SW
SVB Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
108,634
-54,454
| -33% | -$5.87M | 0.63% | 36 |
|
|
2025
Q1 | $19.4M | Buy |
163,088
+8,036
| +5% | +$956K | 0.8% | 19 |
|
|
2024
Q4 | $16.7M | Buy |
+155,052
| New | +$16.7M | 0.31% | 48 |
|
|
2024
Q3 | – | Sell |
-101,241
| Closed | -$11.7M | – | 642 |
|
|
2024
Q2 | $11.7M | Sell |
101,241
-14,954
| -13% | -$1.72M | 0.29% | 82 |
|
|
2024
Q1 | $13.5M | Sell |
116,195
-11,686
| -9% | -$1.36M | 0.3% | 82 |
|
|
2023
Q4 | $12.8M | Buy |
127,881
+5,714
| +5% | +$571K | 0.31% | 84 |
|
|
2023
Q3 | $14.4M | Sell |
122,167
-14,352
| -11% | -$1.69M | 0.32% | 78 |
|
|
2023
Q2 | $14.6M | Sell |
136,519
-34,545
| -20% | -$3.7M | 0.26% | 88 |
|
|
2023
Q1 | $18.8M | Buy |
171,064
+423
| +0.2% | +$46.4K | 0.26% | 76 |
|
|
2022
Q4 | $18.8M | Sell |
170,641
-5,452
| -3% | -$601K | 0.25% | 79 |
|
|
2022
Q3 | $15.4M | Buy |
176,093
+12,513
| +8% | +$1.09M | 0.22% | 83 |
|
|
2022
Q2 | $14M | Buy |
163,580
+11,249
| +7% | +$963K | 0.22% | 84 |
|
|
2022
Q1 | $12.6M | Buy |
152,331
+3,417
| +2% | +$282K | 0.17% | 97 |
|
|
2021
Q4 | $9.11M | Sell |
148,914
-20,462
| -12% | -$1.25M | 0.15% | 111 |
|
|
2021
Q3 | $9.96M | Buy |
169,376
+12,803
| +8% | +$753K | 0.13% | 117 |
|
|
2021
Q2 | $9.88M | Sell |
156,573
-5,743
| -4% | -$362K | 0.13% | 117 |
|
|
2021
Q1 | $9.06M | Sell |
162,316
-6,941
| -4% | -$388K | 0.13% | 116 |
|
|
2020
Q4 | $6.98M | Sell |
169,257
-2,988
| -2% | -$123K | 0.1% | 134 |
|
|
2020
Q3 | $5.91M | Sell |
172,245
-9,736
| -5% | -$334K | 0.1% | 130 |
|
|
2020
Q2 | $8.14M | Buy |
181,981
+2,042
| +1% | +$91.3K | 0.15% | 104 |
|
|
2020
Q1 | $6.83M | Sell |
179,939
-14,650
| -8% | -$556K | 0.17% | 93 |
|
|
2019
Q4 | $13.6M | Sell |
194,589
-28,914
| -13% | -$2.02M | 0.25% | 73 |
|
|
2019
Q3 | $15.8M | Sell |
223,503
-5,560
| -2% | -$393K | 0.31% | 61 |
|
|
2019
Q2 | $17.6M | Sell |
229,063
-11,007
| -5% | -$843K | 0.59% | 51 |
|
|
2019
Q1 | $19.4M | Sell |
240,070
-8,356
| -3% | -$675K | 0.77% | 39 |
|
|
2018
Q4 | $16.9M | Sell |
248,426
-19,358
| -7% | -$1.32M | 0.72% | 41 |
|
|
2018
Q3 | $22.8M | Sell |
267,784
-4,750
| -2% | -$404K | 0.81% | 36 |
|
|
2018
Q2 | $22.5M | Sell |
272,534
-13,997
| -5% | -$1.16M | 0.86% | 36 |
|
|
2018
Q1 | $21.4M | Sell |
286,531
-28,789
| -9% | -$2.15M | 0.82% | 40 |
|
|
2017
Q4 | $26.4M | Sell |
315,320
-9,024
| -3% | -$755K | 0.99% | 28 |
|
|
2017
Q3 | $26.6M | Sell |
324,344
-21,671
| -6% | -$1.78M | 1.02% | 26 |
|
|
2017
Q2 | $27.9M | Sell |
346,015
-81,038
| -19% | -$6.54M | 1.1% | 21 |
|
|
2017
Q1 | $35M | Sell |
427,053
-24,329
| -5% | -$2M | 1.4% | 8 |
|
|
2016
Q4 | $40.7M | Sell |
451,382
-16,559
| -4% | -$1.49M | 1.69% | 5 |
|
|
2016
Q3 | $40.8M | Sell |
467,941
-4,988
| -1% | -$435K | 1.66% | 6 |
|
|
2016
Q2 | $44.3M | Sell |
472,929
-21,159
| -4% | -$1.98M | 1.81% | 5 |
|
|
2016
Q1 | $41.3M | Buy |
494,088
+57,919
| +13% | +$4.84M | 1.68% | 5 |
|
|
2015
Q4 | $34M | Sell |
436,169
-47,502
| -10% | -$3.7M | 1.34% | 12 |
|
|
2015
Q3 | $36M | Sell |
483,671
-40,630
| -8% | -$3.02M | 1.39% | 7 |
|
|
2015
Q2 | $43.6M | Sell |
524,301
-44,907
| -8% | -$3.74M | 1.44% | 6 |
|
|
2015
Q1 | $48.4M | Sell |
569,208
-5,568
| -1% | -$473K | 1.56% | 5 |
|
|
2014
Q4 | $53.1M | Buy |
+574,776
| New | +$53.1M | 1.72% | 5 |
|