SSWM
Sheets Smith Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Buy |
74,403
+486
| +0.7% | +$52.4K | 0.94% | 23 |
|
|
2025
Q1 | $8.79M | Sell |
73,917
-384
| -0.5% | -$45.7K | 1.09% | 19 |
|
|
2024
Q4 | $7.99M | Sell |
74,301
-4,469
| -6% | -$481K | 0.98% | 26 |
|
|
2024
Q3 | $9.23M | Sell |
78,770
-373
| -0.5% | -$43.7K | 1.13% | 22 |
|
|
2024
Q2 | $9.11M | Sell |
79,143
-4,766
| -6% | -$549K | 1.09% | 19 |
|
|
2024
Q1 | $9.75M | Sell |
83,909
-18,374
| -18% | -$2.14M | 1.09% | 20 |
|
|
2023
Q4 | $10.2M | Sell |
102,283
-9,410
| -8% | -$941K | 1.45% | 13 |
|
|
2023
Q3 | $13.1M | Sell |
111,693
-1,868
| -2% | -$220K | 2% | 9 |
|
|
2023
Q2 | $12.2M | Buy |
113,561
+1,288
| +1% | +$138K | 1.78% | 11 |
|
|
2023
Q1 | $12.3M | Sell |
112,273
-726
| -0.6% | -$79.6K | 1.88% | 10 |
|
|
2022
Q4 | $12.5M | Buy |
112,999
+51,381
| +83% | +$5.67M | 1.95% | 8 |
|
|
2022
Q3 | $5.38M | Buy |
61,618
+1,374
| +2% | +$120K | 0.9% | 30 |
|
|
2022
Q2 | $5.16M | Buy |
60,244
+10,096
| +20% | +$865K | 0.85% | 31 |
|
|
2022
Q1 | $4.14M | Sell |
50,148
-219
| -0.4% | -$18.1K | 0.57% | 47 |
|
|
2021
Q4 | $3.08M | Buy |
50,367
+108
| +0.2% | +$6.61K | 0.38% | 68 |
|
|
2021
Q3 | $2.96M | Buy |
50,259
+2,200
| +5% | +$129K | 0.4% | 61 |
|
|
2021
Q2 | $3.03M | Hold |
48,059
| – | – | 0.41% | 63 |
|
|
2021
Q1 | $2.68M | Buy |
48,059
+150
| +0.3% | +$8.37K | 0.39% | 70 |
|
|
2020
Q4 | $1.98M | Sell |
47,909
-4,700
| -9% | -$194K | 0.3% | 87 |
|
|
2020
Q3 | $1.81M | Sell |
52,609
-208
| -0.4% | -$7.14K | 0.31% | 78 |
|
|
2020
Q2 | $2.36M | Buy |
52,817
+7,663
| +17% | +$343K | 0.47% | 58 |
|
|
2020
Q1 | $1.72M | Buy |
45,154
+28,713
| +175% | +$1.09M | 0.36% | 73 |
|
|
2019
Q4 | $1.15M | Sell |
16,441
-2,181
| -12% | -$152K | 0.22% | 109 |
|
|
2019
Q3 | $1.32M | Buy |
18,622
+1,809
| +11% | +$128K | 0.27% | 97 |
|
|
2019
Q2 | $1.29M | Buy |
16,813
+511
| +3% | +$39.1K | 0.26% | 98 |
|
|
2019
Q1 | $1.32M | Buy |
16,302
+2,534
| +18% | +$205K | 0.29% | 95 |
|
|
2018
Q4 | $939K | Sell |
13,768
-1,844
| -12% | -$126K | 0.25% | 99 |
|
|
2018
Q3 | $1.33M | Buy |
15,612
+69
| +0.4% | +$5.87K | 0.27% | 95 |
|
|
2018
Q2 | $1.29M | Sell |
15,543
-98
| -0.6% | -$8.11K | 0.3% | 85 |
|
|
2018
Q1 | $1.17M | Sell |
15,641
-823
| -5% | -$61.4K | 0.28% | 99 |
|
|
2017
Q4 | $1.38M | Sell |
16,464
-442
| -3% | -$37K | 0.32% | 82 |
|
|
2017
Q3 | $1.39M | Sell |
16,906
-139
| -0.8% | -$11.4K | 0.35% | 76 |
|
|
2017
Q2 | $1.38M | Sell |
17,045
-310
| -2% | -$25K | 0.36% | 79 |
|
|
2017
Q1 | $1.42M | Buy |
17,355
+29
| +0.2% | +$2.38K | 0.38% | 79 |
|
|
2016
Q4 | $1.56M | Sell |
17,326
-1,416
| -8% | -$128K | 0.44% | 67 |
|
|
2016
Q3 | $1.64M | Sell |
18,742
-19,697
| -51% | -$1.72M | 0.46% | 63 |
|
|
2016
Q2 | $3.6M | Sell |
38,439
-1,336
| -3% | -$125K | 1.05% | 17 |
|
|
2016
Q1 | $3.33M | Buy |
39,775
+20,656
| +108% | +$1.73M | 1.02% | 21 |
|
|
2015
Q4 | $1.49M | Sell |
19,119
-1,438
| -7% | -$112K | 0.45% | 66 |
|
|
2015
Q3 | $1.53M | Buy |
20,557
+2,981
| +17% | +$222K | 0.52% | 58 |
|
|
2015
Q2 | $1.46M | Sell |
17,576
-1,867
| -10% | -$155K | 0.4% | 75 |
|
|
2015
Q1 | $1.65M | Buy |
19,443
+152
| +0.8% | +$12.9K | 0.46% | 64 |
|
|
2014
Q4 | $1.78M | Sell |
19,291
-766
| -4% | -$70.8K | 0.47% | 62 |
|
|
2014
Q3 | $1.89M | Sell |
20,057
-399
| -2% | -$37.5K | 0.51% | 54 |
|
|
2014
Q2 | $2.06M | Sell |
20,456
-100
| -0.5% | -$10.1K | 0.55% | 50 |
|
|
2014
Q1 | $2.01M | Sell |
20,556
-1,148
| -5% | -$112K | 0.56% | 51 |
|
|
2013
Q4 | $2.2M | Sell |
21,704
-100
| -0.5% | -$10.1K | 0.61% | 49 |
|
|
2013
Q3 | $1.88M | Sell |
21,804
-50
| -0.2% | -$4.3K | 0.61% | 47 |
|
|
2013
Q2 | $1.98M | Buy |
+21,854
| New | +$1.98M | 0.67% | 47 |
|