Sheets Smith Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Buy |
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|
2025
Q1 | $8.79M | Sell |
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|
2024
Q4 | $7.99M | Sell |
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|
2024
Q3 | $9.23M | Sell |
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|
2024
Q2 | $9.11M | Sell |
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|
2024
Q1 | $9.75M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $12.2M | Buy |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $5.16M | Buy |
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|
2022
Q1 | $4.14M | Sell |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $3.03M | Hold |
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|
2021
Q1 | $2.68M | Buy |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $2.36M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $939K | Sell |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $1.29M | Sell |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.38M | Sell |
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|
2017
Q3 | $1.39M | Sell |
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|
2017
Q2 | $1.38M | Sell |
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|
2017
Q1 | $1.42M | Buy |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.64M | Sell |
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|
2016
Q2 | $3.6M | Sell |
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|
2016
Q1 | $3.33M | Buy |
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|
2015
Q4 | $1.49M | Sell |
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|
2015
Q3 | $1.53M | Buy |
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|
2015
Q2 | $1.46M | Sell |
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|
2015
Q1 | $1.65M | Buy |
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|
2014
Q4 | $1.78M | Sell |
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|
2014
Q3 | $1.89M | Sell |
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|
2014
Q2 | $2.06M | Sell |
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|
2014
Q1 | $2.01M | Sell |
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|
2013
Q4 | $2.2M | Sell |
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|
2013
Q3 | $1.88M | Sell |
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|
2013
Q2 | $1.98M | Buy |
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