Williams Jones Wealth Management’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	$34.4M	Sell	319,105 -7,412	-2%	-$799K	0.41%	52
2025 Q1	$38.8M	Sell	326,517 -2,379	-0.7%	-$283K	0.5%	46
2024 Q4	$35.4M	Sell	328,896 -1,448	-0.4%	-$156K	0.43%	49
2024 Q3	$38.7M	Sell	330,344 -1,679	-0.5%	-$197K	0.45%	45
2024 Q2	$38.2M	Buy	332,023 +2,470	+0.7%	+$284K	0.47%	45
2024 Q1	$38.3M	Sell	329,553 -3,754	-1%	-$436K	0.49%	47
2023 Q4	$33.3M	Sell	333,307 -7,579	-2%	-$758K	0.47%	45
2023 Q3	$40.1M	Sell	340,886 -2,216	-0.6%	-$261K	0.62%	40
2023 Q2	$36.8M	Sell	343,102 -26,678	-7%	-$2.86M	0.55%	43
2023 Q1	$40.6M	Buy	369,780 +566	+0.2%	+$62.1K	0.64%	36
2022 Q4	$40.7M	Sell	369,214 -6,703	-2%	-$739K	0.68%	35
2022 Q3	$32.8M	Buy	375,917 +13,211	+4%	+$1.15M	0.57%	39
2022 Q2	$31.1M	Buy	362,706 +97,738	+37%	+$8.37M	0.5%	42
2022 Q1	$21.9M	Buy	264,968 +51,875	+24%	+$4.28M	0.3%	63
2021 Q4	$13M	Buy	213,093 +19,886	+10%	+$1.22M	0.16%	86
2021 Q3	$11.4M	Sell	193,207 -8,799	-4%	-$518K	0.16%	91
2021 Q2	$12.7M	Buy	202,006 +2,093	+1%	+$132K	0.18%	88
2021 Q1	$11.2M	Buy	199,913 +11,974	+6%	+$669K	0.17%	88
2020 Q4	$7.75M	Sell	187,939 -6,795	-3%	-$280K	0.13%	98
2020 Q3	$6.69M	Sell	194,734 -17,536	-8%	-$602K	0.12%	98
2020 Q2	$9.49M	Sell	212,270 -14,436	-6%	-$646K	0.19%	81
2020 Q1	$8.61M	Sell	226,706 -12,495	-5%	-$474K	0.22%	73
2019 Q4	$16.7M	Sell	239,201 -11,258	-4%	-$786K	0.32%	66
2019 Q3	$17.7M	Buy	+250,459	New	+$17.7M	0.36%	62