WPW
Waldron Private Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
29,227
-466
| -2% | -$50.2K | 0.14% | 73 |
|
|
2025
Q1 | $3.53M | Sell |
29,693
-21,417
| -42% | -$2.55M | 0.17% | 68 |
|
|
2024
Q4 | $5.5M | Buy |
51,110
+607
| +1% | +$65.3K | 0.22% | 60 |
|
|
2024
Q3 | $5.92M | Buy |
50,503
+609
| +1% | +$71.4K | 0.25% | 57 |
|
|
2024
Q2 | $5.74M | Buy |
49,894
+1,058
| +2% | +$122K | 0.26% | 54 |
|
|
2024
Q1 | $5.68M | Sell |
48,836
-6,963
| -12% | -$809K | 0.26% | 55 |
|
|
2023
Q4 | $5.58M | Buy |
55,799
+2,193
| +4% | +$219K | 0.27% | 51 |
|
|
2023
Q3 | $6.3M | Sell |
53,606
-659
| -1% | -$77.5K | 0.33% | 45 |
|
|
2023
Q2 | $5.82M | Sell |
54,265
-1,949
| -3% | -$209K | 0.29% | 48 |
|
|
2023
Q1 | $6.16M | Sell |
56,214
-30,219
| -35% | -$3.31M | 0.3% | 46 |
|
|
2022
Q4 | $7.55M | Hold |
86,433
| – | – | 0.47% | 40 |
|
|
2022
Q3 | $7.55M | Buy |
86,433
+2,015
| +2% | +$176K | 0.47% | 40 |
|
|
2022
Q2 | $7.23M | Buy |
84,418
+301
| +0.4% | +$25.8K | 0.41% | 46 |
|
|
2022
Q1 | $6.95M | Sell |
84,117
-1,975
| -2% | -$163K | 0.36% | 48 |
|
|
2021
Q4 | $5.27M | Sell |
86,092
-3,771
| -4% | -$231K | 0.26% | 61 |
|
|
2021
Q3 | $5.29M | Sell |
89,863
-153,599
| -63% | -$9.03M | 0.31% | 51 |
|
|
2021
Q2 | $15.4M | Buy |
243,462
+180,180
| +285% | +$11.4M | 0.98% | 22 |
|
|
2021
Q1 | $3.53M | Buy |
63,282
+9,439
| +18% | +$527K | 0.25% | 61 |
|
|
2020
Q4 | $2.22M | Sell |
53,843
-587
| -1% | -$24.2K | 0.17% | 74 |
|
|
2020
Q3 | $1.87M | Buy |
54,430
+22,910
| +73% | +$786K | 0.16% | 83 |
|
|
2020
Q2 | $1.41M | Buy |
31,520
+1,658
| +6% | +$74.1K | 0.12% | 92 |
|
|
2020
Q1 | $1.13M | Sell |
29,862
-2,715
| -8% | -$103K | 0.12% | 99 |
|
|
2019
Q4 | $2.27M | Sell |
32,577
-479
| -1% | -$33.4K | 0.2% | 66 |
|
|
2019
Q3 | $2.33M | Sell |
33,056
-5,359
| -14% | -$378K | 0.24% | 61 |
|
|
2019
Q2 | $2.94M | Buy |
38,415
+6,030
| +19% | +$462K | 0.31% | 39 |
|
|
2019
Q1 | $2.62M | Sell |
32,385
-206
| -0.6% | -$16.6K | 0.29% | 45 |
|
|
2018
Q4 | $2.22M | Buy |
32,591
+8,188
| +34% | +$558K | 0.32% | 42 |
|
|
2018
Q3 | $2.07M | Buy |
24,403
+5,492
| +29% | +$467K | 0.4% | 29 |
|
|
2018
Q2 | $1.56M | Sell |
18,911
-3
| -0% | -$248 | 0.34% | 32 |
|
|
2018
Q1 | $1.41M | Sell |
18,914
-176
| -0.9% | -$13.1K | 0.32% | 35 |
|
|
2017
Q4 | $1.6M | Sell |
19,090
-1,940
| -9% | -$162K | 0.38% | 32 |
|
|
2017
Q3 | $1.72M | Buy |
21,030
+5,938
| +39% | +$487K | 0.48% | 24 |
|
|
2017
Q2 | $1.22M | Sell |
15,092
-7,098
| -32% | -$573K | 0.39% | 29 |
|
|
2017
Q1 | $1.82M | Buy |
22,190
+4,435
| +25% | +$363K | 0.46% | 29 |
|
|
2016
Q4 | $1.6M | Sell |
17,755
-382
| -2% | -$34.5K | 0.55% | 20 |
|
|
2016
Q3 | $1.58M | Buy |
18,137
+386
| +2% | +$33.7K | 0.57% | 18 |
|
|
2016
Q2 | $1.66M | Buy |
17,751
+1,087
| +7% | +$102K | 0.61% | 18 |
|
|
2016
Q1 | $1.39M | Buy |
16,664
+4,442
| +36% | +$371K | 0.53% | 23 |
|
|
2015
Q4 | $952K | Buy |
12,222
+3,846
| +46% | +$300K | 0.35% | 31 |
|
|
2015
Q3 | $622K | Sell |
8,376
-742
| -8% | -$55.1K | 0.27% | 37 |
|
|
2015
Q2 | $758K | Buy |
9,118
+2,465
| +37% | +$205K | 0.3% | 28 |
|
|
2015
Q1 | $566K | Buy |
6,653
+387
| +6% | +$32.9K | 0.23% | 32 |
|
|
2014
Q4 | $579K | Sell |
6,266
-81
| -1% | -$7.49K | 0.24% | 39 |
|
|
2014
Q3 | $596K | Buy |
6,347
+51
| +0.8% | +$4.79K | 0.28% | 34 |
|
|
2014
Q2 | $634K | Buy |
6,296
+1,658
| +36% | +$167K | 0.29% | 33 |
|
|
2014
Q1 | $453K | Sell |
4,638
-352
| -7% | -$34.4K | 0.22% | 44 |
|
|
2013
Q4 | $505K | Buy |
+4,990
| New | +$505K | 0.23% | 38 |
|