Connecticut Wealth Management »

Exxon Mobil Corporation shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Exxon Mobil Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corporation held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exxon Mobil Corporation by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 16k 107.57
2024-09-30 $1.8M 16k 117.22
2024-06-30 $1.7M 15k 115.12
2024-03-31 $1.1M 9.7k 116.24
2023-12-31 $1.1M 11k 99.98
2023-09-30 $1.3M 11k 117.58
2023-06-30 $964k 9.0k 107.25
2023-03-31 $985k 9.0k 109.66
2022-12-31 $951k 8.6k 110.30
2022-09-30 $893k 10k 87.32
2022-06-30 $1.1M 13k 85.65
2022-03-31 $980k 12k 82.62
2021-12-31 $686k 11k 61.20
2021-09-30 $799k 14k 58.82
2021-06-30 $803k 13k 63.08
2021-03-31 $1.1M 20k 55.82
2020-12-31 $837k 20k 41.22
2020-09-30 $924k 27k 34.33
2020-06-30 $897k 20k 44.70
2020-03-31 $671k 18k 37.96
2019-12-31 $1.6M 23k 69.79
2019-09-30 $1.6M 23k 70.62
2019-06-30 $1.6M 20k 76.65
2019-03-31 $889k 11k 80.82
2018-12-31 $788k 12k 68.15
2018-09-30 $1.0M 12k 85.84
2018-06-30 $952k 12k 81.74
2018-03-31 $1.0M 14k 73.24
2017-12-31 $1.1M 12k 87.16
2017-09-30 $983k 12k 82.05
2017-06-30 $750k 9.4k 80.20
2017-03-31 $809k 9.8k 82.57
2016-12-31 $803k 9.2k 86.83
2016-09-30 $1.0M 12k 86.22

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth Management

Top funds holding Exxon Mobil Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Norges Bank Investment Management
T. Rowe Price Associates
Northern Trust
Bank of New York Mellon
Franklin Resources
Capital Research Global Investors
Dimensional Fund Advisors

View all funds holding Exxon Mobil Corporation