Williams Jones Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Sell |
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|
2025
Q1 | $38.8M | Sell |
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|
2024
Q4 | $35.4M | Sell |
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|
2024
Q3 | $38.7M | Sell |
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|
2024
Q2 | $38.2M | Buy |
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|
2024
Q1 | $38.3M | Sell |
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|
2023
Q4 | $33.3M | Sell |
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|
2023
Q3 | $40.1M | Sell |
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|
2023
Q2 | $36.8M | Sell |
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|
2023
Q1 | $40.6M | Buy |
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|
2022
Q4 | $40.7M | Sell |
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|
2022
Q3 | $32.8M | Buy |
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|
2022
Q2 | $31.1M | Buy |
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|
2022
Q1 | $21.9M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $7.75M | Sell |
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|
2020
Q3 | $6.68M | Sell |
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|
2020
Q2 | $9.49M | Sell |
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|
2020
Q1 | $8.61M | Sell |
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|
2019
Q4 | $16.7M | Sell |
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|
2019
Q3 | $17.7M | Buy |
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