Ownership history in Segment Wealth Management, LLC · 52 quarters on record
This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in EXXON MOBIL CORP COM (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 205,765 | -2,302 | -1.1% | 1.44% | $24.8M | $119.54 |
| 2025 Q3 | REDUCED | 208,067 | -1,156 | -0.6% | 1.41% | $23.5M | $111.03 |
| 2025 Q2 | ADDED | 209,223 | +26,600 | +14.6% | 1.43% | $22.6M | $105.18 |
| 2025 Q1 | ADDED | 182,623 | +2,361 | +1.3% | 1.47% | $21.7M | $114.98 |
| 2024 Q4 | REDUCED | 180,262 | -132 | -0.1% | 1.32% | $19.4M | $103.07 |
| 2024 Q3 | REDUCED | 180,394 | -385 | -0.2% | 1.45% | $21.1M | $111.41 |
| 2024 Q2 | ADDED | 180,779 | +11,659 | +6.9% | 1.54% | $20.8M | $108.54 |
| 2024 Q1 | REDUCED | 169,120 | -5,657 | -3.2% | 1.49% | $19.7M | $108.71 |
| 2023 Q4 | ADDED | 174,777 | +2,094 | +1.2% | 1.54% | $17.5M | $92.64 |
| 2023 Q3 | ADDED | 172,683 | +104,944 | +154.9% | 2.06% | $20.3M | $107.96 |
As of 2025 Q4 — sorted by position size