Wealthspire Advisors (New York)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
139,153
-3,889
| -3% | -$419K | 0.08% | 93 |
|
|
2025
Q1 | $17M | Buy |
143,042
+4,778
| +3% | +$568K | 0.1% | 85 |
|
|
2024
Q4 | $14.9M | Buy |
138,264
+8,874
| +7% | +$955K | 0.15% | 74 |
|
|
2024
Q3 | $15.2M | Buy |
129,390
+4,628
| +4% | +$542K | 0.15% | 75 |
|
|
2024
Q2 | $14.4M | Buy |
124,762
+2,077
| +2% | +$239K | 0.18% | 60 |
|
|
2024
Q1 | $14.3M | Sell |
122,685
-66
| -0.1% | -$7.67K | 0.19% | 56 |
|
|
2023
Q4 | $12.3M | Buy |
122,751
+28,975
| +31% | +$2.9M | 0.17% | 60 |
|
|
2023
Q3 | $11M | Buy |
93,776
+19,739
| +27% | +$2.32M | 0.18% | 58 |
|
|
2023
Q2 | $7.94M | Sell |
74,037
-1,849
| -2% | -$198K | 0.13% | 78 |
|
|
2023
Q1 | $8.32M | Sell |
75,886
-9,025
| -11% | -$990K | 0.14% | 77 |
|
|
2022
Q4 | $9.37M | Buy |
84,911
+12,407
| +17% | +$1.37M | 0.17% | 72 |
|
|
2022
Q3 | $6.33M | Buy |
72,504
+11,847
| +20% | +$1.03M | 0.13% | 82 |
|
|
2022
Q2 | $5.2M | Buy |
60,657
+14,053
| +30% | +$1.2M | 0.11% | 86 |
|
|
2022
Q1 | $3.85M | Sell |
46,604
-8,651
| -16% | -$714K | 0.09% | 91 |
|
|
2021
Q4 | $3.38M | Sell |
55,255
-35,649
| -39% | -$2.18M | 0.07% | 101 |
|
|
2021
Q3 | $5.35M | Buy |
90,904
+58,989
| +185% | +$3.47M | 0.11% | 92 |
|
|
2021
Q2 | $2.01M | Sell |
31,915
-43,917
| -58% | -$2.77M | 0.05% | 111 |
|
|
2021
Q1 | $4.23M | Buy |
75,832
+28,162
| +59% | +$1.57M | 0.1% | 99 |
|
|
2020
Q4 | $1.97M | Buy |
47,670
+31,010
| +186% | +$1.28M | 0.06% | 139 |
|
|
2020
Q3 | $572K | Sell |
16,660
-6,257
| -27% | -$215K | 0.03% | 165 |
|
|
2020
Q2 | $1.03M | Sell |
22,917
-58,930
| -72% | -$2.64M | 0.07% | 105 |
|
|
2020
Q1 | $3.11M | Buy |
81,847
+65,453
| +399% | +$2.49M | 0.13% | 87 |
|
|
2019
Q4 | $1.14M | Buy |
16,394
+4,382
| +36% | +$306K | 0.08% | 56 |
|
|
2019
Q3 | $848K | Buy |
12,012
+6,361
| +113% | +$449K | 0.07% | 55 |
|
|
2019
Q2 | $433K | Buy |
+5,651
| New | +$433K | 0.04% | 52 |
|
|
2019
Q1 | – | Sell |
-2,864
| Closed | -$195K | – | 821 |
|
|
2018
Q4 | $195K | Buy |
+2,864
| New | +$195K | 0.02% | 68 |
|