SWM
Stockman Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
106,893
+3,583
| +3% | +$386K | 1.57% | 25 |
|
|
2025
Q1 | $12.3M | Buy |
103,310
+6,000
| +6% | +$714K | 1.82% | 17 |
|
|
2024
Q4 | $10.5M | Buy |
97,310
+2,742
| +3% | +$295K | 1.64% | 22 |
|
|
2024
Q3 | $11.1M | Buy |
94,568
+6,039
| +7% | +$708K | 1.72% | 20 |
|
|
2024
Q2 | $10.2M | Buy |
88,529
+2,232
| +3% | +$257K | 1.79% | 18 |
|
|
2024
Q1 | $10M | Buy |
86,297
+2,586
| +3% | +$301K | 1.77% | 19 |
|
|
2023
Q4 | $8.37M | Buy |
83,711
+2,241
| +3% | +$224K | 1.67% | 23 |
|
|
2023
Q3 | $9.58M | Sell |
81,470
-2,190
| -3% | -$258K | 2.11% | 14 |
|
|
2023
Q2 | $8.97M | Buy |
83,660
+379
| +0.5% | +$40.6K | 1.93% | 16 |
|
|
2023
Q1 | $9.13M | Sell |
83,281
-1,375
| -2% | -$151K | 2.04% | 14 |
|
|
2022
Q4 | $9.34M | Sell |
84,656
-6,811
| -7% | -$751K | 2.14% | 14 |
|
|
2022
Q3 | $7.99M | Sell |
91,467
-24,059
| -21% | -$2.1M | 2.16% | 14 |
|
|
2022
Q2 | $9.89M | Sell |
115,526
-3,044
| -3% | -$261K | 2.52% | 7 |
|
|
2022
Q1 | $9.79M | Sell |
118,570
-10,658
| -8% | -$880K | 2.03% | 12 |
|
|
2021
Q4 | $7.91M | Sell |
129,228
-1,419
| -1% | -$86.8K | 1.61% | 16 |
|
|
2021
Q3 | $7.69M | Buy |
130,647
+5,415
| +4% | +$319K | 1.71% | 12 |
|
|
2021
Q2 | $7.9M | Buy |
125,232
+5,592
| +5% | +$353K | 1.89% | 8 |
|
|
2021
Q1 | $6.68M | Sell |
119,640
-261
| -0.2% | -$14.6K | 1.86% | 13 |
|
|
2020
Q4 | $4.94M | Sell |
119,901
-260
| -0.2% | -$10.7K | 1.52% | 25 |
|
|
2020
Q3 | $4.13M | Buy |
120,161
+10,954
| +10% | +$376K | 1.5% | 24 |
|
|
2020
Q2 | $4.88M | Buy |
109,207
+446
| +0.4% | +$19.9K | 1.83% | 18 |
|
|
2020
Q1 | $4.13M | Buy |
108,761
+20,101
| +23% | +$763K | 1.83% | 17 |
|
|
2019
Q4 | $6.19M | Buy |
88,660
+5,332
| +6% | +$372K | 2.2% | 12 |
|
|
2019
Q3 | $5.88M | Buy |
83,328
+7,117
| +9% | +$503K | 2.26% | 9 |
|
|
2019
Q2 | $5.84M | Buy |
76,211
+1,259
| +2% | +$96.5K | 2.38% | 9 |
|
|
2019
Q1 | $6.06M | Sell |
74,952
-1,806
| -2% | -$146K | 2.65% | 4 |
|
|
2018
Q4 | $5.23M | Buy |
76,758
+471
| +0.6% | +$32.1K | 2.5% | 8 |
|
|
2018
Q3 | $6.49M | Buy |
76,287
+961
| +1% | +$81.7K | 2.8% | 3 |
|
|
2018
Q2 | $6.23M | Sell |
75,326
-1,388
| -2% | -$115K | 2.85% | 2 |
|
|
2018
Q1 | $5.72M | Buy |
76,714
+3,379
| +5% | +$252K | 2.62% | 5 |
|
|
2017
Q4 | $6.13M | Buy |
73,335
+129
| +0.2% | +$10.8K | 2.76% | 4 |
|
|
2017
Q3 | $6M | Buy |
73,206
+37,681
| +106% | +$3.09M | 2.87% | 1 |
|
|
2017
Q2 | $2.87M | Sell |
35,525
-28,016
| -44% | -$2.26M | 2.86% | 2 |
|
|
2017
Q1 | $5.21M | Buy |
63,541
+12,759
| +25% | +$1.05M | 2.96% | 2 |
|
|
2016
Q4 | $4.58M | Sell |
50,782
-1,222
| -2% | -$110K | 2.79% | 3 |
|
|
2016
Q3 | $4.54M | Buy |
52,004
+1,015
| +2% | +$88.6K | 2.81% | 6 |
|
|
2016
Q2 | $4.78M | Sell |
50,989
-1,867
| -4% | -$175K | 3.74% | 2 |
|
|
2016
Q1 | $4.42M | Sell |
52,856
-2,411
| -4% | -$202K | 3.51% | 3 |
|
|
2015
Q4 | $4.31M | Buy |
55,267
+1,263
| +2% | +$98.4K | 3.49% | 5 |
|
|
2015
Q3 | $4.02M | Buy |
54,004
+6,944
| +15% | +$516K | 3.46% | 3 |
|
|
2015
Q2 | $3.92M | Buy |
47,060
+155
| +0.3% | +$12.9K | 3.33% | 3 |
|
|
2015
Q1 | $3.99M | Buy |
46,905
+5,076
| +12% | +$431K | 3.41% | 3 |
|
|
2014
Q4 | $3.87M | Buy |
+41,829
| New | +$3.87M | 3.31% | 6 |
|