Accel Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
6,649
+33
| +0.5% | +$3.56K | 0.24% | 97 |
|
|
2025
Q1 | $787K | Buy |
6,616
+420
| +7% | +$49.9K | 0.28% | 85 |
|
|
2024
Q4 | $667K | Sell |
6,196
-195
| -3% | -$21K | 0.25% | 101 |
|
|
2024
Q3 | $749K | Sell |
6,391
-286
| -4% | -$33.5K | 0.28% | 87 |
|
|
2024
Q2 | $769K | Buy |
6,677
+791
| +13% | +$91.1K | 0.31% | 81 |
|
|
2024
Q1 | $684K | Buy |
5,886
+522
| +10% | +$60.7K | 0.29% | 85 |
|
|
2023
Q4 | $536K | Buy |
5,364
+535
| +11% | +$53.5K | 0.27% | 94 |
|
|
2023
Q3 | $568K | Buy |
4,829
+430
| +10% | +$50.6K | 0.32% | 81 |
|
|
2023
Q2 | $472K | Buy |
4,399
+308
| +8% | +$33K | 0.26% | 95 |
|
|
2023
Q1 | $449K | Buy |
4,091
+144
| +4% | +$15.8K | 0.18% | 126 |
|
|
2022
Q4 | $435K | Sell |
3,947
-35
| -0.9% | -$3.86K | 0.21% | 95 |
|
|
2022
Q3 | $379K | Buy |
3,982
+18
| +0.5% | +$1.71K | 0.2% | 103 |
|
|
2022
Q2 | $335K | Buy |
3,964
+16
| +0.4% | +$1.35K | 0.19% | 105 |
|
|
2022
Q1 | $328K | Buy |
3,948
+220
| +6% | +$18.3K | 0.17% | 103 |
|
|
2021
Q4 | $228K | Sell |
3,728
-84
| -2% | -$5.14K | 0.11% | 149 |
|
|
2021
Q3 | $224K | Buy |
3,812
+114
| +3% | +$6.7K | 0.14% | 123 |
|
|
2021
Q2 | $233K | Sell |
3,698
-5,046
| -58% | -$318K | 0.15% | 127 |
|
|
2021
Q1 | $488K | Buy |
8,744
+403
| +5% | +$22.5K | 0.4% | 56 |
|
|
2020
Q4 | $344K | Buy |
+8,341
| New | +$344K | 0.32% | 68 |
|