Altus Wealth Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
9,812
-359
| -4% | -$38.7K | 0.47% | 44 |
|
|
2025
Q1 | $1.21M | Buy |
10,171
+41
| +0.4% | +$4.88K | 0.57% | 37 |
|
|
2024
Q4 | $1.09M | Buy |
10,130
+94
| +0.9% | +$10.1K | 0.48% | 47 |
|
|
2024
Q3 | $1.18M | Sell |
10,036
-27
| -0.3% | -$3.17K | 0.5% | 44 |
|
|
2024
Q2 | $1.16M | Buy |
10,063
+144
| +1% | +$16.6K | 0.58% | 40 |
|
|
2024
Q1 | $1.15M | Sell |
9,919
-61
| -0.6% | -$7.09K | 0.58% | 45 |
|
|
2023
Q4 | $998K | Sell |
9,980
-300
| -3% | -$30K | 0.55% | 43 |
|
|
2023
Q3 | $1.21M | Buy |
10,280
+87
| +0.9% | +$10.2K | 0.77% | 34 |
|
|
2023
Q2 | $1.09M | Buy |
10,193
+163
| +2% | +$17.5K | 0.67% | 34 |
|
|
2023
Q1 | $1.1M | Sell |
10,030
-1,262
| -11% | -$138K | 0.74% | 30 |
|
|
2022
Q4 | $1.25M | Sell |
11,292
-1,188
| -10% | -$131K | 0.95% | 22 |
|
|
2022
Q3 | $734K | Hold |
12,480
| – | – | 0.73% | 37 |
|
|
2022
Q2 | $734K | Hold |
12,480
| – | – | 0.73% | 37 |
|
|
2022
Q1 | $1.03M | Hold |
12,480
| – | – | 0.84% | 27 |
|
|
2021
Q4 | $764K | Hold |
12,480
| – | – | 0.63% | 40 |
|
|
2021
Q3 | $734K | Buy |
12,480
+2,494
| +25% | +$147K | 0.73% | 37 |
|
|
2021
Q2 | $630K | Hold |
9,986
| – | – | 0.62% | 39 |
|
|
2021
Q1 | $591K | Sell |
9,986
-537
| -5% | -$31.8K | 0.59% | 41 |
|
|
2020
Q4 | $433K | Buy |
+10,523
| New | +$433K | 0.41% | 47 |
|