Ownership history in Transform Wealth, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in EXXON MOBIL CORP (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 Q1 | REDUCED | 150,557 | -2,975 | -1.9% | 1.08% | $17.9M | $114.98 |
| 2024 Q4 | ADDED | 153,532 | +20,373 | +15.3% | 0.92% | $16.5M | $103.07 |
| 2024 Q3 | ADDED | 133,159 | +1,287 | +1.0% | 1.03% | $15.6M | $111.41 |
| 2024 Q2 | ADDED | 131,872 | +2,628 | +2.0% | 1.14% | $15.2M | $108.54 |
| 2024 Q1 | ADDED | 129,244 | +5,625 | +4.6% | 1.43% | $15.0M | $108.71 |
| 2023 Q4 | REDUCED | 123,619 | -1,300 | -1.0% | 1.21% | $12.4M | $92.64 |
| 2023 Q3 | REDUCED | 124,919 | -126 | -0.1% | 1.55% | $14.7M | $107.96 |
| 2023 Q2 | ADDED | 125,045 | +3,241 | +2.7% | 1.21% | $13.4M | $97.68 |
| 2023 Q1 | ADDED | 121,804 | +3,624 | +3.1% | 1.26% | $13.4M | $99.01 |
| 2022 Q4 | ADDED | 118,180 | +1,404 | +1.2% | 1.46% | $13.0M | $98.83 |
As of 2025 Q4 — sorted by position size