VWM
Valley Wealth Managers’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
35,793
+1,414
| +4% | +$152K | 0.28% | 86 |
|
|
2025
Q1 | $4.09M | Sell |
34,379
-6,342
| -16% | -$754K | 0.31% | 71 |
|
|
2024
Q4 | $4.38M | Buy |
40,721
+5,699
| +16% | +$613K | 0.33% | 63 |
|
|
2024
Q3 | $4.11M | Sell |
35,022
-310
| -0.9% | -$36.3K | 0.3% | 77 |
|
|
2024
Q2 | $4.07M | Buy |
35,332
+34,432
| +3,826% | +$3.96M | 0.32% | 69 |
|
|
2024
Q1 | $105K | Hold |
900
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $90K | Hold |
900
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $106K | Hold |
900
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $96.5K | Hold |
900
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $98.7K | Hold |
900
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $99.3K | Sell |
900
-271
| -23% | -$29.9K | 0.01% | 191 |
|
|
2022
Q3 | $102K | Sell |
1,171
-544
| -32% | -$47.4K | 0.01% | 205 |
|
|
2022
Q2 | $147K | Sell |
1,715
-3,222
| -65% | -$276K | 0.01% | 206 |
|
|
2022
Q1 | $408K | Hold |
4,937
| – | – | 0.03% | 136 |
|
|
2021
Q4 | $303K | Sell |
4,937
-401
| -8% | -$24.6K | 0.02% | 168 |
|
|
2021
Q3 | $314K | Sell |
5,338
-400
| -7% | -$23.5K | 0.03% | 152 |
|
|
2021
Q2 | $362K | Buy |
5,738
+363
| +7% | +$22.9K | 0.03% | 146 |
|
|
2021
Q1 | $300K | Sell |
5,375
-1,100
| -17% | -$61.4K | 0.03% | 148 |
|
|
2020
Q4 | $267K | Sell |
6,475
-1,225
| -16% | -$50.5K | 0.03% | 143 |
|
|
2020
Q3 | $264K | Sell |
7,700
-37,896
| -83% | -$1.3M | 0.03% | 145 |
|
|
2020
Q2 | $2.04M | Sell |
45,596
-182,882
| -80% | -$8.18M | 0.23% | 87 |
|
|
2020
Q1 | $8.68M | Buy |
228,478
+4,547
| +2% | +$173K | 1.13% | 41 |
|
|
2019
Q4 | $15.6M | Buy |
223,931
+29
| +0% | +$2.02K | 1.56% | 34 |
|
|
2019
Q3 | $15.8M | Sell |
223,902
-13,948
| -6% | -$985K | 1.68% | 32 |
|
|
2019
Q2 | $18.2M | Buy |
237,850
+20,629
| +9% | +$1.58M | 1.93% | 24 |
|
|
2019
Q1 | $17.6M | Buy |
217,221
+26,502
| +14% | +$2.14M | 1.91% | 20 |
|
|
2018
Q4 | $13M | Sell |
190,719
-18,461
| -9% | -$1.26M | 1.7% | 30 |
|
|
2018
Q3 | $17.8M | Sell |
209,180
-2,312
| -1% | -$197K | 2.1% | 22 |
|
|
2018
Q2 | $17.5M | Sell |
211,492
-2,260
| -1% | -$187K | 2.14% | 20 |
|
|
2018
Q1 | $15.9M | Buy |
213,752
+14,125
| +7% | +$1.05M | 1.94% | 30 |
|
|
2017
Q4 | $16.7M | Buy |
199,627
+974
| +0.5% | +$81.5K | 2.01% | 31 |
|
|
2017
Q3 | $16.3M | Buy |
198,653
+3,716
| +2% | +$305K | 2.05% | 25 |
|
|
2017
Q2 | $15.7M | Buy |
194,937
+15,878
| +9% | +$1.28M | 2.11% | 20 |
|
|
2017
Q1 | $14.7M | Sell |
179,059
-800
| -0.4% | -$65.6K | 1.95% | 27 |
|
|
2016
Q4 | $16.2M | Buy |
179,859
+2,169
| +1% | +$196K | 2.32% | 7 |
|
|
2016
Q3 | $15.5M | Buy |
177,690
+8,936
| +5% | +$780K | 2.28% | 8 |
|
|
2016
Q2 | $15.8M | Buy |
168,754
+15,639
| +10% | +$1.47M | 2.41% | 7 |
|
|
2016
Q1 | $12.8M | Buy |
153,115
+8,564
| +6% | +$716K | 2.16% | 24 |
|
|
2015
Q4 | $11.3M | Sell |
144,551
-13,834
| -9% | -$1.08M | 2.02% | 28 |
|
|
2015
Q3 | $11.8M | Buy |
158,385
+23,138
| +17% | +$1.72M | 2.14% | 24 |
|
|
2015
Q2 | $11.3M | Buy |
135,247
+6,307
| +5% | +$525K | 1.96% | 34 |
|
|
2015
Q1 | $11M | Buy |
128,940
+7,266
| +6% | +$618K | 1.89% | 33 |
|
|
2014
Q4 | $11.2M | Buy |
121,674
+5,410
| +5% | +$500K | 2.01% | 28 |
|
|
2014
Q3 | $10.9M | Buy |
116,264
+4,359
| +4% | +$410K | 2.09% | 28 |
|
|
2014
Q2 | $11.3M | Sell |
111,905
-3,073
| -3% | -$309K | 2.14% | 22 |
|
|
2014
Q1 | $11.2M | Buy |
114,978
+5,484
| +5% | +$536K | 2.24% | 17 |
|
|
2013
Q4 | $11.1M | Sell |
109,494
-2,695
| -2% | -$273K | 2.28% | 19 |
|
|
2013
Q3 | $9.65M | Buy |
112,189
+3,005
| +3% | +$259K | 2.11% | 24 |
|
|
2013
Q2 | $9.87M | Buy |
+109,184
| New | +$9.87M | 2.24% | 15 |
|