Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 84 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in EXXON MOBIL CORP-COM Common (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 | 70,540 | -1,109 | -1.5% | 0.93% | $8.5M | $119.54 |
| 2025 Q3 | REDUCED | 71,649 | -2,754 | -3.7% | 0.91% | $8.1M | $111.03 |
| 2025 Q2 | ADDED | 74,403 | +486 | +0.7% | 0.94% | $8.0M | $105.18 |
| 2025 Q1 | REDUCED | 73,917 | -384 | -0.5% | 1.09% | $8.8M | $114.98 |
| 2024 Q4 | REDUCED | 74,301 | -4,469 | -5.7% | 0.98% | $8.0M | $103.07 |
| 2024 Q3 | REDUCED | 78,770 | -373 | -0.5% | 1.13% | $9.2M | $111.41 |
| 2024 Q2 | REDUCED | 79,143 | -4,766 | -5.7% | 1.09% | $9.1M | $108.54 |
| 2024 Q1 | REDUCED | 83,909 | -18,374 | -18.0% | 1.09% | $9.8M | $108.71 |
| 2023 Q4 | REDUCED | 102,283 | -9,410 | -8.4% | 1.45% | $10.2M | $92.64 |
| 2023 Q3 | REDUCED | 111,693 | -1,868 | -1.6% | 2.00% | $13.1M | $107.96 |
As of 2025 Q4 — sorted by position size