Exxon Mobil Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Exxon Mobil Corporation
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All positions including Exxon Mobil Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Exxon Mobil Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 16k | 116.24 |
| 2023-09-30 | $1.5M | 13k | 117.59 |
| 2023-06-30 | $1.5M | 14k | 107.26 |
| 2023-03-31 | $1.4M | 13k | 109.66 |
| 2022-12-31 | $1.5M | 14k | 110.30 |
| 2022-09-30 | $1.1M | 13k | 87.28 |
| 2022-06-30 | $1.2M | 15k | 85.63 |
| 2022-03-31 | $1.0M | 12k | 82.60 |
| 2021-12-31 | $742k | 12k | 61.17 |
| 2021-09-30 | $464k | 7.9k | 58.73 |
| 2021-06-30 | $640k | 10k | 63.11 |
| 2021-03-31 | $570k | 10k | 55.86 |
| 2020-12-31 | $454k | 11k | 41.18 |
| 2020-09-30 | $403k | 12k | 34.29 |
| 2020-06-30 | $573k | 13k | 44.74 |
| 2020-03-31 | $452k | 12k | 37.95 |
| 2019-12-31 | $1.8M | 89k | 20.58 |
| 2019-09-30 | $834k | 12k | 70.54 |
| 2019-06-30 | $817k | 11k | 76.59 |
| 2019-03-31 | $843k | 10k | 80.79 |
| 2018-12-31 | $573k | 8.4k | 68.16 |
| 2018-09-30 | $738k | 8.7k | 84.99 |
| 2018-06-30 | $785k | 9.5k | 82.76 |
| 2018-03-31 | $736k | 9.9k | 74.65 |
| 2017-12-31 | $839k | 10k | 83.67 |
| 2017-09-30 | $813k | 9.9k | 81.96 |
| 2017-06-30 | $887k | 11k | 80.70 |
| 2017-03-31 | $888k | 11k | 82.02 |
| 2016-12-31 | $950k | 11k | 90.29 |
| 2016-09-30 | $722k | 8.3k | 87.31 |
| 2016-06-30 | $717k | 7.6k | 93.77 |
| 2016-03-31 | $582k | 7.0k | 83.61 |
| 2015-12-31 | $535k | 6.9k | 77.94 |
| 2015-09-30 | $531k | 7.1k | 74.33 |
| 2015-06-30 | $485k | 5.8k | 83.18 |
| 2015-03-31 | $491k | 5.8k | 85.01 |
| 2014-12-31 | $514k | 5.6k | 92.46 |
| 2014-09-30 | $643k | 6.8k | 94.02 |
| 2014-06-30 | $560k | 5.6k | 100.74 |
| 2014-03-31 | $541k | 5.5k | 97.72 |
| 2013-12-31 | $583k | 5.8k | 101.18 |
| 2013-09-30 | $550k | 6.4k | 86.07 |
| 2013-06-30 | $479k | 5.3k | 90.39 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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