016
Q1 | $10.5M | Sell |
125,814
-3,422
| -3% | -$286K | 3.93% | 2 |
|
|
2015
Q4 | $10.1M | Sell |
129,236
-2,223
| -2% | -$173K | 3.82% | 2 |
|
|
2015
Q3 | $9.77M | Buy |
131,459
+2,095
| +2% | +$156K | 3.74% | 2 |
|
|
2015
Q2 | $10.8M | Buy |
129,364
+366
| +0.3% | +$30.5K | 3.74% | 2 |
|
|
2015
Q1 | $11M | Sell |
128,998
-1,008
| -0.8% | -$85.7K | 3.66% | 2 |
|
|
2014
Q4 | $12M | Sell |
130,006
-838
| -0.6% | -$77.5K | 4.61% | 2 |
|
|
2014
Q3 | $12.3M | Buy |
130,844
+2,665
| +2% | +$251K | 4.7% | 2 |
|
|
2014
Q2 | $12.9M | Buy |
128,179
+910
| +0.7% | +$91.6K | 5% | 2 |
|
|
2014
Q1 | $12.4M | Sell |
127,269
-654
| -0.5% | -$63.9K | 5.78% | 1 |
|
|
2013
Q4 | $12.9M | Sell |
127,923
-16,566
| -11% | -$1.68M | 6.39% | 1 |
|
|
2013
Q3 | $12.4M | Sell |
144,489
-618
| -0.4% | -$53.2K | 6.77% | 1 |
|
|
2013
Q2 | $13.1M | Buy |
+145,107
| New | +$13.1M | 7.84% | 1 |
|